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 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.06K- 8.46% |
$23.8K - $24.7K
|
11.5K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.08K- 9.45% |
$24.3K - $25.1K
|
10.4K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.08K- 7.07% |
$24.3K - $25.1K
|
14.2K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.19K- 7.44% |
$26.6K - $27.5K
|
14.7K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 7.8% |
$28.1K - $29.1K
|
14.8K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 4.87% |
$28.9K - $30K
|
25.2K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.29K- 6.09% |
$29K - $30K
|
19.9K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.34K- 4.46% |
$30K - $31K
|
28.6K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.45K- 1.11% |
$32.4K - $33.6K
|
129K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 1.09% |
$34.8K - $36K
|
141K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.62K- 10.37% |
$36.3K - $37.6K
|
14K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.75K- 15.9% |
$39.3K - $40.7K
|
9.27K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.84K- 15.29% |
$41.2K - $42.6K
|
10.2K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.91K- 11.44% |
$42.7K - $44.3K
|
14.8K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.13K- 2.69% |
$47.7K - $49.4K
|
77.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.28K- 16.86% |
$51.1K - $52.9K
|
11.2K
$258K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.33K- 51.81% |
$52.2K - $54.1K
|
2.17K
$49.7K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.38K- 17.9% |
$53.4K - $55.4K
|
10.9K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.44K- 4.97% |
$54.6K - $56.6K
|
46.6K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.47K- 6.14% |
$55.4K - $57.4K
|
37.8K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.57K- 4.55% |
$57.7K - $59.7K
|
53.9K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 1.46% |
$59.5K - $61.6K
|
180K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.74K- 16.95% |
$61.5K - $63.6K
|
13.4K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.79K- 40.02% |
$62.5K - $64.7K
|
4.18K
$95.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 6.06% |
$70.6K - $73.2K
|
48.8K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3.38K- 25.37% |
$75.7K - $78.4K
|
9.94K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.42K- 16.05% |
$76.7K - $79.4K
|
17.9K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.72K- 6.7% |
$83.4K - $86.4K
|
51.8K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.98K- 2.88% |
$89.1K - $92.3K
|
134K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.05K- 2.75% |
$90.9K - $94.1K
|
143K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.42K- 10.72% |
$99.1K - $103K
|
36.8K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.57K- 4.37% |
$102K - $106K
|
99.9K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-4.73K- 17.42% |
$106K - $110K
|
22.4K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.25K- 60.45% |
$118K - $122K
|
3.44K
$78.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.29K- 6.62% |
$119K - $123K
|
74.7K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.64K- 1.35% |
$126K - $131K
|
413K
$9.48M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.75K- 58.82% |
$129K - $134K
|
4.03K
$92.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 6.32% |
$144K - $149K
|
95.1K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.64K- 1.47% |
$171K - $177K
|
514K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.22K- 56.91% |
$184K - $191K
|
6.22K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.17K- 0.12% |
$206K - $213K
|
7.47M
$172M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.51K- 38.62% |
$213K - $221K
|
15.1K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.52K- 27.38% |
$213K - $221K
|
25.2K
$579K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.2K- 21.05% |
$228K - $236K
|
38.2K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 4.94% |
$231K - $239K
|
198K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-11.3K- 10.15% |
$253K - $262K
|
99.9K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 19.67% |
$254K - $263K
|
46.3K
$1.06M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11.7K- 18.98% |
$262K - $271K
|
49.8K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.6K- 14.93% |
$282K - $292K
|
71.6K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-15K- 39.48% |
$336K - $348K
|
23K
$528K
|