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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4- 0.02% |
$89.7 - $92.9
|
19.4K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-17- 0.08% |
$381 - $395
|
22.1K
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43- 0.48% |
$964 - $999
|
8.9K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44- 0.4% |
$987 - $1.02K
|
10.9K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 9.43% |
$1.7K - $1.77K
|
730
$17.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-86- 3.04% |
$1.93K - $2K
|
2.75K
$65K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-153- 15.24% |
$3.43K - $3.55K
|
851
$20.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 3.28% |
$3.48K - $3.6K
|
4.58K
$108K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-155- 0.61% |
$3.48K - $3.6K
|
25.1K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-160- 5.73% |
$3.59K - $3.72K
|
2.63K
$62.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-180- 1.22% |
$4.04K - $4.18K
|
14.6K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-256- 30.62% |
$5.74K - $5.95K
|
580
$13.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-307- 0.63% |
$6.89K - $7.13K
|
48.8K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-314- 7.52% |
$7.04K - $7.29K
|
3.86K
$91.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-325- 1.19% |
$7.29K - $7.55K
|
27K
$638K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-341- 2.45% |
$7.65K - $7.92K
|
13.6K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-358- 1.73% |
$8.03K - $8.32K
|
20.3K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-368- 0.68% |
$8.25K - $8.55K
|
53.5K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-419- 2.16% |
$9.4K - $9.73K
|
18.9K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-479- 3.89% |
$10.7K - $11.1K
|
11.8K
$280K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-479- 0.8% |
$10.7K - $11.1K
|
59.6K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-482- 4.62% |
$10.8K - $11.2K
|
9.94K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-500- 6.85% |
$11.2K - $11.6K
|
6.79K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-548- 3.92% |
$12.3K - $12.7K
|
13.4K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-591- 5.81% |
$13.3K - $13.7K
|
9.58K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-591- 1.95% |
$13.3K - $13.7K
|
29.8K
$705K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-626- 1.8% |
$14K - $14.5K
|
34.2K
$811K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-642- 1.38% |
$14.4K - $14.9K
|
45.9K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-652- 1.61% |
$14.6K - $15.1K
|
39.7K
$941K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-803- 6.93% |
$18K - $18.7K
|
10.8K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-815- 4.46% |
$18.3K - $18.9K
|
17.5K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-856- 3.45% |
$19.2K - $19.9K
|
23.9K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-857- 1.41% |
$19.2K - $19.9K
|
59.8K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-863- 5.01% |
$19.4K - $20K
|
16.4K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-914- 1.1% |
$20.5K - $21.2K
|
82.3K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.04K- 2.89% |
$23.3K - $24.2K
|
35K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 0.26% |
$23.8K - $24.6K
|
412K
$9.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.29K- 19.56% |
$29K - $30.1K
|
5.32K
$126K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 7.08% |
$29K - $30.1K
|
17K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.34K- 8.99% |
$30.1K - $31.2K
|
13.6K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.42K- 13.27% |
$31.7K - $32.9K
|
9.25K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.54K- 1.59% |
$34.5K - $35.7K
|
95.3K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.7K- 13.9% |
$38.1K - $39.4K
|
10.5K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 7.24% |
$42K - $43.5K
|
24K
$569K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 64.44% |
$47.7K - $49.4K
|
1.17K
$27.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.37K- 7.3% |
$53.2K - $55.1K
|
30.1K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.51K- 12.5% |
$56.3K - $58.4K
|
17.6K
$416K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.48K- 12.15% |
$78K - $80.8K
|
25.2K
$596K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.58K- 6.9% |
$80.2K - $83.1K
|
48.2K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 24.65% |
$81.8K - $84.7K
|
11.1K
$264K
|