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 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
55+ 2.54% |
$1.26K - $1.3K
|
2.22K
$52K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
273K+ 8.98% |
$6.25M - $6.47M
|
3.31M
$77.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.59K+ 3.77% |
$128K - $133K
|
154K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.01KNew |
$46K - $47.7K
|
2.01K
$47K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$205K - $213K
|
8.97K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-12- 0.09% |
$275 - $284
|
14K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 14.11% |
$841K - $870K
|
297K
$6.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 86.04% |
$298K - $308K
|
28.1K
$658K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.57K+ 10.48% |
$35.9K - $37.2K
|
16.5K
$387K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 3.95% |
$48.4K - $50.1K
|
55.6K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-324- 1.95% |
$7.42K - $7.68K
|
16.3K
$381K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
6.55KNew |
$150K - $155K
|
6.55K
$153K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.23K+ 20.97% |
$120K - $124K
|
30.2K
$706K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
1.95K+ 6.34% |
$44.5K - $46.1K
|
32.6K
$763K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.93KNew |
$204K - $212K
|
8.93K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
546+ 3.75% |
$12.5K - $12.9K
|
15.1K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
481+ 2.16% |
$11K - $11.4K
|
22.8K
$532K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 5.14% |
$64.1K - $66.3K
|
57.2K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 12.63% |
$27K - $27.9K
|
10.5K
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 13.86% |
$33.6K - $34.8K
|
12.1K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
215K+ 988.46% |
$4.92M - $5.1M
|
237K
$5.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.75KNew |
$200K - $207K
|
8.75K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.13% |
$206 - $213
|
808
$18.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.86KNew |
$203K - $210K
|
8.86K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.82KNew |
$202K - $209K
|
8.82K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.04K- 0.52% |
$23.9K - $24.7K
|
201K
$4.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 13.1% |
$25.2M - $26.1M
|
9.5M
$222M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
29.3KNew |
$670K - $694K
|
29.3K
$684K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 11.31% |
$60.2K - $62.3K
|
25.9K
$605K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
919+ 5.27% |
$21K - $21.8K
|
18.4K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 6.3% |
$438K - $454K
|
323K
$7.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.77K+ 11.65% |
$40.4K - $41.9K
|
16.9K
$396K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-179- 0.72% |
$4.1K - $4.24K
|
24.7K
$578K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.56K+ 9.31% |
$127K - $132K
|
65.3K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-4.34K- 6.48% |
$99.4K - $103K
|
62.7K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
88+ 0.78% |
$2.01K - $2.09K
|
11.4K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-686- 20.91% |
$15.7K - $16.3K
|
2.6K
$60.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
873+ 6.78% |
$20K - $20.7K
|
13.7K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.5K+ 47.81% |
$149K - $154K
|
20.1K
$469K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.4KNew |
$260K - $270K
|
11.4K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
19+ 0.21% |
$435 - $450
|
9.26K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 15.27% |
$139K - $144K
|
45.8K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
812+ 8.06% |
$18.6K - $19.2K
|
10.9K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.82K+ 10.81% |
$179K - $185K
|
80.1K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.16KNew |
$141K - $146K
|
6.16K
$144K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.73K+ 3.64% |
$85.4K - $88.4K
|
106K
$2.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.48K+ 15.93% |
$33.8K - $35K
|
10.7K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
179K+ 9.39% |
$4.1M - $4.25M
|
2.09M
$48.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
531+ 5.54% |
$12.2K - $12.6K
|
10.1K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.98% |
$137 - $142
|
619
$14.5K
|
|