Latest Institutional Purchases of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
68.7K+ 13.62% |
$1.61M - $1.64M
|
573K
$13.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9KNew |
$699K - $712K
|
29.9K
$699K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.9K+ 3.82% |
$628K - $640K
|
731K
$17.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.7KNew |
$624K - $636K
|
26.7K
$624K
|
|
|
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
|
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
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 13.1% |
$25.2M - $26.1M
|
9.5M
$222M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
703K+ 19.16% |
$16.1M - $16.7M
|
4.37M
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
495K+ 20.65% |
$11.3M - $11.7M
|
2.89M
$67.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
273K+ 8.98% |
$6.25M - $6.47M
|
3.31M
$77.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
236KNew |
$5.4M - $5.59M
|
236K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
215K+ 988.46% |
$4.92M - $5.1M
|
237K
$5.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
179K+ 9.39% |
$4.1M - $4.25M
|
2.09M
$48.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 16.79% |
$2.91M - $3.02M
|
885K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
88.8K+ 6.25% |
$2.03M - $2.1M
|
1.51M
$35.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.7K+ 49.45% |
$1.71M - $1.77M
|
226K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
60.8K+ 42.76% |
$1.39M - $1.44M
|
203K
$4.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.8K+ 4.55% |
$1.21M - $1.25M
|
1.21M
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.6K+ 25.79% |
$1.2M - $1.25M
|
257K
$6M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
49.9KNew |
$1.14M - $1.18M
|
49.9K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
46.5K+ 5.02% |
$1.06M - $1.1M
|
973K
$22.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.6KNew |
$998K - $1.03M
|
43.6K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 5.16% |
$945K - $979K
|
842K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
37.9KNew |
$867K - $897K
|
37.9K
$885K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.7K+ 23.43% |
$863K - $893K
|
199K
$4.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 14.11% |
$841K - $870K
|
297K
$6.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 5.54% |
$809K - $838K
|
674K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
29.3KNew |
$670K - $694K
|
29.3K
$684K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 14.99% |
$591K - $612K
|
198K
$4.63M
|
|
|
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 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25K+ 169.72% |
$572K - $592K
|
39.7K
$929K
|
|
|
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
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9K+ 78.56% |
$570K - $590K
|
56.6K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.3K+ 10.65% |
$557K - $577K
|
253K
$5.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.1K+ 14.16% |
$530K - $548K
|
187K
$4.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.4KNew |
$512K - $531K
|
22.4K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.3K+ 50.16% |
$511K - $529K
|
66.8K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 16.5% |
$498K - $516K
|
154K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9K+ 34.99% |
$479K - $496K
|
80.8K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 6.3% |
$438K - $454K
|
323K
$7.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 18.65% |
$430K - $445K
|
119K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.5K+ 78.37% |
$400K - $414K
|
39.8K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.4K+ 103.64% |
$399K - $413K
|
34.3K
$801K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 9.18% |
$387K - $401K
|
201K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.5K+ 10755.56% |
$377K - $390K
|
16.6K
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16K+ 10.09% |
$367K - $380K
|
175K
$4.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.6KNew |
$357K - $370K
|
15.6K
$365K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 6.76% |
$331K - $343K
|
228K
$5.34M
|
|