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 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.76K+ 45.18% |
$63.3K - $65.5K
|
8.88K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.07K+ 8.47% |
$139K - $144K
|
77.8K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
236KNew |
$5.4M - $5.59M
|
236K
$5.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.93K- 29.8% |
$90K - $93.1K
|
9.26K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.46K+ 15.09% |
$148K - $153K
|
49.3K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.08K+ 11.01% |
$185K - $191K
|
81.5K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
258+ 1.82% |
$5.91K - $6.11K
|
14.4K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 5.54% |
$809K - $838K
|
674K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.8K- 6.68% |
$41.2K - $42.7K
|
25.2K
$588K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 14.99% |
$591K - $612K
|
198K
$4.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-14- 2.41% |
$320 - $332
|
566
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 32.12% |
$284K - $295K
|
51.1K
$1.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16K+ 10.09% |
$367K - $380K
|
175K
$4.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14.4K+ 7.46% |
$330K - $342K
|
208K
$4.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.93K+ 6.17% |
$204K - $212K
|
154K
$3.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 4.69% |
$68.9K - $71.3K
|
61.1K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-400- 2.28% |
$9.16K - $9.48K
|
17.2K
$402K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
432+ 2.21% |
$9.89K - $10.2K
|
20K
$467K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.81K+ 17.72% |
$64.4K - $66.7K
|
18.7K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.83KNew |
$202K - $209K
|
8.83K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 19.18% |
$74.6K - $77.2K
|
20.3K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
236+ 1.85% |
$5.4K - $5.59K
|
13K
$304K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$160 - $166
|
690
$16.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
553+ 4.11% |
$12.7K - $13.1K
|
14K
$327K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-584- 5.32% |
$13.4K - $13.8K
|
10.4K
$243K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.16K+ 15.84% |
$49.4K - $51.1K
|
15.8K
$369K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
155+ 0.7% |
$3.55K - $3.67K
|
22.3K
$521K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.06K- 12.89% |
$92.9K - $96.2K
|
27.4K
$641K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
38.2K+ 8.2% |
$875K - $906K
|
504K
$11.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.15K+ 22.4% |
$49.1K - $50.9K
|
11.7K
$274K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 5.78% |
$515K - $533K
|
420K
$9.82M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.39KNew |
$31.2K - $32.3K
|
1.39K
$32.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$23K - $23.9K
|
1.03K
$24K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 21.69% |
$6.35K - $6.57K
|
1.59K
$37.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.3KNew |
$725K - $751K
|
32.3K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
215+ 8.65% |
$4.82K - $4.99K
|
2.7K
$63.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-857- 1.41% |
$19.2K - $19.9K
|
59.8K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
817New |
$18.3K - $19K
|
817
$19.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.71KNew |
$83.2K - $86.2K
|
3.71K
$86.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
272+ 13.46% |
$6.1K - $6.32K
|
2.29K
$53.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$69.8K - $72.2K
|
3.11K
$72.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 2.86% |
$44.9 - $46.5
|
68
$1.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
162New |
$3.63K - $3.76K
|
162
$3.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.45KNew |
$212K - $220K
|
9.45K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-500- 6.85% |
$11.2K - $11.6K
|
6.79K
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 9.43% |
$1.7K - $1.77K
|
730
$17.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.29K- 19.56% |
$29K - $30.1K
|
5.32K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.09K+ 12.74% |
$114K - $118K
|
45K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
37+ 0.29% |
$830 - $860
|
12.6K
$295K
|
|