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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
6.55KNew |
$150K - $155K
|
6.55K
$153K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.46K+ 15.09% |
$148K - $153K
|
49.3K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 1.48% |
$141K - $146K
|
423K
$9.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.16KNew |
$141K - $146K
|
6.16K
$144K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.07K+ 8.47% |
$139K - $144K
|
77.8K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 15.27% |
$139K - $144K
|
45.8K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 15.03% |
$130K - $135K
|
43.6K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.59K+ 3.77% |
$128K - $133K
|
154K
$3.6M
|
|
|
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 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.37K+ 14.14% |
$123K - $127K
|
43.3K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.07KNew |
$116K - $120K
|
5.07K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.01K+ 27.87% |
$115K - $119K
|
23K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.72K+ 33.52% |
$108K - $112K
|
18.8K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.23K+ 38.97% |
$96.8K - $100K
|
15.1K
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.15K+ 13.77% |
$94.9K - $98.3K
|
34.3K
$801K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.93KNew |
$89.9K - $93.1K
|
3.93K
$91.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.77K+ 1.57% |
$86.3K - $89.3K
|
244K
$5.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.73K+ 3.64% |
$85.4K - $88.4K
|
106K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.57K+ 16.34% |
$81.6K - $84.5K
|
25.4K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.31K+ 17.84% |
$75.8K - $78.5K
|
21.9K
$511K
|
|
|
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 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.81K+ 17.72% |
$64.4K - $66.7K
|
18.7K
$437K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 5.14% |
$64.1K - $66.3K
|
57.2K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.76K+ 45.18% |
$63.3K - $65.5K
|
8.88K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 11.31% |
$60.2K - $62.3K
|
25.9K
$605K
|
|
|
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 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.43K+ 25.23% |
$55.7K - $57.6K
|
12.1K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.43K+ 5.43% |
$55.5K - $57.5K
|
47.1K
$1.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.29K+ 6.26% |
$52.5K - $54.3K
|
38.9K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.19KNew |
$50.1K - $51.9K
|
2.19K
$51.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.15K+ 22.4% |
$49.1K - $50.9K
|
11.7K
$274K
|
|
|
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
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.01KNew |
$46K - $47.7K
|
2.01K
$47K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.98K+ 16.25% |
$45.2K - $46.8K
|
14.1K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 15.11% |
$44.9K - $46.5K
|
15K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
1.95K+ 6.34% |
$44.5K - $46.1K
|
32.6K
$763K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.83K+ 11.2% |
$41.9K - $43.4K
|
18.2K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.71K+ 19.67% |
$39K - $40.4K
|
10.4K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 4.77% |
$38.5K - $39.9K
|
37K
$864K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.62K+ 18.56% |
$37.2K - $38.5K
|
10.4K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.57K+ 10.48% |
$35.9K - $37.2K
|
16.5K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.48K+ 7.8% |
$33.8K - $35K
|
20.4K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.48K+ 15.93% |
$33.8K - $35K
|
10.7K
$251K
|
|
|
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
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.39K+ 9.39% |
$31.7K - $32.9K
|
16.2K
$378K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.31K+ 2.56% |
$30K - $31K
|
52.4K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 12.63% |
$27K - $27.9K
|
10.5K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.13K+ 2.62% |
$25.8K - $26.7K
|
44K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1K+ 166.67% |
$22.9K - $23.7K
|
1.6K
$37.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
990+ 0.81% |
$22.7K - $23.5K
|
124K
$2.9M
|
|