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 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
978+ 17.54% |
$24.5K - $24.8K
|
6.56K
$165K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
920+ 1.99% |
$23K - $23.3K
|
47.1K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
863+ 7.33% |
$21.6K - $21.9K
|
12.6K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 1.91% |
$21.5K - $21.8K
|
45.9K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
854+ 8.52% |
$21.4K - $21.6K
|
10.9K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
801+ 2.36% |
$20K - $20.3K
|
34.8K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
751+ 3.53% |
$18.8K - $19K
|
22K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
708+ 3.6% |
$17.7K - $17.9K
|
20.4K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
694New |
$17.4K - $17.6K
|
694
$17.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
674New |
$16.9K - $17.1K
|
674
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
645+ 2.24% |
$16.1K - $16.3K
|
29.4K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
635+ 16.21% |
$15.9K - $16.1K
|
4.55K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
618+ 0.55% |
$15.5K - $15.7K
|
113K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
610+ 4.29% |
$15.3K - $15.5K
|
14.8K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
595+ 4.03% |
$14.9K - $15.1K
|
15.4K
$387K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
558+ 0.3% |
$14K - $14.1K
|
186K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
554+ 2.87% |
$13.9K - $14K
|
19.9K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
553+ 4.36% |
$13.8K - $14K
|
13.2K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
453+ 10.28% |
$11.3K - $11.5K
|
4.86K
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
452New |
$11.3K - $11.4K
|
452
$11.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 4.23% |
$10.4K - $10.5K
|
10.2K
$258K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
395+ 2.02% |
$9.88K - $10K
|
20K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371+ 2.8% |
$9.28K - $9.4K
|
13.6K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
324+ 790.24% |
$8.1K - $8.21K
|
365
$9.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
323+ 1.18% |
$8.08K - $8.18K
|
27.8K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
313+ 0.74% |
$7.83K - $7.93K
|
42.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
282+ 2.09% |
$7.05K - $7.14K
|
13.8K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
280+ 3.13% |
$7K - $7.09K
|
9.24K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
275+ 24.14% |
$6.88K - $6.97K
|
1.41K
$35.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
271+ 0.96% |
$6.78K - $6.86K
|
28.5K
$719K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
267+ 3.13% |
$6.68K - $6.76K
|
8.79K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 66.5% |
$6.65K - $6.74K
|
666
$16.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
255+ 2.64% |
$6.38K - $6.46K
|
9.92K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
241+ 0.85% |
$6.03K - $6.1K
|
28.6K
$721K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
223+ 9.53% |
$5.58K - $5.65K
|
2.56K
$64.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
204+ 2.36% |
$5.1K - $5.17K
|
8.86K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 21.98% |
$5K - $5.07K
|
1.11K
$28K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
194+ 0.25% |
$4.85K - $4.91K
|
78.2K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
186+ 1.11% |
$4.65K - $4.71K
|
16.9K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
145+ 2.45% |
$3.63K - $3.67K
|
6.07K
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
144+ 1.6% |
$3.6K - $3.65K
|
9.13K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 20.09% |
$3.4K - $3.44K
|
813
$20.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
131+ 3.6% |
$3.28K - $3.32K
|
3.77K
$95K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 0.65% |
$2.63K - $2.66K
|
16.3K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
96+ 1.11% |
$2.4K - $2.43K
|
8.77K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
91+ 1.11% |
$2.28K - $2.31K
|
8.32K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
80New |
$2K - $2.03K
|
80
$2.02K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 0.84% |
$1.88K - $1.9K
|
9.05K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
71New |
$1.78K - $1.8K
|
71
$1.79K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
71+ 0.44% |
$1.78K - $1.8K
|
16.3K
$410K
|
|