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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.14K- 8.3% |
$102K - $104K
|
45.7K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.29K- 5.39% |
$106K - $108K
|
75.3K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 8.82% |
$109K - $111K
|
45.5K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 21.61% |
$111K - $113K
|
16.3K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.07K- 6.36% |
$125K - $128K
|
74.6K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.14K- 4.32% |
$127K - $129K
|
114K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.31K- 7.24% |
$131K - $134K
|
68K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 15.86% |
$132K - $135K
|
28.5K
$717K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.75K- 11.83% |
$142K - $145K
|
42.8K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-5.86K- 5.08% |
$144K - $147K
|
110K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.11K- 5.17% |
$151K - $154K
|
112K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 4.57% |
$193K - $197K
|
163K
$4.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.87K- 35.62% |
$194K - $198K
|
14.2K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.02K- 53.65% |
$198K - $202K
|
6.93K
$175K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-9.73K- 2.41% |
$240K - $245K
|
394K
$9.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 7.58% |
$284K - $290K
|
140K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 21.69% |
$284K - $290K
|
41.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 34.89% |
$294K - $300K
|
22.3K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-12.2K- 80.28% |
$300K - $306K
|
2.99K
$75.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.3K- 3.2% |
$302K - $309K
|
371K
$9.35M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.5K- 9.14% |
$334K - $341K
|
135K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-14K- 4.97% |
$345K - $352K
|
268K
$6.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-15.8K- 7.85% |
$390K - $398K
|
186K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 39.45% |
$396K - $405K
|
24.7K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 85.87% |
$546K - $557K
|
3.64K
$91.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.1K- 7.59% |
$570K - $582K
|
281K
$7.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.7K- 32.1% |
$634K - $647K
|
54.4K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-27K- 20.26% |
$666K - $680K
|
106K
$2.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 2.86% |
$702K - $716K
|
966K
$24.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30.9K- 16.66% |
$762K - $777K
|
154K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$710K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.9K- 74.19% |
$1.5M - $1.53M
|
21.2K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.9K- 74.19% |
$1.5M - $1.53M
|
21.2K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-66.9KClosed |
$1.65M - $1.69M
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-69.1K- 59.26% |
$1.7M - $1.74M
|
47.5K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.4K- 9.43% |
$1.76M - $1.8M
|
686K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-95.4K- 13.94% |
$2.35M - $2.4M
|
589K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-99.2K- 86.76% |
$2.45M - $2.5M
|
15.1K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-133K- 4.12% |
$3.27M - $3.34M
|
3.09M
$77.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260K- 39.38% |
$6.41M - $6.54M
|
400K
$10.1M
|
|