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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.37K+ 47.77% |
$184K - $187K
|
22.8K
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.43K+ 15.3% |
$161K - $163K
|
48.4K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.2K+ 27.9% |
$130K - $132K
|
23.9K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.61K+ 6.78% |
$115K - $117K
|
72.6K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.47K+ 6.07% |
$112K - $113K
|
78.1K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 4.53% |
$111K - $113K
|
103K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.23KNew |
$106K - $107K
|
4.23K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.63K+ 35.41% |
$90.8K - $92K
|
13.9K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.61K+ 1.35% |
$90.1K - $91.3K
|
271K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.37K+ 0.99% |
$84.2K - $85.3K
|
345K
$8.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.29K+ 17.51% |
$82.4K - $83.4K
|
22.1K
$557K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.22K+ 6.78% |
$80.5K - $81.6K
|
50.7K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.09K+ 577.38% |
$77.2K - $78.2K
|
3.62K
$91.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3K+ 35.05% |
$75K - $76K
|
11.6K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.7K+ 17.32% |
$67.4K - $68.3K
|
18.3K
$460K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.69K+ 1.51% |
$67.2K - $68.1K
|
180K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 49.16% |
$64.7K - $65.5K
|
7.85K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 2.23% |
$64.6K - $65.4K
|
119K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 3.14% |
$64.3K - $65.1K
|
84.3K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.47KNew |
$61.9K - $62.7K
|
2.47K
$62.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.47K+ 8.92% |
$61.6K - $62.4K
|
30.1K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.17K+ 9.88% |
$54.3K - $55K
|
24.1K
$609K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.16K+ 14.77% |
$54K - $54.7K
|
16.8K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.15K+ 17.28% |
$53.7K - $54.4K
|
14.6K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.14K+ 3.82% |
$53.6K - $54.3K
|
58.2K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.99K+ 18.71% |
$49.7K - $50.4K
|
12.6K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.89K+ 4.26% |
$47.3K - $47.9K
|
46.3K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 12.8% |
$46.2K - $46.8K
|
16.3K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.8K+ 9.89% |
$45K - $45.6K
|
20K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.78KNew |
$44.4K - $45K
|
1.78K
$44.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.77K+ 5.21% |
$44.3K - $44.9K
|
35.8K
$903K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.65K+ 6.75% |
$41.3K - $41.9K
|
26.1K
$659K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 11.22% |
$40.9K - $41.5K
|
16.2K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.5K+ 4.25% |
$37.5K - $38K
|
36.8K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.48K+ 102.0% |
$36.9K - $37.4K
|
2.93K
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.42K+ 3.54% |
$35.4K - $35.8K
|
41.4K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.4K+ 1.71% |
$35K - $35.4K
|
83K
$2.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.37K+ 1.84% |
$34.3K - $34.7K
|
76K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 13.36% |
$32K - $32.4K
|
10.8K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 11.04% |
$30.8K - $31.2K
|
12.4K
$312K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.71% |
$29.1K - $29.5K
|
164K
$4.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15K+ 2.68% |
$28.6K - $29K
|
43.8K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 1.28% |
$28K - $28.3K
|
88.7K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.53% |
$27.8K - $28.2K
|
74K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 5.37% |
$27.1K - $27.5K
|
21.3K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05K+ 11.24% |
$26.2K - $26.5K
|
10.4K
$261K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
995+ 9.53% |
$24.9K - $25.2K
|
11.4K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
995+ 5.55% |
$24.9K - $25.2K
|
18.9K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
978+ 17.54% |
$24.5K - $24.8K
|
6.56K
$165K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
920+ 1.99% |
$23K - $23.3K
|
47.1K
$1.19M
|
|