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 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
863+ 7.33% |
$21.6K - $21.9K
|
12.6K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 1.91% |
$21.5K - $21.8K
|
45.9K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
854+ 8.52% |
$21.4K - $21.6K
|
10.9K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
801+ 2.36% |
$20K - $20.3K
|
34.8K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
751+ 3.53% |
$18.8K - $19K
|
22K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
708+ 3.6% |
$17.7K - $17.9K
|
20.4K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
694New |
$17.4K - $17.6K
|
694
$17.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
674New |
$16.9K - $17.1K
|
674
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
645+ 2.24% |
$16.1K - $16.3K
|
29.4K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
635+ 16.21% |
$15.9K - $16.1K
|
4.55K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
618+ 0.55% |
$15.5K - $15.7K
|
113K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
610+ 4.29% |
$15.3K - $15.5K
|
14.8K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
595+ 4.03% |
$14.9K - $15.1K
|
15.4K
$387K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
558+ 0.3% |
$14K - $14.1K
|
186K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
554+ 2.87% |
$13.9K - $14K
|
19.9K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
553+ 4.36% |
$13.8K - $14K
|
13.2K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
453+ 10.28% |
$11.3K - $11.5K
|
4.86K
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
452New |
$11.3K - $11.4K
|
452
$11.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 4.23% |
$10.4K - $10.5K
|
10.2K
$258K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
395+ 2.02% |
$9.88K - $10K
|
20K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371+ 2.8% |
$9.28K - $9.4K
|
13.6K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
324+ 790.24% |
$8.1K - $8.21K
|
365
$9.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
323+ 1.18% |
$8.08K - $8.18K
|
27.8K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
313+ 0.74% |
$7.83K - $7.93K
|
42.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
282+ 2.09% |
$7.05K - $7.14K
|
13.8K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
280+ 3.13% |
$7K - $7.09K
|
9.24K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
275+ 24.14% |
$6.88K - $6.97K
|
1.41K
$35.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
271+ 0.96% |
$6.78K - $6.86K
|
28.5K
$719K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
267+ 3.13% |
$6.68K - $6.76K
|
8.79K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 66.5% |
$6.65K - $6.74K
|
666
$16.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
255+ 2.64% |
$6.38K - $6.46K
|
9.92K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
241+ 0.85% |
$6.03K - $6.1K
|
28.6K
$721K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
223+ 9.53% |
$5.58K - $5.65K
|
2.56K
$64.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
204+ 2.36% |
$5.1K - $5.17K
|
8.86K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 21.98% |
$5K - $5.07K
|
1.11K
$28K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
194+ 0.25% |
$4.85K - $4.91K
|
78.2K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
186+ 1.11% |
$4.65K - $4.71K
|
16.9K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
145+ 2.45% |
$3.63K - $3.67K
|
6.07K
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
144+ 1.6% |
$3.6K - $3.65K
|
9.13K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 20.09% |
$3.4K - $3.44K
|
813
$20.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
131+ 3.6% |
$3.28K - $3.32K
|
3.77K
$95K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 0.65% |
$2.63K - $2.66K
|
16.3K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
96+ 1.11% |
$2.4K - $2.43K
|
8.77K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
91+ 1.11% |
$2.28K - $2.31K
|
8.32K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
80New |
$2K - $2.03K
|
80
$2.02K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 0.84% |
$1.88K - $1.9K
|
9.05K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
71New |
$1.78K - $1.8K
|
71
$1.79K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
71+ 0.44% |
$1.78K - $1.8K
|
16.3K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
66+ 0.27% |
$1.65K - $1.67K
|
24.8K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 1.11% |
$1.38K - $1.39K
|
5.01K
$126K
|
|