Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
266KNew |
$6.56M - $6.7M
|
266K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
218K+ 91.3% |
$5.38M - $5.49M
|
457K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
105K+ 81.65% |
$2.58M - $2.64M
|
233K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96.8K+ 25.97% |
$2.39M - $2.44M
|
469K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
68.7KNew |
$1.7M - $1.73M
|
68.7K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 387.59% |
$1.21M - $1.23M
|
61.7K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39.4K+ 57078.26% |
$971K - $991K
|
39.5K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 3.03% |
$809K - $826K
|
1.12M
$28.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
29.9K+ 11.04% |
$736K - $751K
|
300K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 3.82% |
$707K - $722K
|
780K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28.4K+ 8.63% |
$699K - $714K
|
357K
$8.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.9K+ 34.67% |
$662K - $676K
|
104K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
22.2KNew |
$546K - $558K
|
22.2K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
20K+ 40.0% |
$493K - $503K
|
70K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
19.2K+ 35.21% |
$473K - $483K
|
73.6K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1K+ 65.88% |
$447K - $457K
|
45.7K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17.2K+ 11.85% |
$425K - $433K
|
162K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
16.4K+ 3.82% |
$405K - $413K
|
446K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.4KNew |
$380K - $388K
|
15.4K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.2K+ 4.39% |
$375K - $383K
|
361K
$9.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 1.61% |
$368K - $375K
|
944K
$23.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 1.61% |
$368K - $375K
|
944K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$359K - $366K
|
14.5K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$343K - $351K
|
13.9K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.9K+ 7.32% |
$342K - $349K
|
203K
$5.13M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 12.28% |
$316K - $322K
|
117K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
12.4K+ 41.69% |
$307K - $313K
|
42.3K
$1.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.8K+ 81.96% |
$265K - $271K
|
23.9K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.81K+ 1.95% |
$242K - $247K
|
513K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.76K+ 79.0% |
$241K - $246K
|
22.1K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.73K+ 4.48% |
$240K - $245K
|
227K
$5.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.42K+ 2.24% |
$232K - $237K
|
431K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 2.41% |
$228K - $233K
|
393K
$9.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.08K+ 1.93% |
$224K - $228K
|
479K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.73K+ 8.09% |
$215K - $220K
|
117K
$2.94M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$214K - $218K
|
8.66K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.56KNew |
$211K - $215K
|
8.56K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.86K+ 4.0% |
$194K - $198K
|
205K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.62K+ 2.28% |
$188K - $192K
|
341K
$8.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.12K+ 4.76% |
$176K - $179K
|
157K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.85K+ 3.12% |
$169K - $173K
|
227K
$5.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
6.83K+ 5.99% |
$168K - $172K
|
121K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
6.79K+ 21.43% |
$168K - $171K
|
38.5K
$970K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.3K+ 37.8% |
$155K - $159K
|
23K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.29K+ 7.89% |
$155K - $158K
|
86K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 7.41% |
$149K - $152K
|
87.6K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.03K+ 12.05% |
$149K - $152K
|
56.1K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.72K+ 175.75% |
$141K - $144K
|
8.97K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 34.28% |
$102K - $104K
|
16.2K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.13K+ 1.58% |
$102K - $104K
|
265K
$6.69M
|
|