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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 10.52% |
$377K - $391K
|
143K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.52% |
$1.5K - $1.56K
|
12.9K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 6.33% |
$63.7K - $66K
|
47.8K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.3KNew |
$881K - $913K
|
39.3K
$905K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.47K- 6.14% |
$55.4K - $57.4K
|
37.8K
$870K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.29K- 6.62% |
$119K - $123K
|
74.7K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 1.72% |
$224 - $232
|
573
$13.2K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38MNew |
$53.9M - $56.7M
|
2.38M
$54.8M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-660- 18.91% |
$14.9K - $15.7K
|
2.83K
$65.2K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
13KNew |
$295K - $309K
|
13K
$299K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-79- 0.63% |
$1.79K - $1.88K
|
12.5K
$288K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.6KNew |
$58.9K - $61.9K
|
2.6K
$59.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.36K+ 26.65% |
$76.2K - $80.1K
|
16K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-581- 4.18% |
$13.2K - $13.8K
|
13.3K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
198K+ 17.15% |
$4.48M - $4.7M
|
1.35M
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.1K- 9.47% |
$92.8K - $97.5K
|
39.2K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.31M - $1.38M
|
57.8K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837+ 10.31% |
$19K - $19.9K
|
8.96K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.2K+ 144.49% |
$639K - $671K
|
47.7K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39K+ 12.07% |
$883K - $928K
|
362K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-44.5K- 9.9% |
$1.01M - $1.06M
|
405K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.8K- 53.15% |
$743K - $781K
|
28.9K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$22.7 - $23.8
|
12K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.22KNew |
$95.5K - $100K
|
4.22K
$97K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.5K- 8.03% |
$600K - $630K
|
304K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$56.3K - $59.1K
|
2.49K
$57.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$817K - $859K
|
36.1K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 3.76% |
$212K - $223K
|
239K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.1K+ 1.15% |
$25K - $26.3K
|
96.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 3.67% |
$1.46M - $1.53M
|
1.69M
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.55K+ 15.46% |
$103K - $108K
|
34K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.6K+ 7.51% |
$1.71M - $1.8M
|
1.08M
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 5.77% |
$31.8K - $33.4K
|
25.7K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8K- 60.81% |
$336K - $353K
|
9.57K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2KNew |
$208K - $219K
|
9.2K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$514K - $540K
|
22.7K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.89K- 10.47% |
$88K - $92.5K
|
33.2K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
108+ 28.5% |
$2.45K - $2.57K
|
487
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$45.3 - $47.6
|
11.4K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-208- 3.05% |
$4.71K - $4.95K
|
6.62K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
11.2K+ 47.54% |
$253K - $266K
|
34.7K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
81.1KNew |
$1.84M - $1.93M
|
81.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.66KNew |
$37.5K - $39.4K
|
1.66K
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 0.27% |
$65.4K - $68.7K
|
1.07M
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35.1K- 92.88% |
$795K - $835K
|
2.69K
$61.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-119- 0.23% |
$2.7K - $2.83K
|
50.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
757+ 4.84% |
$17.1K - $18K
|
16.4K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.4K+ 2611.4% |
$825K - $867K
|
37.8K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.41K+ 4.22% |
$32K - $33.7K
|
34.9K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.73K+ 2.29% |
$84.4K - $88.7K
|
167K
$3.84M
|
|