Latest Institutional Purchases of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
447KNew |
$11M - $11.2M
|
447K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 18.88% |
$8.76M - $8.94M
|
2.24M
$55.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
345K+ 12.68% |
$8.5M - $8.67M
|
3.07M
$76.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
265KNew |
$6.51M - $6.65M
|
265K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
206K+ 30.83% |
$5.07M - $5.18M
|
874K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
192KNew |
$4.72M - $4.81M
|
192K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
136KNew |
$3.35M - $3.42M
|
136K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
114KNew |
$2.8M - $2.85M
|
114K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
113KNew |
$2.79M - $2.85M
|
113K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103K+ 53.54% |
$2.53M - $2.58M
|
295K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 19.86% |
$2.46M - $2.51M
|
604K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99.5K+ 19.43% |
$2.45M - $2.5M
|
612K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.7K+ 24.66% |
$2.38M - $2.43M
|
489K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.2K+ 10.06% |
$1.8M - $1.84M
|
801K
$19.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.3K+ 115.79% |
$1.51M - $1.54M
|
114K
$2.84M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.3K+ 25.08% |
$1.48M - $1.52M
|
301K
$7.48M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 75.31% |
$1.06M - $1.08M
|
100K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
41.9K+ 6.56% |
$1.03M - $1.05M
|
681K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.4K+ 6.81% |
$995K - $1.02M
|
634K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.3KNew |
$992K - $1.01M
|
40.3K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
40K+ 11.07% |
$984K - $1M
|
401K
$9.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 16.62% |
$918K - $937K
|
262K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$891K - $909K
|
36.2K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 12.15% |
$816K - $833K
|
306K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 5.79% |
$781K - $797K
|
580K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.7K+ 99.07% |
$732K - $747K
|
59.8K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29.4K+ 26.33% |
$723K - $738K
|
141K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.2K+ 8.19% |
$695K - $710K
|
373K
$9.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 85.54% |
$598K - $611K
|
52.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.5K+ 1969.68% |
$553K - $565K
|
23.6K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.5K+ 16.03% |
$552K - $564K
|
162K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 13.6% |
$538K - $549K
|
183K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.6K+ 13.13% |
$506K - $517K
|
177K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
20.1K+ 27.45% |
$496K - $506K
|
93.5K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20K+ 11.85% |
$493K - $503K
|
189K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.1K+ 32.88% |
$471K - $481K
|
77.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
18.5K+ 26.87% |
$455K - $465K
|
87.4K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
18.4KNew |
$454K - $463K
|
18.4K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
18KNew |
$443K - $452K
|
18K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
18K+ 5354.76% |
$443K - $452K
|
18.3K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
17.2K+ 8.46% |
$422K - $431K
|
220K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17.1K+ 6.54% |
$422K - $431K
|
279K
$6.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.1KNew |
$421K - $430K
|
17.1K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 20.18% |
$401K - $410K
|
97.1K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.3KNew |
$400K - $408K
|
16.3K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
14.6KNew |
$360K - $367K
|
14.6K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 30.01% |
$343K - $351K
|
60.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1K+ 13.21% |
$323K - $329K
|
112K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.7KNew |
$312K - $319K
|
12.7K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.9KNew |
$293K - $299K
|
11.9K
$296K
|