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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 403.72% |
$365K - $378K
|
20.3K
$462K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-155- 62.5% |
$3.48K - $3.6K
|
93
$2.12K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11.7K- 18.98% |
$262K - $271K
|
49.8K
$1.13M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
22.8K+ 2.19% |
$512K - $530K
|
1.07M
$24.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.7K- 48.77% |
$553K - $573K
|
25.9K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.39K+ 11.56% |
$76.1K - $78.8K
|
32.8K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 16.53% |
$1.12M - $1.16M
|
354K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.2K- 9.09% |
$2.18M - $2.26M
|
973K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-261- 1.7% |
$5.85K - $6.06K
|
15.1K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
139+ 3.3% |
$3.12K - $3.23K
|
4.35K
$99.1K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.42K- 16.05% |
$76.7K - $79.4K
|
17.9K
$407K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 18.48% |
$435K - $451K
|
85.6K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
455+ 1.57% |
$10.2K - $10.6K
|
29.4K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.9K- 32.45% |
$648K - $671K
|
60.1K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.52K- 27.38% |
$213K - $221K
|
25.2K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
98+ 6.59% |
$2.2K - $2.28K
|
1.59K
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.55KNew |
$169K - $175K
|
7.55K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.75% |
$112 - $116
|
675
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 9.69% |
$786K - $814K
|
397K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 30.0% |
$114K - $118K
|
22K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 82.23% |
$295K - $305K
|
29.1K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
190+ 7.3% |
$4.26K - $4.41K
|
2.79K
$63.6K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
225+ 13.58% |
$5.04K - $5.22K
|
1.88K
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
545New |
$12.2K - $12.7K
|
545
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
548+ 1.93% |
$12.3K - $12.7K
|
28.9K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.1K+ 3.43% |
$832K - $861K
|
1.12M
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 96.86% |
$493K - $510K
|
44.7K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22KNew |
$494K - $512K
|
22K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.04% |
$269 - $279
|
33.2K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-114K- 8.41% |
$2.55M - $2.64M
|
1.24M
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.08K+ 3.26% |
$136K - $141K
|
192K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
8.79KNew |
$197K - $204K
|
8.79K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$244K - $253K
|
10.9K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 5.77% |
$28.7K - $29.7K
|
23.4K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 1.7% |
$646K - $669K
|
1.72M
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
819+ 5.0% |
$18.4K - $19K
|
17.2K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
102K+ 11.47% |
$2.28M - $2.36M
|
987K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 26.91% |
$54K - $56K
|
11.4K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
92+ 0.1% |
$2.06K - $2.14K
|
96.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-53- 0.51% |
$1.19K - $1.23K
|
10.4K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-183- 1.61% |
$4.1K - $4.25K
|
11.2K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70New |
$1.57K - $1.63K
|
70
$1.59K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4KNew |
$434K - $450K
|
19.4K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-545- 5.87% |
$12.2K - $12.7K
|
8.74K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.6K+ 32.58% |
$349K - $361K
|
63.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.38K- 17.9% |
$53.4K - $55.4K
|
10.9K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$546K - $565K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.95% |
$389K - $403K
|
367K
$8.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.64K- 1.35% |
$126K - $131K
|
413K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.24K+ 12.23% |
$95K - $98.4K
|
38.9K
$886K
|