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 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
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.77K+ 1.59% |
$64.8K - $66.1K
|
178K
$4.15M
|
|
|
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
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-14.4K- 47.63% |
$336K - $343K
|
15.8K
$370K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.25% |
$5.94K - $6.05K
|
20.5K
$479K
|
|
|
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
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.9K+ 65.54% |
$347K - $354K
|
37.5K
$878K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 9.95% |
$25K - $25.5K
|
9.68K
$226K
|
|
|
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
|
Gradient Investments LLC
|
SELL
|
- |
-114- 0.42% |
$2.67K - $2.72K
|
27.3K
$639K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.7KNew |
$624K - $636K
|
26.7K
$624K
|
|
|
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
|
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 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
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 4.43% |
$1.19K - $1.23K
|
1.12K
$26.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-22- 0.02% |
$504 - $521
|
123K
$2.87M
|
|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.29K+ 6.26% |
$52.5K - $54.3K
|
38.9K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
402+ 2.63% |
$9.2K - $9.53K
|
15.7K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 5.16% |
$945K - $979K
|
842K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 3.62% |
$299K - $310K
|
374K
$8.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.9KNew |
$570K - $590K
|
24.9K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
450+ 1.92% |
$10.3K - $10.7K
|
23.9K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123K- 7.43% |
$2.8M - $2.9M
|
1.53M
$35.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.23K+ 38.97% |
$96.8K - $100K
|
15.1K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 1.48% |
$141K - $146K
|
423K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
534+ 0.83% |
$12.2K - $12.7K
|
64.7K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9K+ 78.56% |
$570K - $590K
|
56.6K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 16.5% |
$498K - $516K
|
154K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.29K- 15.68% |
$144K - $149K
|
33.8K
$791K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.72K+ 33.52% |
$108K - $112K
|
18.8K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
310New |
$7.1K - $7.35K
|
310
$7.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25K+ 169.72% |
$572K - $592K
|
39.7K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-995- 15.99% |
$22.8K - $23.6K
|
5.23K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
460+ 1.37% |
$10.5K - $10.9K
|
34.1K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 16.79% |
$2.91M - $3.02M
|
885K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.76K+ 7.76% |
$155K - $160K
|
93.9K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
325New |
$7.44K - $7.7K
|
325
$7.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.4K+ 103.64% |
$399K - $413K
|
34.3K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-634- 6.38% |
$14.5K - $15K
|
9.31K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.6K+ 25.79% |
$1.2M - $1.25M
|
257K
$6M
|
|