Purchases and Sales Made in Q2 2025 in Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES ESG AWARE 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
287+ 13.97% |
$7.08K - $7.22K
|
2.34K
$59K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
234+ 0.83% |
$5.77K - $5.89K
|
28.4K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 1.11% |
$4.93K - $5.03K
|
18.2K
$458K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
197+ 0.34% |
$4.86K - $4.96K
|
57.7K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
185+ 4.51% |
$4.56K - $4.66K
|
4.29K
$108K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
167+ 1.69% |
$4.12K - $4.2K
|
10K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
167New |
$4.12K - $4.2K
|
167
$4.21K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
152+ 0.74% |
$3.75K - $3.83K
|
20.7K
$521K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
151+ 1.08% |
$3.72K - $3.8K
|
14.2K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
145+ 0.43% |
$3.58K - $3.65K
|
34K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141+ 0.52% |
$3.48K - $3.55K
|
27.5K
$692K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
128+ 1.05% |
$3.16K - $3.22K
|
12.3K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
116+ 0.53% |
$2.86K - $2.92K
|
22K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
91+ 11.11% |
$2.24K - $2.29K
|
910
$22.9K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
89+ 1.09% |
$2.19K - $2.24K
|
8.22K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.8% |
$2.17K - $2.21K
|
11.2K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 17.88% |
$1.87K - $1.91K
|
501
$12.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
64+ 3.78% |
$1.58K - $1.61K
|
1.76K
$44.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
55+ 0.61% |
$1.36K - $1.38K
|
9.07K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49+ 0.21% |
$1.21K - $1.23K
|
23.3K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
48+ 0.46% |
$1.18K - $1.21K
|
10.4K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
43+ 1.09% |
$1.06K - $1.08K
|
3.98K
$100K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
39+ 0.39% |
$962 - $982
|
9.99K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
31+ 0.63% |
$764 - $780
|
4.92K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 0.07% |
$740 - $755
|
41.4K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 11.82% |
$592 - $604
|
227
$5.72K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
22+ 0.12% |
$543 - $554
|
17.8K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19New |
$469 - $478
|
19
$479
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
18+ 0.14% |
$444 - $453
|
12.5K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.12% |
$395 - $403
|
1.45K
$36.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
14+ 0.09% |
$345 - $352
|
15.6K
$393K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$296 - $302
|
10.9K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11+ 0.08% |
$271 - $277
|
13.2K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.17% |
$222 - $227
|
775
$19.5K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5+ 0.06% |
$123 - $126
|
8.96K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$49.3 - $50.3
|
16K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.58% |
$24.7 - $25.2
|
172
$4.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$24.7 - $25.2
|
3.36K
$84.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.41% |
$98.6 - $101
|
974
$24.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.04% |
$98.6 - $101
|
11.3K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$148 - $151
|
14.6K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-8- 0.1% |
$197 - $201
|
8.24K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 2.99% |
$370 - $378
|
486
$12.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-16- 0.18% |
$395 - $403
|
8.9K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-29- 3.12% |
$715 - $730
|
900
$22.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-32- 0.37% |
$789 - $805
|
8.52K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40- 0.21% |
$986 - $1.01K
|
18.6K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-66- 18.59% |
$1.63K - $1.66K
|
289
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-68- 1.35% |
$1.68K - $1.71K
|
4.95K
$125K
|
|