Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
36.6K+ 20.99% |
$922K - $929K
|
211K
$5.32M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
32.5K+ 15.3% |
$818K - $824K
|
245K
$6.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.4K+ 10.82% |
$639K - $644K
|
260K
$6.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
21.5KNew |
$542K - $546K
|
21.5K
$543K
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
20.2K+ 13.84% |
$509K - $513K
|
166K
$4.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.8K+ 11.56% |
$473K - $477K
|
181K
$4.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 3.38% |
$396K - $399K
|
481K
$12.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
13.1KNew |
$330K - $332K
|
13.1K
$330K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
12K+ 24.85% |
$303K - $305K
|
60.4K
$1.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.85K+ 41.22% |
$248K - $250K
|
33.7K
$850K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.75K+ 9.37% |
$195K - $197K
|
90.4K
$2.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
6.69K+ 3.59% |
$168K - $170K
|
193K
$4.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.21K+ 5.41% |
$156K - $158K
|
121K
$3.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.47KNew |
$138K - $139K
|
5.47K
$138K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 3.21% |
$95.8K - $96.5K
|
122K
$3.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.84K+ 1.05% |
$71.6K - $72.2K
|
274K
$6.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.74K+ 1.93% |
$69K - $69.5K
|
144K
$3.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
2.28K+ 4.04% |
$57.4K - $57.8K
|
58.6K
$1.48M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
2.22K+ 4.18% |
$56K - $56.4K
|
55.4K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.05K+ 22.69% |
$51.7K - $52.1K
|
11.1K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.99K+ 3.46% |
$50.1K - $50.5K
|
59.4K
$1.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.76K+ 4.78% |
$44.3K - $44.7K
|
38.6K
$972K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.58K+ 14.49% |
$39.7K - $40K
|
12.5K
$314K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.51K+ 7.11% |
$37.9K - $38.2K
|
22.7K
$571K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 2.7% |
$31.7K - $31.9K
|
47.9K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 1.45% |
$30.8K - $31.1K
|
85.5K
$2.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
788+ 3.01% |
$19.8K - $20K
|
26.9K
$679K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
757+ 5.95% |
$19.1K - $19.2K
|
13.5K
$340K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
732+ 3.87% |
$18.4K - $18.6K
|
19.7K
$495K
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
699+ 3.49% |
$17.6K - $17.7K
|
20.7K
$523K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
607+ 3.04% |
$15.3K - $15.4K
|
20.6K
$519K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
570+ 0.75% |
$14.4K - $14.5K
|
76.5K
$1.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
445+ 3.59% |
$11.2K - $11.3K
|
12.8K
$323K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
334+ 1.17% |
$8.41K - $8.47K
|
29K
$730K
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
297+ 1.93% |
$7.48K - $7.53K
|
15.7K
$394K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
257+ 1.37% |
$6.47K - $6.52K
|
19.1K
$481K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
93+ 1.12% |
$2.34K - $2.36K
|
8.41K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$478 - $482
|
10.5K
$264K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16New |
$403 - $406
|
16
$403
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$25.2 - $25.4
|
268
$6.75K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 1.14% |
$25.4K - $25.6K
|
87.7K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.96K- 6.28% |
$74.5K - $75K
|
44.1K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.18K- 2.54% |
$105K - $106K
|
160K
$4.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.37K- 0.9% |
$110K - $111K
|
481K
$12.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.1K- 27.96% |
$960K - $968K
|
98.3K
$2.48M
|
|