Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
266KNew |
$6.56M - $6.7M
|
266K
$6.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
105K+ 81.65% |
$2.58M - $2.64M
|
233K
$5.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39.4K+ 57078.26% |
$971K - $991K
|
39.5K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
29.9K+ 11.04% |
$736K - $751K
|
300K
$7.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
22.2KNew |
$546K - $558K
|
22.2K
$558K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
19.2K+ 35.21% |
$473K - $483K
|
73.6K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
16.4K+ 3.82% |
$405K - $413K
|
446K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.4KNew |
$380K - $388K
|
15.4K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.2K+ 4.39% |
$375K - $383K
|
361K
$9.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$343K - $351K
|
13.9K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.9K+ 7.32% |
$342K - $349K
|
203K
$5.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.8K+ 81.96% |
$265K - $271K
|
23.9K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.76K+ 79.0% |
$241K - $246K
|
22.1K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 2.41% |
$228K - $233K
|
393K
$9.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.73K+ 8.09% |
$215K - $220K
|
117K
$2.94M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$214K - $218K
|
8.66K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.56KNew |
$211K - $215K
|
8.56K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.12K+ 4.76% |
$176K - $179K
|
157K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.85K+ 3.12% |
$169K - $173K
|
227K
$5.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
6.83K+ 5.99% |
$168K - $172K
|
121K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.3K+ 37.8% |
$155K - $159K
|
23K
$578K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 7.41% |
$149K - $152K
|
87.6K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.03K+ 12.05% |
$149K - $152K
|
56.1K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.72K+ 175.75% |
$141K - $144K
|
8.97K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 34.28% |
$102K - $104K
|
16.2K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.85% |
$91.1K - $93K
|
133K
$3.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.61K+ 2.08% |
$89.1K - $90.9K
|
178K
$4.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
3.55K+ 5.85% |
$87.6K - $89.4K
|
64.3K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.07K+ 24.53% |
$75.7K - $77.2K
|
15.6K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.07K+ 7.04% |
$75.6K - $77.2K
|
46.6K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.96K+ 6.5% |
$73.1K - $74.6K
|
48.6K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.95K+ 8.27% |
$72.7K - $74.2K
|
38.6K
$971K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.85K+ 3.61% |
$70.2K - $71.7K
|
81.7K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72K+ 16.62% |
$67.1K - $68.5K
|
19.1K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.62K+ 3.48% |
$64.6K - $65.9K
|
78K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.36K+ 11.38% |
$58.1K - $59.3K
|
23.1K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.28K+ 6.9% |
$56.2K - $57.4K
|
35.3K
$889K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.25K+ 8.86% |
$55.5K - $56.6K
|
27.7K
$696K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 5.63% |
$55.1K - $56.3K
|
42K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.09K+ 1.48% |
$51.5K - $52.5K
|
143K
$3.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.06K+ 2.59% |
$50.9K - $51.9K
|
81.6K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 2.66% |
$50.4K - $51.4K
|
79K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 1.95% |
$47.4K - $48.4K
|
101K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.62K+ 14.58% |
$39.8K - $40.6K
|
12.7K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 32.26% |
$31.6K - $32.3K
|
5.26K
$132K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.99% |
$28K - $28.5K
|
116K
$2.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$27.1K - $27.6K
|
18.8K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.06K+ 31.5% |
$26K - $26.6K
|
4.41K
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.02K+ 8.94% |
$25.2K - $25.7K
|
12.4K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
814+ 3.44% |
$20.1K - $20.5K
|
24.5K
$616K
|