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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791New |
$18.8K - $19K
|
791
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
350New |
$8.3K - $8.41K
|
350
$8.67K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
264+ 3.13% |
$6.26K - $6.34K
|
8.7K
$216K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.1KNew |
$455K - $462K
|
19.1K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.7KNew |
$64.3K - $65.3K
|
2.7K
$66.8K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.35K+ 8.3% |
$32.2K - $32.7K
|
17.6K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
508+ 5.76% |
$12.1K - $12.3K
|
9.33K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
375+ 0.88% |
$8.94K - $9.08K
|
42.8K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
366New |
$8.73K - $8.86K
|
366
$9.07K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
350+ 3.88% |
$8.34K - $8.47K
|
9.37K
$232K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$282K - $289K
|
11.9K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.6K+ 8.17% |
$275K - $281K
|
154K
$3.81M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5323.5% |
$252K - $258K
|
10.8K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.2KNew |
$240K - $246K
|
10.2K
$252K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.46KNew |
$105K - $108K
|
4.46K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.2KNew |
$52K - $53.2K
|
2.2K
$54.5K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.88KNew |
$44.4K - $45.4K
|
1.88K
$46.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.12K+ 1.19% |
$26.3K - $27K
|
94.5K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
545New |
$12.9K - $13.2K
|
545
$13.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
423+ 4.91% |
$10K - $10.2K
|
9.03K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
221+ 0.41% |
$5.22K - $5.35K
|
53.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
206+ 0.41% |
$4.87K - $4.98K
|
49.9K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29+ 16.76% |
$685 - $702
|
202
$5K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
28+ 0.22% |
$662 - $677
|
12.7K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.1% |
$284 - $290
|
11.8K
$291K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.2KNew |
$399K - $412K
|
17.2K
$426K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$258K - $266K
|
11.1K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 22.06% |
$97.2K - $100K
|
23.2K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 100.0% |
$88.6K - $91.5K
|
7.64K
$189K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.52KNew |
$58.5K - $60.4K
|
2.52K
$62.5K
|
|
|
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
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$44.8K - $46.2K
|
1.93K
$47.8K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.2K+ 9.0% |
$27.7K - $28.6K
|
14.5K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.18KNew |
$27.2K - $28.1K
|
1.18K
$29.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
791New |
$18.3K - $18.9K
|
791
$19.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
391New |
$9.07K - $9.36K
|
391
$9.69K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$3.06K - $3.16K
|
132
$3.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
98+ 0.3% |
$2.27K - $2.35K
|
33.1K
$820K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26.1K+ 183.24% |
$611K - $638K
|
40.4K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.9KNew |
$301K - $315K
|
12.9K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 3.63% |
$1.96K - $2.05K
|
2.4K
$59.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
67New |
$1.57K - $1.64K
|
67
$1.66K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$304 - $318
|
13
$322
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.4KNew |
$318K - $330K
|
13.4K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.1KNew |
$216K - $224K
|
9.1K
$225K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.44KNew |
$176K - $183K
|
7.44K
$184K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.26K+ 16.51% |
$101K - $105K
|
30.1K
$745K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3.22KNew |
$76.5K - $79.3K
|
3.22K
$79.8K
|
|