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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2.67K- 6.76% |
$66.7K - $67.5K
|
36.8K
$927K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.91K- 7.04% |
$72.8K - $73.7K
|
38.4K
$969K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.94K- 7.12% |
$73.6K - $74.5K
|
38.4K
$967K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.61K- 3.4% |
$90.3K - $91.5K
|
103K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.62K- 12.16% |
$90.6K - $91.8K
|
26.2K
$660K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.85K- 27.16% |
$96.2K - $97.4K
|
10.3K
$260K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.94K- 2.81% |
$98.6K - $99.9K
|
136K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.97K- 2.95% |
$99.3K - $101K
|
131K
$3.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.24K- 7.79% |
$106K - $107K
|
50.1K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.32K- 10.1% |
$108K - $109K
|
38.4K
$969K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.51K- 0.88% |
$113K - $114K
|
509K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.83K- 2.95% |
$121K - $122K
|
159K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.26K- 18.48% |
$131K - $133K
|
23.2K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.26K- 9.7% |
$132K - $133K
|
49K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.44K- 1.21% |
$136K - $138K
|
443K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.4K- 2.41% |
$160K - $162K
|
259K
$6.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.4K- 45.34% |
$185K - $188K
|
8.93K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.29K- 1.36% |
$232K - $235K
|
677K
$17M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.36K- 5.97% |
$234K - $237K
|
147K
$3.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.7K- 2.56% |
$318K - $322K
|
485K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.6K- 45.15% |
$515K - $522K
|
25K
$631K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-26.3K- 22.54% |
$658K - $666K
|
90.4K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 26.88% |
$787K - $797K
|
85.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46.5K- 67.69% |
$1.16M - $1.18M
|
22.2K
$560K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-86.9K- 37.3% |
$2.17M - $2.2M
|
146K
$3.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-126K- 41.92% |
$3.15M - $3.19M
|
174K
$4.39M
|
|