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 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.24K+ 12.23% |
$95K - $98.4K
|
38.9K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.04K+ 11.25% |
$90.5K - $93.7K
|
39.9K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 14.76% |
$88.1K - $91.3K
|
30.6K
$701K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.81K+ 27.29% |
$85.4K - $88.5K
|
17.8K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.74K+ 68.0% |
$83.9K - $86.8K
|
9.24K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.39K+ 11.56% |
$76.1K - $78.8K
|
32.8K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.27K+ 2.16% |
$73.2K - $75.9K
|
155K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.92K+ 3.63% |
$65.4K - $67.7K
|
83.2K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 5.7% |
$65.1K - $67.4K
|
53.8K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 6.33% |
$63.7K - $66K
|
47.8K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 7.42% |
$60.5K - $62.6K
|
39.1K
$897K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 401.37% |
$59.2K - $61.3K
|
3.3K
$75.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 13.32% |
$58.6K - $60.7K
|
22.2K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 26.91% |
$54K - $56K
|
11.4K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.38K+ 14.03% |
$53.4K - $55.3K
|
19.4K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 12.59% |
$50.4K - $52.2K
|
20.1K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 5.13% |
$44.1K - $45.7K
|
40.4K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 1.36% |
$43.2K - $44.7K
|
144K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 15.68% |
$42.3K - $43.8K
|
13.9K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.83K+ 17.11% |
$41.1K - $42.6K
|
12.5K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.58K+ 5.13% |
$35.5K - $36.8K
|
32.5K
$746K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.41K+ 7.93% |
$31.6K - $32.7K
|
19.2K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31KNew |
$29.3K - $30.3K
|
1.31K
$30K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 5.77% |
$28.7K - $29.7K
|
23.4K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$28.2K - $29.3K
|
1.26K
$28.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.24K+ 1.65% |
$27.8K - $28.8K
|
76.7K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.06K+ 3.04% |
$23.8K - $24.6K
|
36K
$827K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
966+ 7.06% |
$21.7K - $22.4K
|
14.7K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
955+ 6.07% |
$21.4K - $22.2K
|
16.7K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
917New |
$20.6K - $21.3K
|
917
$21.1K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
851+ 7.08% |
$19.1K - $19.8K
|
12.9K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
836New |
$18.7K - $19.4K
|
836
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
819+ 5.0% |
$18.4K - $19K
|
17.2K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
770+ 4.18% |
$17.3K - $17.9K
|
19.2K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
710+ 8.96% |
$15.9K - $16.5K
|
8.64K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
638+ 1.95% |
$14.3K - $14.8K
|
33.4K
$767K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
583+ 0.48% |
$13.1K - $13.5K
|
122K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
548+ 1.93% |
$12.3K - $12.7K
|
28.9K
$663K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
545New |
$12.2K - $12.7K
|
545
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
460+ 2.58% |
$10.3K - $10.7K
|
18.3K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
455+ 1.57% |
$10.2K - $10.6K
|
29.4K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
408+ 1.02% |
$9.15K - $9.47K
|
40.2K
$924K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 1.49% |
$8.97K - $9.29K
|
27.3K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
225+ 13.58% |
$5.04K - $5.22K
|
1.88K
$43.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
194+ 1.32% |
$4.35K - $4.5K
|
14.9K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
190+ 7.3% |
$4.26K - $4.41K
|
2.79K
$64.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
151+ 2.22% |
$3.39K - $3.51K
|
6.95K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
139+ 3.3% |
$3.12K - $3.23K
|
4.35K
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
119+ 0.66% |
$2.67K - $2.76K
|
18.3K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
119+ 24.44% |
$2.67K - $2.76K
|
606
$13.9K
|