Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.7K+ 3.57% |
$842K - $853K
|
977K
$24.6M
|
|
|
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 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
18.4K+ 46.68% |
$461K - $467K
|
57.9K
$1.46M
|
|
|
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
|
|