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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$250K - $258K
|
10.9K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.77K+ 1.57% |
$86.3K - $89.3K
|
244K
$5.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.07KNew |
$116K - $120K
|
5.07K
$118K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.62K+ 18.56% |
$37.2K - $38.5K
|
10.4K
$242K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
527+ 1.09% |
$12.1K - $12.5K
|
48.8K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.12K- 97.9% |
$25.6K - $26.5K
|
24
$561
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
475+ 3.15% |
$10.9K - $11.3K
|
15.6K
$364K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.6KNew |
$998K - $1.03M
|
43.6K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.55K+ 6.19% |
$58.4K - $60.5K
|
43.8K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.46KNew |
$171K - $177K
|
7.46K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.7K+ 49.45% |
$1.71M - $1.77M
|
226K
$5.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.31K+ 2.56% |
$30K - $31K
|
52.4K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 15.11% |
$44.9K - $46.5K
|
15K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.57K+ 16.34% |
$81.6K - $84.5K
|
25.4K
$594K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
73+ 1.1% |
$1.67K - $1.73K
|
6.69K
$156K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.39K- 18.08% |
$31.9K - $33K
|
6.31K
$148K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.78K- 20.91% |
$109K - $113K
|
18.1K
$422K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.13K+ 2.62% |
$25.8K - $26.7K
|
44K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 6.09% |
$28.5K - $29.5K
|
19.2K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.68K+ 21.65% |
$222K - $229K
|
54.4K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110K+ 18.46% |
$2.51M - $2.6M
|
704K
$16.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.1% |
$2.82K - $2.92K
|
11.3K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
281+ 2.38% |
$6.43K - $6.66K
|
12.1K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-82- 0.34% |
$1.88K - $1.94K
|
23.9K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.86K- 9.71% |
$111K - $115K
|
45.2K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.8K+ 14.38% |
$271K - $280K
|
94.1K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.19K- 3.71% |
$165K - $170K
|
186K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.43K+ 25.23% |
$55.7K - $57.6K
|
12.1K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 9.18% |
$387K - $401K
|
201K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.65K+ 33.75% |
$198K - $205K
|
34.3K
$801K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
228+ 0.77% |
$5.22K - $5.4K
|
30K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
41+ 0.33% |
$938 - $972
|
12.3K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.12% |
$252 - $261
|
991
$23.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.5K+ 10755.56% |
$377K - $390K
|
16.6K
$388K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 12.81% |
$256K - $266K
|
98.7K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
66+ 0.29% |
$1.51K - $1.56K
|
22.7K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.34K- 29.35% |
$30.7K - $31.8K
|
3.23K
$75.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
971+ 4.77% |
$22.2K - $23K
|
21.3K
$498K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.39K+ 9.39% |
$31.7K - $32.9K
|
16.2K
$378K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
739+ 2.31% |
$16.9K - $17.5K
|
32.7K
$765K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
861+ 8.71% |
$19.7K - $20.4K
|
10.7K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9K+ 34.99% |
$479K - $496K
|
80.8K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.39K+ 5.35% |
$31.8K - $32.9K
|
27.3K
$639K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-83.1K- 31.51% |
$1.9M - $1.97M
|
181K
$4.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
3.31K+ 17.58% |
$75.7K - $78.4K
|
22.1K
$517K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 0.27% |
$435 - $450
|
7.12K
$166K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
959New |
$22K - $22.7K
|
959
$22.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 6.76% |
$331K - $343K
|
228K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.31K+ 7.2% |
$75.7K - $78.4K
|
49.2K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.69K- 3.91% |
$38.8K - $40.1K
|
41.6K
$974K
|
|