Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
359K+ 1589.43% |
$8.83M - $8.97M
|
381K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
210K+ 24.06% |
$5.17M - $5.26M
|
1.08M
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 29.63% |
$4.22M - $4.29M
|
751K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 4.9% |
$3.7M - $3.76M
|
3.22M
$80.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 15.97% |
$3.15M - $3.2M
|
929K
$23.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
78.8K+ 41.13% |
$1.94M - $1.97M
|
270K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
77.5K+ 25.34% |
$1.91M - $1.94M
|
383K
$9.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
65.3K+ 47.89% |
$1.61M - $1.63M
|
202K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.8K+ 90.94% |
$1.52M - $1.54M
|
130K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
55.9K+ 88.84% |
$1.38M - $1.4M
|
119K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
51.8K+ 55.41% |
$1.27M - $1.29M
|
145K
$3.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
48.9K+ 524.11% |
$1.2M - $1.22M
|
58.2K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.1K+ 14.98% |
$1.11M - $1.13M
|
346K
$8.66M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.3KNew |
$1.02M - $1.03M
|
41.3K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40.7K+ 11.21% |
$1M - $1.02M
|
403K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
39.3K+ 50.83% |
$967K - $982K
|
117K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7KNew |
$903K - $917K
|
36.7K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.3K+ 28.83% |
$820K - $833K
|
149K
$3.73M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.9KNew |
$734K - $746K
|
29.9K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.2K+ 14.91% |
$693K - $704K
|
217K
$5.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
27.1K+ 16.68% |
$667K - $677K
|
190K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 4.07% |
$635K - $645K
|
660K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.4KNew |
$600K - $609K
|
24.4K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
22.1K+ 607.72% |
$544K - $553K
|
25.8K
$645K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
21.2K+ 9.75% |
$522K - $531K
|
239K
$5.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.7K+ 11667.23% |
$508K - $516K
|
20.8K
$522K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 24.91% |
$501K - $508K
|
102K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 4.94% |
$488K - $496K
|
421K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
18K+ 4.38% |
$443K - $450K
|
429K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$405K - $411K
|
16.5K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$393K - $399K
|
16K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
14.6K+ 4.66% |
$360K - $366K
|
329K
$8.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.4K+ 12.66% |
$353K - $359K
|
128K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
14.3K+ 45.73% |
$352K - $358K
|
45.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$346K - $351K
|
14.1K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 37.35% |
$335K - $340K
|
50.1K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
13.5K+ 11.76% |
$332K - $337K
|
128K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.4K+ 65.5% |
$329K - $334K
|
33.8K
$847K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
13K+ 69.84% |
$321K - $326K
|
31.7K
$794K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$311K - $316K
|
12.7K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$307K - $312K
|
12.5K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.4KNew |
$304K - $309K
|
12.4K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
12.2KNew |
$299K - $304K
|
12.2K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.8K+ 6.37% |
$241K - $245K
|
164K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.74KNew |
$240K - $243K
|
9.74K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.41K+ 3.19% |
$232K - $235K
|
304K
$7.62M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.33KNew |
$229K - $233K
|
9.33K
$234K
|