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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-82- 0.34% |
$1.88K - $1.94K
|
23.9K
$565K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-400- 2.28% |
$9.16K - $9.48K
|
17.2K
$407K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-584- 5.32% |
$13.4K - $13.8K
|
10.4K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 6.09% |
$28.5K - $29.5K
|
19.2K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.34K- 29.35% |
$30.7K - $31.8K
|
3.23K
$76.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.39K- 18.08% |
$31.9K - $33K
|
6.31K
$149K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.69K- 3.91% |
$38.8K - $40.1K
|
41.6K
$986K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.8K- 6.68% |
$41.2K - $42.7K
|
25.2K
$596K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 4.69% |
$68.9K - $71.3K
|
61.1K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.93K- 29.8% |
$90K - $93.1K
|
9.26K
$219K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.06K- 12.89% |
$92.9K - $96.2K
|
27.4K
$650K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.86K- 9.71% |
$111K - $115K
|
45.2K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.19K- 3.71% |
$165K - $170K
|
186K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-83.1K- 31.51% |
$1.9M - $1.97M
|
181K
$4.28M
|