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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245K+ 7.15% |
$5.49M - $5.69M
|
3.67M
$84.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
233K+ 9.77% |
$5.21M - $5.4M
|
2.61M
$60M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
206KNew |
$4.62M - $4.78M
|
206K
$4.73M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.67% |
$3.77M - $3.91M
|
1.91M
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
102K+ 11.47% |
$2.28M - $2.36M
|
987K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.4KNew |
$1.26M - $1.31M
|
56.4K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.5K+ 8.85% |
$1.18M - $1.22M
|
646K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 16.53% |
$1.12M - $1.16M
|
354K
$8.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
39.4K+ 9.63% |
$883K - $915K
|
448K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.3KNew |
$881K - $913K
|
39.3K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.1K+ 3.43% |
$832K - $861K
|
1.12M
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 9.69% |
$786K - $814K
|
397K
$9.12M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 87.07% |
$738K - $765K
|
70.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 1.7% |
$646K - $669K
|
1.72M
$39.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 56.51% |
$570K - $590K
|
70.4K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 13.32% |
$526K - $545K
|
200K
$4.58M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
22.8K+ 2.19% |
$512K - $530K
|
1.07M
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22.8KNew |
$511K - $529K
|
22.8K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22KNew |
$494K - $512K
|
22K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 96.86% |
$493K - $510K
|
44.7K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
21.3KNew |
$477K - $494K
|
21.3K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4KNew |
$434K - $450K
|
19.4K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$426K - $442K
|
19K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.95% |
$389K - $403K
|
367K
$8.44M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 403.72% |
$365K - $378K
|
20.3K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.6K+ 32.58% |
$349K - $361K
|
63.3K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.5K+ 11.83% |
$325K - $337K
|
137K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13.8K+ 1894.11% |
$310K - $321K
|
14.6K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 82.23% |
$295K - $305K
|
29.1K
$669K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
12.7K+ 26.5% |
$286K - $296K
|
60.9K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.3KNew |
$276K - $286K
|
12.3K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
11.4K+ 16.7% |
$256K - $265K
|
79.7K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 43.04% |
$255K - $264K
|
37.8K
$868K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$244K - $253K
|
10.9K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.97KNew |
$201K - $208K
|
8.97K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
8.79KNew |
$197K - $204K
|
8.79K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.69KNew |
$195K - $202K
|
8.69K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.78K+ 3.42% |
$174K - $181K
|
236K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.6K+ 2.64% |
$170K - $177K
|
296K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.55KNew |
$169K - $175K
|
7.55K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.21K+ 52.35% |
$162K - $167K
|
21K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.08K+ 3.26% |
$136K - $141K
|
192K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.86K+ 16.05% |
$131K - $136K
|
42.3K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.71K+ 24.4% |
$128K - $133K
|
29.1K
$669K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
5.71K+ 2.52% |
$128K - $132K
|
232K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 30.0% |
$114K - $118K
|
22K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.95K+ 2.6% |
$111K - $115K
|
195K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.38K+ 2.13% |
$98.3K - $102K
|
210K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.36K+ 2.97% |
$97.8K - $101K
|
151K
$3.47M
|