Purchases and Sales Made in Q1 2025 in Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG AWARE USD CORPO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
206KNew |
$4.62M - $4.78M
|
206K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.3KNew |
$881K - $913K
|
39.3K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 56.51% |
$570K - $590K
|
70.4K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 43.04% |
$255K - $264K
|
37.8K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.36K+ 2.97% |
$97.8K - $101K
|
151K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 14.76% |
$88.1K - $91.3K
|
30.6K
$693K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 6.33% |
$63.7K - $66K
|
47.8K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 12.59% |
$50.4K - $52.2K
|
20.1K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 1.36% |
$43.2K - $44.7K
|
144K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.24K+ 1.65% |
$27.8K - $28.8K
|
76.7K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 1.49% |
$8.97K - $9.29K
|
27.3K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
194+ 1.32% |
$4.35K - $4.5K
|
14.9K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
119+ 0.66% |
$2.67K - $2.76K
|
18.3K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.28% |
$202 - $209
|
3.27K
$74.2K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.74% |
$44.8 - $46.4
|
274
$6.22K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 1.72% |
$224 - $232
|
573
$13K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-60- 0.49% |
$1.35K - $1.39K
|
12.2K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.52% |
$1.5K - $1.56K
|
12.9K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-119- 0.52% |
$2.67K - $2.76K
|
22.7K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-598- 3.9% |
$13.4K - $13.9K
|
14.7K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.08K- 7.07% |
$24.3K - $25.1K
|
14.2K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.08K- 9.45% |
$24.3K - $25.1K
|
10.4K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.62K- 10.37% |
$36.3K - $37.6K
|
14K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.47K- 6.14% |
$55.4K - $57.4K
|
37.8K
$858K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.05K- 2.75% |
$90.9K - $94.1K
|
143K
$3.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.29K- 6.62% |
$119K - $123K
|
74.7K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 6.32% |
$144K - $149K
|
95.1K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.64K- 1.47% |
$171K - $177K
|
514K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 10.52% |
$377K - $391K
|
143K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.5K- 85.99% |
$842K - $872K
|
6.12K
$139K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-50K- 22.33% |
$1.12M - $1.16M
|
174K
$3.95M
|