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
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15K- 29.1% |
$336K - $348K
|
36.6K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 2.93% |
$364K - $377K
|
538K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 10.52% |
$377K - $391K
|
143K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.5K- 26.27% |
$392K - $406K
|
49.1K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 6.68% |
$429K - $444K
|
267K
$6.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.1K- 11.49% |
$429K - $444K
|
147K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 18.48% |
$435K - $451K
|
85.6K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.6K- 10.91% |
$440K - $456K
|
160K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20K- 8.35% |
$448K - $464K
|
219K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$546K - $565K
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.7K- 48.77% |
$553K - $573K
|
25.9K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.2K- 6.97% |
$633K - $655K
|
377K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.9K- 32.45% |
$648K - $671K
|
60.1K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.5K- 85.99% |
$842K - $872K
|
6.12K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-41.1K- 66.5% |
$921K - $954K
|
20.7K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-50K- 22.33% |
$1.12M - $1.16M
|
174K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64K- 27.81% |
$1.43M - $1.49M
|
166K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-89.4K- 65.15% |
$2M - $2.08M
|
47.8K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.2K- 9.09% |
$2.18M - $2.26M
|
973K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-114K- 8.41% |
$2.55M - $2.64M
|
1.24M
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-310K- 23.47% |
$6.94M - $7.19M
|
1.01M
$23.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-633K- 25.0% |
$14.2M - $14.7M
|
1.9M
$43.6M
|