Latest Institutional Purchases of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$6.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
105K+ 81.65% |
$2.58M - $2.64M
|
233K
$5.84M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.2K+ 4.39% |
$375K - $383K
|
361K
$9.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$343K - $351K
|
13.9K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.9K+ 7.32% |
$342K - $349K
|
203K
$5.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.8K+ 81.96% |
$265K - $271K
|
23.9K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 2.41% |
$228K - $233K
|
393K
$9.84M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$214K - $218K
|
8.66K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.85K+ 3.12% |
$169K - $173K
|
227K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.3K+ 37.8% |
$155K - $159K
|
23K
$575K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 7.41% |
$149K - $152K
|
87.6K
$2.2M
|
|
|
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
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.85% |
$91.1K - $93K
|
133K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.07K+ 24.53% |
$75.7K - $77.2K
|
15.6K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.96K+ 6.5% |
$73.1K - $74.6K
|
48.6K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.62K+ 3.48% |
$64.6K - $65.9K
|
78K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.28K+ 6.9% |
$56.2K - $57.4K
|
35.3K
$885K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.09K+ 1.48% |
$51.5K - $52.5K
|
143K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 2.66% |
$50.4K - $51.4K
|
79K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 1.95% |
$47.4K - $48.4K
|
101K
$2.52M
|
|
|
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
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$27.1K - $27.6K
|
18.8K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
516+ 7.93% |
$12.7K - $13K
|
7.03K
$176K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
329+ 1.58% |
$8.11K - $8.28K
|
21.2K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
234+ 0.83% |
$5.77K - $5.89K
|
28.4K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
145+ 0.43% |
$3.58K - $3.65K
|
34K
$851K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.8% |
$2.17K - $2.21K
|
11.2K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
39+ 0.39% |
$962 - $982
|
9.99K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
22+ 0.12% |
$543 - $554
|
17.8K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$296 - $302
|
10.9K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.17% |
$222 - $227
|
775
$19.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
359K+ 1589.43% |
$8.83M - $8.97M
|
381K
$9.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
210K+ 24.06% |
$5.17M - $5.26M
|
1.08M
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 29.63% |
$4.22M - $4.29M
|
751K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 4.9% |
$3.7M - $3.76M
|
3.22M
$80.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 15.97% |
$3.15M - $3.2M
|
929K
$23.3M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
115KNew |
$2.84M - $2.88M
|
115K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
78.8K+ 41.13% |
$1.94M - $1.97M
|
270K
$6.78M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.8K+ 90.94% |
$1.52M - $1.54M
|
130K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
55.9K+ 88.84% |
$1.38M - $1.4M
|
119K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
51.8K+ 55.41% |
$1.27M - $1.29M
|
145K
$3.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
48.9K+ 524.11% |
$1.2M - $1.22M
|
58.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.3KNew |
$1.02M - $1.03M
|
41.3K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40.7K+ 11.21% |
$1M - $1.02M
|
403K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
39.3K+ 50.83% |
$967K - $982K
|
117K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7KNew |
$903K - $917K
|
36.7K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.3K+ 28.83% |
$820K - $833K
|
149K
$3.73M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.9KNew |
$734K - $746K
|
29.9K
$748K
|
|