Latest Institutional Transactions on Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-479- 0.8% |
$10.7K - $11.1K
|
59.6K
$1.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$23K - $23.9K
|
1.03K
$23.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-172K- 17.71% |
$3.86M - $4M
|
800K
$18.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.2K+ 14.4% |
$454K - $470K
|
161K
$3.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57+ 0.24% |
$1.28K - $1.32K
|
23.5K
$545K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.48K- 12.15% |
$78K - $80.8K
|
25.2K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 21.69% |
$6.35K - $6.57K
|
1.59K
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.81K+ 30.24% |
$198K - $205K
|
37.9K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.3KNew |
$725K - $751K
|
32.3K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.9K- 4.07% |
$1.57M - $1.62M
|
1.65M
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 36.63% |
$241K - $250K
|
40.1K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 1.16% |
$157 - $163
|
613
$14.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 0.26% |
$23.8K - $24.6K
|
412K
$9.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49K+ 13.33% |
$1.1M - $1.14M
|
416K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 1.72% |
$33K - $34.2K
|
87.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
215+ 8.65% |
$4.82K - $4.99K
|
2.7K
$62.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
152+ 0.04% |
$3.41K - $3.53K
|
377K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.76K+ 14.81% |
$129K - $134K
|
44.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26K+ 2.05% |
$163K - $169K
|
361K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.18K+ 95.15% |
$161K - $167K
|
14.7K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4- 0.02% |
$89.7 - $92.9
|
19.4K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.47K+ 4.33% |
$190K - $197K
|
204K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 16.9% |
$145K - $150K
|
31.7K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 24.85% |
$123K - $127K
|
27.5K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-863- 5.01% |
$19.4K - $20K
|
16.4K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 5.78% |
$515K - $533K
|
420K
$9.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.7K+ 35.85% |
$263K - $273K
|
44.5K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.48K+ 13.8% |
$78.1K - $80.9K
|
28.7K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
184K+ 14.87% |
$4.12M - $4.27M
|
1.42M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371+ 1.12% |
$8.32K - $8.62K
|
33.6K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-479- 3.89% |
$10.7K - $11.1K
|
11.8K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 42.24% |
$670K - $694K
|
101K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.7KNew |
$308K - $319K
|
13.7K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 11.91% |
$90.4K - $93.6K
|
37.9K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.29K+ 7.3% |
$164K - $169K
|
107K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.3K+ 3.17% |
$702K - $727K
|
1.02M
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.94K+ 14.48% |
$65.9K - $68.2K
|
23.2K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
339+ 1.32% |
$7.6K - $7.87K
|
25.9K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 23.98% |
$61.1K - $63.3K
|
14.1K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.54K- 1.59% |
$34.5K - $35.7K
|
95.3K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-140K- 13.11% |
$3.14M - $3.25M
|
927K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-857- 1.41% |
$19.2K - $19.9K
|
59.8K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
817New |
$18.3K - $19K
|
817
$19K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
917+ 1.45% |
$20.6K - $21.3K
|
64.2K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.6K- 13.4% |
$889K - $920K
|
256K
$5.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
956+ 8.53% |
$21.4K - $22.2K
|
12.2K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
272+ 13.46% |
$6.1K - $6.32K
|
2.29K
$53.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.71KNew |
$83.2K - $86.2K
|
3.71K
$86.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
649+ 7.47% |
$14.6K - $15.1K
|
9.34K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 7.24% |
$42K - $43.5K
|
24K
$558K
|