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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14KNew |
$320K - $331K
|
14K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.98K+ 16.25% |
$45.2K - $46.8K
|
14.1K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.4KNew |
$512K - $531K
|
22.4K
$523K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 18.65% |
$430K - $445K
|
119K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.6KNew |
$357K - $370K
|
15.6K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
46.5K+ 5.02% |
$1.06M - $1.1M
|
973K
$22.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
88.8K+ 6.25% |
$2.03M - $2.1M
|
1.51M
$35.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
492+ 2.15% |
$11.3K - $11.7K
|
23.4K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
614+ 4.52% |
$14.1K - $14.6K
|
14.2K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.06K- 7.72% |
$24.3K - $25.1K
|
12.7K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
370+ 2.07% |
$8.47K - $8.77K
|
18.3K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-253K- 24.86% |
$5.79M - $6M
|
765K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 16.74% |
$229K - $238K
|
69.9K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.3K+ 10.65% |
$557K - $577K
|
253K
$5.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-929- 8.61% |
$21.3K - $22K
|
9.86K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
329+ 1.15% |
$7.53K - $7.8K
|
29K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
110+ 1.11% |
$2.52K - $2.61K
|
10K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.73K- 83.57% |
$177K - $183K
|
1.52K
$35.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98- 1.1% |
$2.24K - $2.32K
|
8.8K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
105New |
$2.4K - $2.49K
|
105
$2.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-409- 1.63% |
$9.36K - $9.69K
|
24.7K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.09K- 16.04% |
$116K - $121K
|
26.6K
$623K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 4.18% |
$24K - $24.8K
|
24K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
882+ 33.51% |
$20.2K - $20.9K
|
3.51K
$82.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.3K+ 50.16% |
$511K - $529K
|
66.8K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58- 0.55% |
$1.33K - $1.37K
|
10.4K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
481+ 16.56% |
$11K - $11.4K
|
3.39K
$79.2K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 4.77% |
$38.5K - $39.9K
|
37K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.37K+ 14.14% |
$123K - $127K
|
43.3K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.5K+ 78.37% |
$400K - $414K
|
39.8K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
495K+ 20.65% |
$11.3M - $11.7M
|
2.89M
$67.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
364+ 1.04% |
$8.33K - $8.63K
|
35.3K
$826K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.1K+ 14.16% |
$530K - $548K
|
187K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
990+ 0.81% |
$22.7K - $23.5K
|
124K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.15K- 55.75% |
$49.3K - $51K
|
1.71K
$40K
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
SELL
|
- |
-25.7K- 17.49% |
$589K - $610K
|
121K
$2.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-318- 0.38% |
$7.28K - $7.54K
|
83.6K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 15.03% |
$130K - $135K
|
43.6K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-786- 3.21% |
$18K - $18.6K
|
23.7K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 14.91% |
$34.8K - $36K
|
11.7K
$274K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.93KNew |
$89.9K - $93.1K
|
3.93K
$91.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
718+ 16.49% |
$16.4K - $17K
|
5.07K
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-700- 5.64% |
$16K - $16.6K
|
11.7K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
465+ 13.44% |
$10.6K - $11K
|
3.93K
$91.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
703K+ 19.16% |
$16.1M - $16.7M
|
4.37M
$102M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.15K+ 22.4% |
$49.1K - $50.9K
|
11.7K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.71K+ 19.67% |
$39K - $40.4K
|
10.4K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1K+ 166.67% |
$22.9K - $23.7K
|
1.6K
$37.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.15K+ 13.77% |
$94.9K - $98.3K
|
34.3K
$801K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.47K+ 3.37% |
$33.6K - $34.8K
|
45.1K
$1.05M
|
|