Latest Institutional Purchases of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 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 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
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
497K+ 2347.81% |
$12.4M - $12.6M
|
518K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
101K+ 30.71% |
$2.52M - $2.56M
|
429K
$10.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
92.8KNew |
$2.32M - $2.35M
|
92.8K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.1K+ 8.15% |
$2.28M - $2.31M
|
1.21M
$30.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.1K+ 2.89% |
$2.23M - $2.26M
|
3.17M
$80M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
78.7K+ 17.65% |
$1.97M - $1.99M
|
524K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.6K+ 6.48% |
$1.56M - $1.59M
|
1.03M
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.1KNew |
$1.43M - $1.45M
|
57.1K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.5KNew |
$1.06M - $1.08M
|
42.5K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
36.2K+ 6.14% |
$904K - $916K
|
625K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 4.12% |
$803K - $814K
|
812K
$20.5M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28.6K+ 7.92% |
$715K - $724K
|
390K
$9.82M
|
|