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 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
951+ 6.69% |
$21.3K - $22.1K
|
15.2K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
917+ 1.45% |
$20.6K - $21.3K
|
64.2K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
890+ 2.35% |
$20K - $20.7K
|
38.7K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
852+ 4.06% |
$19.1K - $19.8K
|
21.8K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
838+ 8.95% |
$18.8K - $19.5K
|
10.2K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
817New |
$18.3K - $19K
|
817
$19.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 4.32% |
$16.6K - $17.2K
|
17.9K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
706+ 257.66% |
$15.8K - $16.4K
|
980
$23.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
688+ 0.36% |
$15.4K - $16K
|
193K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
649+ 7.47% |
$14.6K - $15.1K
|
9.34K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
647+ 6.86% |
$14.5K - $15K
|
10.1K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
636+ 29.38% |
$14.3K - $14.8K
|
2.8K
$66.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
606+ 4.51% |
$13.6K - $14.1K
|
14K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
605+ 5.84% |
$13.6K - $14.1K
|
11K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
530+ 1.25% |
$11.9K - $12.3K
|
42.9K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
450+ 4.77% |
$10.1K - $10.5K
|
9.89K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
431+ 1.92% |
$9.67K - $10K
|
22.9K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371+ 1.12% |
$8.32K - $8.62K
|
33.6K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
339+ 1.32% |
$7.6K - $7.87K
|
25.9K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
285+ 15.14% |
$6.39K - $6.62K
|
2.17K
$51.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 21.69% |
$6.35K - $6.57K
|
1.59K
$37.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
275+ 2.13% |
$6.17K - $6.39K
|
13.2K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
274+ 1.24% |
$6.15K - $6.37K
|
22.3K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
272+ 13.46% |
$6.1K - $6.32K
|
2.29K
$54.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
215+ 8.65% |
$4.82K - $4.99K
|
2.7K
$64K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
215+ 7.99% |
$4.82K - $4.99K
|
2.91K
$68.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
209+ 1.67% |
$4.69K - $4.86K
|
12.8K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 1.11% |
$3.75K - $3.88K
|
15.3K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
162New |
$3.63K - $3.76K
|
162
$3.84K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154+ 2.22% |
$3.45K - $3.58K
|
7.1K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
152+ 0.04% |
$3.41K - $3.53K
|
377K
$8.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
149+ 1.11% |
$3.34K - $3.46K
|
13.6K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
143+ 0.2% |
$3.21K - $3.32K
|
71.7K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
118+ 0.71% |
$2.65K - $2.74K
|
16.8K
$399K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57+ 0.24% |
$1.28K - $1.32K
|
23.5K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
42+ 0.18% |
$942 - $976
|
22.8K
$541K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 0.39% |
$920 - $952
|
10.5K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
37+ 0.29% |
$830 - $860
|
12.6K
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
33+ 0.38% |
$740 - $767
|
8.67K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
25+ 0.17% |
$561 - $581
|
15.1K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.7% |
$538 - $558
|
3.46K
$82K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 2.26% |
$426 - $441
|
861
$20.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.4% |
$292 - $302
|
3.28K
$77.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.14% |
$202 - $209
|
799
$18.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.19% |
$179 - $186
|
683
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 1.16% |
$157 - $163
|
613
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$89.7 - $92.9
|
12.9K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2New |
$44.9 - $46.5
|
2
$47.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 2.86% |
$44.9 - $46.5
|
68
$1.61K
|