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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 4.82% |
$83.3K - $86.3K
|
73.4K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.91K- 26.48% |
$87.6K - $90.7K
|
10.8K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.35K- 5.68% |
$97.7K - $101K
|
72.3K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.13K- 60.54% |
$115K - $119K
|
3.35K
$79.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 10.96% |
$120K - $124K
|
43.5K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.63K- 31.18% |
$126K - $131K
|
12.4K
$294K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.28K- 16.63% |
$141K - $146K
|
31.5K
$746K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.29K- 8.93% |
$141K - $146K
|
64.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 16.9% |
$145K - $150K
|
31.7K
$752K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.05K- 3.84% |
$181K - $187K
|
202K
$4.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.4K- 8.51% |
$256K - $265K
|
123K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.1K- 33.07% |
$271K - $281K
|
24.5K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.3K- 5.99% |
$277K - $287K
|
194K
$4.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-14.2K- 10.35% |
$318K - $330K
|
123K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-20.8K- 25.83% |
$467K - $483K
|
59.7K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.5K- 85.99% |
$842K - $872K
|
6.12K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.6K- 13.4% |
$889K - $920K
|
256K
$6.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-40.1K- 83.89% |
$900K - $932K
|
7.7K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-57.4K- 32.96% |
$1.29M - $1.33M
|
117K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.9K- 4.07% |
$1.57M - $1.62M
|
1.65M
$39.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-140K- 13.11% |
$3.14M - $3.25M
|
927K
$22M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-144K- 86.91% |
$3.24M - $3.35M
|
21.8K
$515K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-144K- 86.91% |
$3.24M - $3.35M
|
21.8K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-172K- 17.71% |
$3.86M - $4M
|
800K
$19M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-172K- 87.14% |
$3.87M - $4.01M
|
25.4K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-862K- 85.42% |
$19.3M - $20M
|
147K
$3.49M
|