Purchases and Sales Made in Q4 2025 in Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG AWARE USD CORPO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
68.7K+ 13.62% |
$1.61M - $1.64M
|
573K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.1KNew |
$1.22M - $1.24M
|
52.1K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9KNew |
$699K - $712K
|
29.9K
$699K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.9K+ 3.82% |
$628K - $640K
|
731K
$17.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.7KNew |
$624K - $636K
|
26.7K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
23.2K+ 79.35% |
$543K - $553K
|
52.5K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 9.82% |
$525K - $534K
|
251K
$5.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.9K+ 65.54% |
$347K - $354K
|
37.5K
$878K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
8.83KNew |
$206K - $210K
|
8.83K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.06K+ 8.67% |
$165K - $168K
|
88.5K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.77K+ 1.59% |
$64.8K - $66.1K
|
178K
$4.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.71K+ 19.41% |
$40.1K - $40.8K
|
10.5K
$247K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 14.33% |
$39.3K - $40K
|
13.4K
$314K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.46K+ 4.87% |
$34.1K - $34.8K
|
31.4K
$735K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
812+ 4.8% |
$19K - $19.3K
|
17.7K
$415K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 2.78% |
$16.4K - $16.7K
|
25.9K
$604K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
513+ 4.26% |
$12K - $12.2K
|
12.6K
$294K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
342New |
$8K - $8.15K
|
342
$8K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
281+ 1.24% |
$6.57K - $6.69K
|
23K
$539K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.25% |
$5.94K - $6.05K
|
20.5K
$479K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
233+ 1.48% |
$5.45K - $5.55K
|
16K
$375K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 7.93% |
$3.34K - $3.41K
|
1.95K
$45.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
118+ 0.26% |
$2.76K - $2.81K
|
45.2K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
86New |
$2.01K - $2.05K
|
86
$2.01K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 0.16% |
$631 - $643
|
17.2K
$402K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
19+ 0.12% |
$444 - $453
|
15.6K
$365K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.15% |
$421 - $429
|
11.7K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-114- 0.42% |
$2.67K - $2.72K
|
27.3K
$639K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 9.95% |
$25K - $25.5K
|
9.68K
$226K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 8.92% |
$41.9K - $42.7K
|
18.3K
$428K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 3.54% |
$81.6K - $83.1K
|
95.2K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.44K- 7.27% |
$104K - $106K
|
56.7K
$1.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-14.4K- 47.63% |
$336K - $343K
|
15.8K
$370K
|
|