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
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1K+ 5.88% |
$24.6K - $25K
|
18K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
886+ 1.81% |
$21.8K - $22.1K
|
49.9K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
830+ 8.1% |
$20.4K - $20.7K
|
11.1K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
731+ 17.48% |
$18K - $18.3K
|
4.91K
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
720+ 0.91% |
$17.7K - $18K
|
79.7K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
679+ 0.91% |
$16.7K - $17K
|
75.4K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
606+ 2.36% |
$14.9K - $15.1K
|
26.3K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
586+ 1.9% |
$14.4K - $14.6K
|
31.4K
$787K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
564+ 1044.44% |
$13.9K - $14.1K
|
618
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 4.36% |
$12.7K - $12.9K
|
12.4K
$310K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
517+ 272.11% |
$12.7K - $12.9K
|
707
$17.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
509+ 2.2% |
$12.5K - $12.7K
|
23.7K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
460+ 1.07% |
$11.3K - $11.5K
|
43.6K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
439+ 2.03% |
$10.8K - $11K
|
22.1K
$553K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
423+ 5.2% |
$10.4K - $10.6K
|
8.55K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
414+ 1.67% |
$10.2K - $10.3K
|
25.2K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
407+ 1.01% |
$10K - $10.2K
|
40.7K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
364+ 2.5% |
$8.95K - $9.1K
|
14.9K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
355New |
$8.73K - $8.87K
|
355
$8.89K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
341+ 10.56% |
$8.39K - $8.52K
|
3.57K
$89.4K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
294+ 0.26% |
$7.23K - $7.35K
|
114K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
248+ 9.33% |
$6.1K - $6.2K
|
2.91K
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
244+ 0.73% |
$6K - $6.1K
|
33.7K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
202+ 0.48% |
$4.97K - $5.05K
|
41.9K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
185+ 0.04% |
$4.55K - $4.62K
|
499K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
155+ 0.55% |
$3.81K - $3.87K
|
28.1K
$705K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
135+ 0.73% |
$3.32K - $3.37K
|
18.7K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
123New |
$3.03K - $3.07K
|
123
$3.08K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
112+ 2.82% |
$2.76K - $2.8K
|
4.08K
$102K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 3.5% |
$2.71K - $2.75K
|
3.25K
$81.5K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 0.31% |
$2.46K - $2.5K
|
32.6K
$816K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
95New |
$2.34K - $2.37K
|
95
$2.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
83+ 0.77% |
$2.04K - $2.07K
|
10.9K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
81+ 0.83% |
$1.99K - $2.02K
|
9.86K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
73+ 4.5% |
$1.8K - $1.82K
|
1.69K
$42.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66+ 1.63% |
$1.62K - $1.65K
|
4.1K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64New |
$1.57K - $1.6K
|
64
$1.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 0.73% |
$1.57K - $1.6K
|
8.82K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
59+ 0.73% |
$1.45K - $1.47K
|
8.14K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
51+ 6.64% |
$1.25K - $1.27K
|
819
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.18% |
$1.18K - $1.2K
|
27.3K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
45+ 0.55% |
$1.11K - $1.12K
|
8.25K
$206K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
32+ 0.16% |
$787 - $800
|
20.5K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28+ 0.72% |
$689 - $700
|
3.94K
$98.6K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18+ 0.11% |
$443 - $450
|
17.1K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$344 - $350
|
14
$351
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.73% |
$271 - $275
|
203
$5.08K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10+ 0.7% |
$246 - $250
|
1.43K
$35.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.66% |
$123 - $125
|
766
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.18% |
$49.2 - $50
|
171
$4.28K
|