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
|
Mai Capital Management
|
SELL
|
- |
-4- 0.04% |
$98.4 - $100
|
8.94K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.4% |
$640 - $650
|
6.51K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33- 0.32% |
$812 - $825
|
10.4K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.27% |
$959 - $975
|
1.68K
$42K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-56- 0.54% |
$1.38K - $1.4K
|
10.3K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 0.81% |
$3K - $3.05K
|
15K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.4% |
$3.37K - $3.42K
|
34.2K
$857K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-139- 0.97% |
$3.42K - $3.47K
|
14.2K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-152- 0.11% |
$3.74K - $3.8K
|
141K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-180- 1.96% |
$4.43K - $4.5K
|
9.02K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-209- 2.28% |
$5.14K - $5.22K
|
8.95K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-210- 1.71% |
$5.17K - $5.25K
|
12.1K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-241- 0.24% |
$5.93K - $6.02K
|
98.8K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-248- 0.11% |
$6.1K - $6.2K
|
220K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-250- 1.16% |
$6.15K - $6.25K
|
21.3K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-275- 0.74% |
$6.77K - $6.87K
|
37K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-327- 1.38% |
$8.04K - $8.17K
|
23.3K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-342- 0.68% |
$8.41K - $8.55K
|
49.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-491- 0.19% |
$12.1K - $12.3K
|
261K
$6.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-512- 35.53% |
$12.6K - $12.8K
|
929
$23.3K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-524- 0.86% |
$12.9K - $13.1K
|
60.7K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-556- 2.36% |
$13.7K - $13.9K
|
23K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-577- 3.13% |
$14.2K - $14.4K
|
17.9K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-603- 0.16% |
$14.8K - $15.1K
|
373K
$9.33M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-663- 6.56% |
$16.3K - $16.6K
|
9.44K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-671- 4.13% |
$16.5K - $16.8K
|
15.6K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-677- 4.87% |
$16.7K - $16.9K
|
13.2K
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-700- 2.07% |
$17.2K - $17.5K
|
33K
$827K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-755- 26.88% |
$18.6K - $18.9K
|
2.05K
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-866- 8.85% |
$21.3K - $21.6K
|
8.92K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-989- 59.72% |
$24.3K - $24.7K
|
667
$16.7K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1K- 5.71% |
$24.6K - $25K
|
16.5K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 11.0% |
$25.1K - $25.5K
|
8.26K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.95% |
$25.8K - $26.2K
|
16.6K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.08K- 6.61% |
$26.5K - $26.9K
|
15.2K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.12K- 0.33% |
$27.5K - $27.9K
|
334K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 2.74% |
$29.6K - $30.1K
|
42.7K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.37K- 9.54% |
$33.6K - $34.1K
|
12.9K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.4K- 29.36% |
$34.3K - $34.9K
|
3.36K
$84.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.48% |
$44.4K - $45.1K
|
10.6K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.9K- 19.97% |
$46.7K - $47.5K
|
7.61K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$43.7K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-2.02K- 7.86% |
$49.6K - $50.4K
|
23.6K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 12.61% |
$60.7K - $61.7K
|
17.1K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.62K- 13.87% |
$64.4K - $65.4K
|
16.2K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.84K- 3.44% |
$69.8K - $70.9K
|
79.6K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 5.98% |
$76.1K - $77.3K
|
48.6K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.19K- 5.53% |
$78.4K - $79.6K
|
54.4K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.19K- 16.07% |
$78.4K - $79.7K
|
16.7K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.51K- 23.26% |
$86.3K - $87.7K
|
11.6K
$290K
|