Latest Institutional Transactions on Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
40+ 0.31% |
$935 - $953
|
13K
$305K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.59K+ 18.28% |
$131K - $133K
|
36.1K
$845K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.75KNew |
$228K - $232K
|
9.75K
$228K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.44KNew |
$127K - $130K
|
5.44K
$127K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
1.83K+ 8.28% |
$42.8K - $43.6K
|
23.9K
$560K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.64KNew |
$202K - $206K
|
8.64K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.6K- 32.45% |
$248K - $253K
|
22.1K
$517K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
939+ 6.7% |
$22K - $22.4K
|
15K
$350K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.23K+ 6.79% |
$28.7K - $29.2K
|
19.3K
$451K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-434- 1.04% |
$10.1K - $10.3K
|
41.2K
$963K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
281+ 1.24% |
$6.57K - $6.69K
|
23K
$539K
|
|
|
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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 9.82% |
$525K - $534K
|
251K
$5.87M
|
|
|
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 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
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
23.2K+ 79.35% |
$543K - $553K
|
52.5K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
86New |
$2.01K - $2.05K
|
86
$2.01K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.06K+ 8.67% |
$165K - $168K
|
88.5K
$2.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
8.83KNew |
$206K - $210K
|
8.83K
$206K
|
|
|
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
|
Spire Wealth Management
|
BUY
|
- |
342New |
$8K - $8.15K
|
342
$8K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 2.78% |
$16.4K - $16.7K
|
25.9K
$604K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.71K+ 19.41% |
$40.1K - $40.8K
|
10.5K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-14.4K- 47.63% |
$336K - $343K
|
15.8K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
513+ 4.26% |
$12K - $12.2K
|
12.6K
$294K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.77K+ 1.59% |
$64.8K - $66.1K
|
178K
$4.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 7.93% |
$3.34K - $3.41K
|
1.95K
$45.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.15% |
$421 - $429
|
11.7K
$274K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 9.95% |
$25K - $25.5K
|
9.68K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.9K+ 65.54% |
$347K - $354K
|
37.5K
$878K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.1KNew |
$1.22M - $1.24M
|
52.1K
$1.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.25% |
$5.94K - $6.05K
|
20.5K
$479K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 14.33% |
$39.3K - $40K
|
13.4K
$314K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9KNew |
$699K - $712K
|
29.9K
$699K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
233+ 1.48% |
$5.45K - $5.55K
|
16K
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 0.16% |
$631 - $643
|
17.2K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.44K- 7.27% |
$104K - $106K
|
56.7K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.7KNew |
$624K - $636K
|
26.7K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-114- 0.42% |
$2.67K - $2.72K
|
27.3K
$639K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
19+ 0.12% |
$444 - $453
|
15.6K
$365K
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
68.7K+ 13.62% |
$1.61M - $1.64M
|
573K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 8.92% |
$41.9K - $42.7K
|
18.3K
$428K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.9K+ 3.82% |
$628K - $640K
|
731K
$17.1M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.4K+ 30.03% |
$420K - $435K
|
79.4K
$1.86M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-22- 0.02% |
$504 - $521
|
123K
$2.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 4.43% |
$1.19K - $1.23K
|
1.12K
$26.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-301- 1.55% |
$6.89K - $7.13K
|
19.1K
$446K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
903+ 1.51% |
$20.7K - $21.4K
|
60.5K
$1.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.7KNew |
$199K - $206K
|
8.7K
$203K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.3K+ 9.89% |
$580K - $600K
|
281K
$6.58M
|
|