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 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
3.55K+ 5.85% |
$87.6K - $89.4K
|
64.3K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.14KNew |
$77.5K - $79.1K
|
3.14K
$79.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 18.01% |
$76K - $77.6K
|
20.2K
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.07K+ 24.53% |
$75.7K - $77.2K
|
15.6K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.07K+ 7.04% |
$75.6K - $77.2K
|
46.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.02K+ 39.62% |
$74.4K - $75.9K
|
10.6K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3K+ 13.02% |
$73.9K - $75.4K
|
26K
$658K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.96K+ 6.5% |
$73.1K - $74.6K
|
48.6K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.95K+ 8.27% |
$72.7K - $74.2K
|
38.6K
$976K
|
|
|
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
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72K+ 16.62% |
$67.1K - $68.5K
|
19.1K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.62K+ 3.48% |
$64.6K - $65.9K
|
78K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.36K+ 11.38% |
$58.1K - $59.3K
|
23.1K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.28K+ 6.9% |
$56.2K - $57.4K
|
35.3K
$894K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.25K+ 8.86% |
$55.5K - $56.6K
|
27.7K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 5.63% |
$55.1K - $56.3K
|
42K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 12.44% |
$53.7K - $54.8K
|
19.7K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.09K+ 1.48% |
$51.5K - $52.5K
|
143K
$3.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.06K+ 2.59% |
$50.9K - $51.9K
|
81.6K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.05K+ 5.05% |
$50.7K - $51.7K
|
42.8K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 2.66% |
$50.4K - $51.4K
|
79K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.03K+ 13.68% |
$50.1K - $51.1K
|
16.9K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 1.95% |
$47.4K - $48.4K
|
101K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.68K+ 2.49% |
$41.4K - $42.2K
|
69.1K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.62K+ 14.58% |
$39.8K - $40.6K
|
12.7K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.33K+ 15.98% |
$32.8K - $33.5K
|
9.67K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 32.26% |
$31.6K - $32.3K
|
5.26K
$133K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.99% |
$28K - $28.5K
|
116K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$27.1K - $27.6K
|
18.8K
$476K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.06K+ 31.5% |
$26K - $26.6K
|
4.41K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.02K+ 8.94% |
$25.2K - $25.7K
|
12.4K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
814+ 3.44% |
$20.1K - $20.5K
|
24.5K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
772+ 0.2% |
$19K - $19.4K
|
382K
$9.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
725+ 8.2% |
$17.9K - $18.2K
|
9.57K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
664+ 13.52% |
$16.4K - $16.7K
|
5.58K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
585+ 1.09% |
$14.4K - $14.7K
|
54.2K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
521+ 84.3% |
$12.8K - $13.1K
|
1.14K
$28.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
516+ 7.93% |
$12.7K - $13K
|
7.03K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
493+ 0.12% |
$12.2K - $12.4K
|
417K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
423+ 0.58% |
$10.4K - $10.6K
|
72.9K
$1.84M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$9.86K - $10.1K
|
400
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
375+ 7.32% |
$9.25K - $9.44K
|
5.5K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
367+ 1.09% |
$9.05K - $9.24K
|
34K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
349+ 9.78% |
$8.61K - $8.78K
|
3.92K
$99.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
329+ 1.58% |
$8.11K - $8.28K
|
21.2K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
310+ 1.63% |
$7.64K - $7.8K
|
19.3K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
304+ 0.73% |
$7.5K - $7.65K
|
42.2K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
294+ 2100.0% |
$7.25K - $7.4K
|
308
$7.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
287+ 13.97% |
$7.08K - $7.22K
|
2.34K
$59.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
234+ 0.83% |
$5.77K - $5.89K
|
28.4K
$718K
|