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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72.5K+ 18.46% |
$1.81M - $1.84M
|
465K
$11.7M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27.7K+ 106.67% |
$693K - $702K
|
53.7K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25.8K+ 7.23% |
$645K - $654K
|
383K
$9.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 6.39% |
$611K - $619K
|
407K
$10.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.3K+ 7.57% |
$532K - $539K
|
303K
$7.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.7K+ 5.58% |
$517K - $524K
|
392K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 37.22% |
$502K - $509K
|
74.1K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 4.53% |
$453K - $459K
|
418K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
17K+ 4.31% |
$424K - $430K
|
411K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.7KNew |
$417K - $423K
|
16.7K
$421K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.6K+ 7.13% |
$365K - $370K
|
219K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14.6K+ 6.43% |
$365K - $370K
|
242K
$6.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14K+ 13.93% |
$351K - $355K
|
115K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 14.33% |
$321K - $326K
|
103K
$2.58M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 2.59% |
$279K - $283K
|
442K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 25.83% |
$273K - $277K
|
53.2K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
10.8KNew |
$270K - $274K
|
10.8K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.8KNew |
$269K - $273K
|
10.8K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$264K - $268K
|
10.6K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 2.12% |
$254K - $257K
|
489K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10KNew |
$250K - $254K
|
10K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.78KNew |
$245K - $248K
|
9.78K
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.6K+ 5.91% |
$240K - $243K
|
172K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.14K+ 8.04% |
$229K - $232K
|
123K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.86K+ 4.35% |
$221K - $224K
|
212K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.59KNew |
$215K - $218K
|
8.59K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.46K+ 50.17% |
$212K - $214K
|
25.3K
$638K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.41K+ 7.68% |
$210K - $213K
|
118K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.31K+ 6.23% |
$208K - $210K
|
142K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.29K+ 43.46% |
$207K - $210K
|
27.4K
$690K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.2KNew |
$205K - $208K
|
8.2K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.1K+ 5.25% |
$203K - $205K
|
163K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.06K+ 3.55% |
$201K - $204K
|
235K
$5.91M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.02KNew |
$200K - $203K
|
8.02K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.82K+ 1.87% |
$195K - $198K
|
425K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
7.81K+ 16.08% |
$195K - $198K
|
56.4K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.59K+ 8.82% |
$190K - $192K
|
93.6K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.38K+ 9.81% |
$185K - $187K
|
82.6K
$2.08M
|
|