Latest Institutional Transactions on Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
791New |
$18.3K - $18.9K
|
791
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
98+ 0.3% |
$2.27K - $2.35K
|
33.1K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-542- 1.91% |
$12.6K - $13K
|
27.9K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99KNew |
$46.1K - $47.6K
|
1.99K
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 22.06% |
$97.2K - $100K
|
23.2K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$44.8K - $46.2K
|
1.93K
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.18KNew |
$27.2K - $28.1K
|
1.18K
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-233- 0.21% |
$5.4K - $5.58K
|
110K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 100.0% |
$88.6K - $91.5K
|
7.64K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.56K- 6.08% |
$36.1K - $37.3K
|
24.1K
$597K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.52KNew |
$58.5K - $60.4K
|
2.52K
$62.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.2KNew |
$399K - $412K
|
17.2K
$426K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
391New |
$9.07K - $9.36K
|
391
$9.69K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$258K - $266K
|
11.1K
$275K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
30New |
$696 - $718
|
30
$743
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2New |
$46.4 - $47.9
|
2
$49.5
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.76K- 2.84% |
$134K - $138K
|
197K
$4.87M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.36KClosed |
$31.8K - $33.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.07K- 15.97% |
$48.4K - $50.6K
|
10.9K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.29K- 1.95% |
$53.6K - $56K
|
115K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 3.63% |
$1.96K - $2.05K
|
2.4K
$59.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26.1K+ 183.24% |
$611K - $638K
|
40.4K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$304 - $318
|
13
$322
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 0.37% |
$795 - $831
|
9.27K
$230K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.9KNew |
$301K - $315K
|
12.9K
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8- 0.42% |
$187 - $195
|
1.9K
$47.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
67New |
$1.57K - $1.64K
|
67
$1.66K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-6.11K- 39.12% |
$143K - $149K
|
9.51K
$236K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-8.36KClosed |
$198K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$26.9K - $27.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.78KClosed |
$208K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.73KClosed |
$207K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.7KClosed |
$848K - $879K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.94KClosed |
$46.1K - $47.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.1KNew |
$216K - $224K
|
9.1K
$225K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 3.19% |
$38.6K - $40K
|
52.6K
$1.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-26.2KClosed |
$622K - $645K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.02KClosed |
$95.5K - $99K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.44KNew |
$176K - $183K
|
7.44K
$184K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$2.37K - $2.46K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-190Closed |
$4.51K - $4.67K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.4KNew |
$318K - $330K
|
13.4K
$332K
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-9.13KClosed |
$217K - $224K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-23KClosed |
$546K - $566K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.38KNew |
$56.5K - $58.5K
|
2.38K
$58.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
269+ 1.48% |
$6.38K - $6.62K
|
18.4K
$457K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3.22KNew |
$76.5K - $79.3K
|
3.22K
$79.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-31.8KClosed |
$755K - $783K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
803New |
$19.1K - $19.8K
|
803
$19.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1New |
$23.7 - $24.6
|
1
$24.8
|
|