Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.74K+ 22.55% |
$151K - $157K
|
36.6K
$868K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 13.98% |
$150K - $155K
|
54.4K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.5K+ 17.64% |
$146K - $151K
|
43.3K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.41K+ 22.2% |
$144K - $149K
|
35.3K
$836K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
6.2K+ 10.19% |
$139K - $144K
|
67.1K
$1.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.02K+ 15.56% |
$135K - $140K
|
44.7K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.95K+ 11.04% |
$133K - $138K
|
59.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.76K+ 14.81% |
$129K - $134K
|
44.7K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 24.85% |
$123K - $127K
|
27.5K
$651K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.09K+ 12.74% |
$114K - $118K
|
45K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.07K+ 3.54% |
$114K - $118K
|
148K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.63K+ 2.58% |
$104K - $108K
|
184K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.5K+ 25.34% |
$101K - $105K
|
22.3K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.28K+ 5.37% |
$96K - $99.4K
|
84K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.18KNew |
$93.7K - $97.1K
|
4.18K
$99K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 11.91% |
$90.4K - $93.6K
|
37.9K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.76K+ 9.62% |
$84.3K - $87.3K
|
42.8K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.71KNew |
$83.2K - $86.2K
|
3.71K
$87.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.48K+ 13.8% |
$78.1K - $80.9K
|
28.7K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.44K+ 17.93% |
$77.1K - $79.9K
|
22.6K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.38K+ 8.39% |
$75.7K - $78.4K
|
43.6K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.26K+ 28.3% |
$73.1K - $75.7K
|
14.8K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
3.2K+ 20.54% |
$71.9K - $74.4K
|
18.8K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.2K+ 21.7% |
$71.8K - $74.4K
|
18K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.15K+ 26.27% |
$70.5K - $73.1K
|
15.1K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$69.8K - $72.2K
|
3.11K
$73.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.94K+ 14.48% |
$65.9K - $68.2K
|
23.2K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.87K+ 9.85% |
$64.3K - $66.6K
|
32K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 23.98% |
$61.1K - $63.3K
|
14.1K
$334K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.44K+ 2.44% |
$54.6K - $56.6K
|
102K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.3K+ 12.66% |
$51.6K - $53.4K
|
20.5K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.29K+ 10.1% |
$51.4K - $53.2K
|
25K
$591K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 21.83% |
$45.4K - $47K
|
11.3K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 13.27% |
$43.6K - $45.2K
|
16.6K
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 8.37% |
$43.2K - $44.7K
|
24.9K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.87K+ 11.18% |
$41.9K - $43.4K
|
18.6K
$440K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.83K+ 14.83% |
$41K - $42.4K
|
14.1K
$335K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.8K+ 1.16% |
$40.3K - $41.7K
|
156K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 1.23% |
$39.4K - $40.8K
|
145K
$3.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 11.14% |
$33.6K - $34.8K
|
15K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 1.72% |
$33K - $34.2K
|
87.1K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.46K+ 10.1% |
$32.7K - $33.8K
|
15.9K
$376K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.39KNew |
$31.2K - $32.3K
|
1.39K
$32.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.28K+ 2.63% |
$28.8K - $29.8K
|
50K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.23K+ 2.48% |
$27.7K - $28.7K
|
51.1K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 6.61% |
$27.2K - $28.2K
|
19.5K
$463K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$25.5K - $26.4K
|
1.14K
$26.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$23K - $23.9K
|
1.03K
$24.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.02K+ 9.07% |
$22.9K - $23.7K
|
12.3K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
956+ 8.53% |
$21.4K - $22.2K
|
12.2K
$288K
|