Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
236KNew |
$5.4M - $5.59M
|
236K
$5.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110K+ 18.46% |
$2.51M - $2.6M
|
704K
$16.7M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
38.2K+ 8.2% |
$875K - $906K
|
504K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 5.54% |
$809K - $838K
|
674K
$16M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 14.99% |
$591K - $612K
|
198K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9K+ 34.99% |
$479K - $496K
|
80.8K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 9.18% |
$387K - $401K
|
201K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.5K+ 10755.56% |
$377K - $390K
|
16.6K
$393K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16K+ 10.09% |
$367K - $380K
|
175K
$4.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 6.76% |
$331K - $343K
|
228K
$5.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14.4K+ 7.46% |
$330K - $342K
|
208K
$4.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 32.12% |
$284K - $295K
|
51.1K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.8K+ 14.38% |
$271K - $280K
|
94.1K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 12.81% |
$256K - $266K
|
98.7K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.68K+ 21.65% |
$222K - $229K
|
54.4K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.93K+ 6.17% |
$204K - $212K
|
154K
$3.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.83KNew |
$202K - $209K
|
8.83K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.65K+ 33.75% |
$198K - $205K
|
34.3K
$812K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.08K+ 11.01% |
$185K - $191K
|
81.5K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.46K+ 15.09% |
$148K - $153K
|
49.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.07K+ 8.47% |
$139K - $144K
|
77.8K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
3.31K+ 17.58% |
$75.7K - $78.4K
|
22.1K
$524K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.31K+ 7.2% |
$75.7K - $78.4K
|
49.2K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 19.18% |
$74.6K - $77.2K
|
20.3K
$480K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.81K+ 17.72% |
$64.4K - $66.7K
|
18.7K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.76K+ 45.18% |
$63.3K - $65.5K
|
8.88K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.43K+ 25.23% |
$55.7K - $57.6K
|
12.1K
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.16K+ 15.84% |
$49.4K - $51.1K
|
15.8K
$374K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.15K+ 22.4% |
$49.1K - $50.9K
|
11.7K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.39K+ 5.35% |
$31.8K - $32.9K
|
27.3K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.39K+ 9.39% |
$31.7K - $32.9K
|
16.2K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.13K+ 2.62% |
$25.8K - $26.7K
|
44K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
971+ 4.77% |
$22.2K - $23K
|
21.3K
$505K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
959New |
$22K - $22.7K
|
959
$22.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
861+ 8.71% |
$19.7K - $20.4K
|
10.7K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
739+ 2.31% |
$16.9K - $17.5K
|
32.7K
$776K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
553+ 4.11% |
$12.7K - $13.1K
|
14K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
432+ 2.21% |
$9.89K - $10.2K
|
20K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
281+ 2.38% |
$6.43K - $6.66K
|
12.1K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
258+ 1.82% |
$5.91K - $6.11K
|
14.4K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
236+ 1.85% |
$5.4K - $5.59K
|
13K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
228+ 0.77% |
$5.22K - $5.4K
|
30K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
155+ 0.7% |
$3.55K - $3.67K
|
22.3K
$528K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.1% |
$2.82K - $2.92K
|
11.3K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
66+ 0.29% |
$1.51K - $1.56K
|
22.7K
$537K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
41+ 0.33% |
$938 - $972
|
12.3K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 0.27% |
$435 - $450
|
7.12K
$169K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.12% |
$252 - $261
|
991
$23.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$160 - $166
|
690
$16.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-14- 2.41% |
$320 - $332
|
566
$13.4K
|