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 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.27K+ 4.94% |
$228K - $232K
|
197K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.84KNew |
$217K - $221K
|
8.84K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.67KNew |
$213K - $217K
|
8.67K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.34KNew |
$205K - $208K
|
8.34K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.16K+ 4.6% |
$201K - $204K
|
185K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01KNew |
$197K - $200K
|
8.01K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.39K+ 8.71% |
$157K - $160K
|
79.7K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.2K+ 5.02% |
$152K - $155K
|
130K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.9K+ 49.53% |
$145K - $147K
|
17.8K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.58K+ 7.76% |
$137K - $139K
|
77.4K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.58K+ 7.76% |
$137K - $139K
|
77.4K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 12.28% |
$128K - $130K
|
47.7K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.21K+ 7.74% |
$128K - $130K
|
72.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93K+ 49.75% |
$121K - $123K
|
14.8K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 12.56% |
$112K - $114K
|
40.7K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.53K+ 1.2% |
$111K - $113K
|
383K
$9.59M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 2.6% |
$108K - $110K
|
174K
$4.35M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.69K+ 0.54% |
$90.7K - $92.2K
|
684K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.45K+ 20.52% |
$84.9K - $86.2K
|
20.3K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.28K+ 40.06% |
$80.7K - $81.9K
|
11.5K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.2K+ 18.29% |
$78.7K - $80K
|
20.7K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.93K+ 7.41% |
$72K - $73.1K
|
42.4K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77K+ 14.12% |
$68.2K - $69.3K
|
22.4K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.58K+ 0.55% |
$63.4K - $64.4K
|
470K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.5K+ 13.66% |
$61.6K - $62.6K
|
20.8K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.38KNew |
$58.5K - $59.5K
|
2.38K
$59.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.34K+ 3.6% |
$57.6K - $58.6K
|
67.4K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.26K+ 0.81% |
$55.5K - $56.4K
|
282K
$7.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 24.1% |
$52.9K - $53.7K
|
11.1K
$277K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08K+ 287.45% |
$51.3K - $52.1K
|
2.81K
$70.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 1.2% |
$50K - $50.8K
|
171K
$4.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.89K+ 2.38% |
$46.6K - $47.3K
|
81.6K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.85K+ 9.22% |
$45.4K - $46.1K
|
21.9K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.82K+ 6.86% |
$44.6K - $45.4K
|
28.3K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.72K+ 9.38% |
$42.3K - $43K
|
20K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.66K+ 15.29% |
$40.8K - $41.5K
|
12.5K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.62K+ 11.0% |
$39.9K - $40.5K
|
16.4K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.59K+ 9.96% |
$39K - $39.6K
|
17.5K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.56K+ 17.72% |
$38.5K - $39.1K
|
10.4K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 64.47% |
$38.4K - $39K
|
3.98K
$99.6K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.49K+ 80.02% |
$36.7K - $37.2K
|
3.35K
$83.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.92% |
$35.7K - $36.3K
|
76.9K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 8.55% |
$35.3K - $35.9K
|
18.2K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.32K+ 7.16% |
$32.3K - $32.9K
|
19.7K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.3K+ 11.57% |
$31.9K - $32.4K
|
12.5K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.28K+ 1.46% |
$31.5K - $32K
|
88.7K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.22K+ 11.79% |
$30K - $30.4K
|
11.5K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.3K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.07K+ 2.55% |
$26.3K - $26.7K
|
42.9K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.06K+ 4.33% |
$26K - $26.4K
|
25.4K
$636K
|