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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
136KNew |
$3.35M - $3.42M
|
136K
$3.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.3K+ 115.79% |
$1.51M - $1.54M
|
114K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.3K+ 25.08% |
$1.48M - $1.52M
|
301K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 75.31% |
$1.06M - $1.08M
|
100K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 12.15% |
$816K - $833K
|
306K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29.4K+ 26.33% |
$723K - $738K
|
141K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.5K+ 16.03% |
$552K - $564K
|
162K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
18.5K+ 26.87% |
$455K - $465K
|
87.4K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
17.2K+ 8.46% |
$422K - $431K
|
220K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17.1K+ 6.54% |
$422K - $431K
|
279K
$6.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1K+ 13.21% |
$323K - $329K
|
112K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.9KNew |
$293K - $299K
|
11.9K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 41.83% |
$278K - $284K
|
38.3K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 11.01% |
$261K - $266K
|
107K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.33KNew |
$230K - $234K
|
9.33K
$231K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.09KNew |
$224K - $228K
|
9.09K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.91KNew |
$219K - $224K
|
8.91K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.33K+ 10.74% |
$205K - $209K
|
85.9K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8.06K+ 27.62% |
$198K - $203K
|
37.3K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.23K+ 7.87% |
$178K - $181K
|
99K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.22K+ 54.65% |
$178K - $181K
|
20.4K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.15K+ 8.88% |
$151K - $155K
|
75.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.15KNew |
$151K - $154K
|
6.15K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.84K+ 15.65% |
$144K - $147K
|
43.1K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 6.42% |
$127K - $130K
|
85.8K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.05K+ 9.6% |
$124K - $127K
|
57.6K
$1.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.45K+ 4.04% |
$110K - $112K
|
115K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4K+ 29.4% |
$98.5K - $101K
|
17.6K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 4.99% |
$93.3K - $95.2K
|
79.7K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.49K+ 39.84% |
$86K - $87.7K
|
12.3K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.33K+ 10.93% |
$81.8K - $83.5K
|
33.7K
$836K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.96K+ 17.37% |
$72.9K - $74.4K
|
20K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.82K+ 13.84% |
$69.3K - $70.7K
|
23.2K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.7K+ 2.23% |
$66.3K - $67.7K
|
123K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.35K+ 2.94% |
$57.8K - $59K
|
82.4K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.17K+ 25.06% |
$53.5K - $54.6K
|
10.8K
$269K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.12K+ 19.28% |
$52.2K - $53.3K
|
13.1K
$325K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.1K+ 2.9% |
$51.8K - $52.8K
|
74.7K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 25.13% |
$44.1K - $45K
|
8.92K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 2.29% |
$43.6K - $44.5K
|
78.9K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 9.07% |
$40K - $40.8K
|
19.5K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$28.8K - $29.4K
|
21.9K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
445+ 1.46% |
$11K - $11.2K
|
30.8K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
380+ 2.11% |
$9.35K - $9.55K
|
18.4K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
330+ 1.07% |
$8.12K - $8.29K
|
31.3K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
256+ 1.72% |
$6.3K - $6.43K
|
15.2K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
243+ 3.03% |
$5.98K - $6.1K
|
8.27K
$205K
|