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 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
52.1KNew |
$1.22M - $1.24M
|
52.1K
$1.22M
|
|
|
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 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
25.6KNew |
$598K - $609K
|
25.6K
$598K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
23.2K+ 79.35% |
$543K - $553K
|
52.5K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 9.82% |
$525K - $534K
|
251K
$5.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.9K+ 65.54% |
$347K - $354K
|
37.5K
$878K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.75KNew |
$228K - $232K
|
9.75K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
8.83KNew |
$206K - $210K
|
8.83K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.64KNew |
$202K - $206K
|
8.64K
$202K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.47K+ 4.54% |
$198K - $202K
|
195K
$4.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
7.62K+ 2.57% |
$178K - $181K
|
304K
$7.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.06K+ 8.67% |
$165K - $168K
|
88.5K
$2.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.59K+ 18.28% |
$131K - $133K
|
36.1K
$845K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.44KNew |
$127K - $130K
|
5.44K
$127K
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.04K+ 29.34% |
$71.1K - $72.5K
|
13.4K
$314K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.77K+ 1.59% |
$64.8K - $66.1K
|
178K
$4.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 3.75% |
$44.8K - $45.7K
|
53K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
1.83K+ 8.28% |
$42.8K - $43.6K
|
23.9K
$560K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.71K+ 19.41% |
$40.1K - $40.8K
|
10.5K
$247K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 14.33% |
$39.3K - $40K
|
13.4K
$314K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.61K+ 3.27% |
$37.7K - $38.4K
|
50.9K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.46K+ 4.87% |
$34.1K - $34.8K
|
31.4K
$735K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.23K+ 6.79% |
$28.7K - $29.2K
|
19.3K
$451K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
939+ 6.7% |
$22K - $22.4K
|
15K
$350K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
812+ 4.8% |
$19K - $19.3K
|
17.7K
$415K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 2.78% |
$16.4K - $16.7K
|
25.9K
$604K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
513+ 4.26% |
$12K - $12.2K
|
12.6K
$294K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
360+ 4.05% |
$8.42K - $8.58K
|
9.24K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
342New |
$8K - $8.15K
|
342
$8K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
281+ 1.24% |
$6.57K - $6.69K
|
23K
$539K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.25% |
$5.94K - $6.05K
|
20.5K
$479K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
233+ 1.48% |
$5.45K - $5.55K
|
16K
$375K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
222+ 1.19% |
$5.19K - $5.29K
|
18.9K
$442K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 7.93% |
$3.34K - $3.41K
|
1.95K
$45.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
118+ 0.26% |
$2.76K - $2.81K
|
45.2K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
86New |
$2.01K - $2.05K
|
86
$2.01K
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
40+ 0.31% |
$935 - $953
|
13K
$305K
|
|
|
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
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.15% |
$421 - $429
|
11.7K
$274K
|
|
| 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
|
|