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 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.6K- 11.04% |
$88.6K - $90K
|
29K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.93K- 3.22% |
$96.8K - $98.3K
|
118K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.16K- 19.01% |
$102K - $104K
|
17.7K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 19.1% |
$110K - $112K
|
19K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-4.53K- 25.13% |
$111K - $113K
|
13.5K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.13K- 83.98% |
$126K - $128K
|
978
$24.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.15K- 51.3% |
$127K - $129K
|
4.89K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.43K- 33.35% |
$134K - $136K
|
10.8K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.77K- 40.84% |
$142K - $144K
|
8.37K
$209K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.12K- 10.23% |
$150K - $153K
|
53.7K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.35K- 7.39% |
$156K - $159K
|
79.5K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.74K- 4.31% |
$166K - $169K
|
150K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.93K- 8.08% |
$171K - $173K
|
78.9K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 16.48% |
$173K - $176K
|
35.6K
$892K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.59K- 13.53% |
$187K - $190K
|
48.5K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.8K- 55.81% |
$192K - $195K
|
6.18K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 2.51% |
$285K - $290K
|
450K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7KClosed |
$287K - $292K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.1K- 17.8% |
$299K - $303K
|
56.1K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.2K- 3.08% |
$326K - $331K
|
416K
$10.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 35.39% |
$419K - $426K
|
31.1K
$779K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-17.3K- 11.49% |
$426K - $432K
|
133K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.7K- 34.26% |
$510K - $518K
|
39.7K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 22.2% |
$514K - $523K
|
73.3K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.5K- 28.85% |
$530K - $538K
|
53.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-23.8K- 82.56% |
$585K - $594K
|
5.02K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 54.83% |
$822K - $835K
|
27.5K
$689K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.7K- 73.43% |
$953K - $968K
|
14K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.9K- 25.28% |
$956K - $971K
|
115K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.5K- 44.23% |
$972K - $988K
|
49.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.8K- 36.82% |
$1.18M - $1.2M
|
82.1K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.2K- 85.65% |
$1.33M - $1.35M
|
9.09K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63.3K- 65.18% |
$1.56M - $1.58M
|
33.8K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72.3K- 32.27% |
$1.78M - $1.81M
|
152K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74.2K- 74.17% |
$1.83M - $1.85M
|
25.9K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-90.8K- 49.71% |
$2.23M - $2.27M
|
91.9K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 16.67% |
$2.48M - $2.52M
|
503K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-102K- 90.64% |
$2.5M - $2.54M
|
10.5K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 10.08% |
$2.74M - $2.79M
|
994K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-115K- 51.68% |
$2.84M - $2.88M
|
108K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153K- 66.34% |
$3.76M - $3.81M
|
77.5K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 32.82% |
$3.95M - $4.01M
|
329K
$8.23M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-228K- 66.57% |
$5.6M - $5.69M
|
114K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-532K- 86.92% |
$13.1M - $13.3M
|
80K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48M- 66.21% |
$36.5M - $37.1M
|
757K
$19M
|