Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.59K+ 8.82% |
$190K - $192K
|
93.6K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.38K+ 9.81% |
$185K - $187K
|
82.6K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.37K+ 47.77% |
$184K - $187K
|
22.8K
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.43K+ 15.3% |
$161K - $163K
|
48.4K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.2K+ 27.9% |
$130K - $132K
|
23.9K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.61K+ 6.78% |
$115K - $117K
|
72.6K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.47K+ 6.07% |
$112K - $113K
|
78.1K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 4.53% |
$111K - $113K
|
103K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.23KNew |
$106K - $107K
|
4.23K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.63K+ 35.41% |
$90.8K - $92K
|
13.9K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.61K+ 1.35% |
$90.1K - $91.3K
|
271K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.37K+ 0.99% |
$84.2K - $85.3K
|
345K
$8.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.29K+ 17.51% |
$82.4K - $83.4K
|
22.1K
$557K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.22K+ 6.78% |
$80.5K - $81.6K
|
50.7K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.09K+ 577.38% |
$77.2K - $78.2K
|
3.62K
$91.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3K+ 35.05% |
$75K - $76K
|
11.6K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.7K+ 17.32% |
$67.4K - $68.3K
|
18.3K
$460K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.69K+ 1.51% |
$67.2K - $68.1K
|
180K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 49.16% |
$64.7K - $65.5K
|
7.85K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 2.23% |
$64.6K - $65.4K
|
119K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 3.14% |
$64.3K - $65.1K
|
84.3K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.47KNew |
$61.9K - $62.7K
|
2.47K
$62.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.47K+ 8.92% |
$61.6K - $62.4K
|
30.1K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.17K+ 9.88% |
$54.3K - $55K
|
24.1K
$609K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.16K+ 14.77% |
$54K - $54.7K
|
16.8K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.15K+ 17.28% |
$53.7K - $54.4K
|
14.6K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.14K+ 3.82% |
$53.6K - $54.3K
|
58.2K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.99K+ 18.71% |
$49.7K - $50.4K
|
12.6K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.89K+ 4.26% |
$47.3K - $47.9K
|
46.3K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 12.8% |
$46.2K - $46.8K
|
16.3K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.8K+ 9.89% |
$45K - $45.6K
|
20K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.78KNew |
$44.4K - $45K
|
1.78K
$44.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.77K+ 5.21% |
$44.3K - $44.9K
|
35.8K
$903K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.65K+ 6.75% |
$41.3K - $41.9K
|
26.1K
$659K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 11.22% |
$40.9K - $41.5K
|
16.2K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.5K+ 4.25% |
$37.5K - $38K
|
36.8K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.48K+ 102.0% |
$36.9K - $37.4K
|
2.93K
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.42K+ 3.54% |
$35.4K - $35.8K
|
41.4K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.4K+ 1.71% |
$35K - $35.4K
|
83K
$2.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.37K+ 1.84% |
$34.3K - $34.7K
|
76K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 13.36% |
$32K - $32.4K
|
10.8K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 11.04% |
$30.8K - $31.2K
|
12.4K
$312K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.71% |
$29.1K - $29.5K
|
164K
$4.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15K+ 2.68% |
$28.6K - $29K
|
43.8K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 1.28% |
$28K - $28.3K
|
88.7K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.53% |
$27.8K - $28.2K
|
74K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 5.37% |
$27.1K - $27.5K
|
21.3K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05K+ 11.24% |
$26.2K - $26.5K
|
10.4K
$261K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
995+ 9.53% |
$24.9K - $25.2K
|
11.4K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
995+ 5.55% |
$24.9K - $25.2K
|
18.9K
$477K
|
|