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 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
66+ 0.27% |
$1.65K - $1.67K
|
24.8K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 1.11% |
$1.38K - $1.39K
|
5.01K
$126K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 4.31% |
$1.05K - $1.06K
|
1.02K
$25.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
42+ 0.33% |
$1.05K - $1.06K
|
12.9K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 17.62% |
$1K - $1.01K
|
267
$6.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.23% |
$775 - $785
|
13.5K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
24+ 0.13% |
$600 - $608
|
17.9K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
20+ 0.22% |
$500 - $507
|
8.96K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
19+ 0.15% |
$475 - $481
|
12.5K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
14+ 0.09% |
$350 - $355
|
15.6K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14+ 0.33% |
$350 - $355
|
4.3K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9+ 0.04% |
$225 - $228
|
24K
$605K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.03% |
$200 - $203
|
783
$19.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.01% |
$150 - $152
|
79K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5+ 0.05% |
$125 - $127
|
10.1K
$255K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.92% |
$50 - $50.7
|
220
$5.54K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.16% |
$50 - $50.7
|
174
$4.38K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$100 - $101
|
4.88K
$123K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-13- 0.06% |
$325 - $329
|
20.7K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$1K - $1.01K
|
23.3K
$587K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-51- 0.62% |
$1.28K - $1.29K
|
8.19K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-58- 0.25% |
$1.45K - $1.47K
|
22.9K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59- 0.13% |
$1.48K - $1.49K
|
45.6K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-141- 84.94% |
$3.53K - $3.57K
|
25
$630
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 1.55% |
$3.88K - $3.93K
|
9.84K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 1.75% |
$6.1K - $6.18K
|
13.7K
$345K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-281- 1.86% |
$7.03K - $7.12K
|
14.9K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-315- 0.76% |
$7.88K - $7.98K
|
41.3K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 1.44% |
$8.08K - $8.18K
|
22.1K
$558K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-352- 72.43% |
$8.8K - $8.92K
|
134
$3.38K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-389- 3.58% |
$9.73K - $9.85K
|
10.5K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-406- 5.78% |
$10.2K - $10.3K
|
6.62K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-416- 0.34% |
$10.4K - $10.5K
|
120K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 11.67% |
$12.5K - $12.7K
|
3.78K
$95.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-527- 1.37% |
$13.2K - $13.3K
|
38K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-602- 7.05% |
$15.1K - $15.2K
|
7.94K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-616- 1.27% |
$15.4K - $15.6K
|
47.9K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-700- 3.14% |
$17.5K - $17.7K
|
21.6K
$544K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-732- 3.74% |
$18.3K - $18.5K
|
18.8K
$474K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-798- 7.07% |
$20K - $20.2K
|
10.5K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-830- 3.6% |
$20.8K - $21K
|
22.2K
$560K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.11K- 8.05% |
$27.9K - $28.2K
|
12.7K
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 16.4% |
$28.4K - $28.7K
|
5.78K
$146K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.19K- 5.11% |
$29.8K - $30.2K
|
22.1K
$557K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 38.99% |
$32.7K - $33.2K
|
2.05K
$51.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.49K- 96.88% |
$37.2K - $37.7K
|
48
$1.21K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.57K- 50.0% |
$39.3K - $39.8K
|
1.57K
$39.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.61K- 4.19% |
$40.3K - $40.8K
|
36.9K
$929K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.66K- 4.58% |
$41.4K - $42K
|
34.5K
$870K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.88K- 12.42% |
$47K - $47.6K
|
13.3K
$334K
|
|