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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
530+ 1.25% |
$11.9K - $12.3K
|
42.9K
$991K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 17.15% |
$287K - $297K
|
87.5K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 8.37% |
$43.2K - $44.7K
|
24.9K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.9K+ 58.81% |
$1.25M - $1.3M
|
151K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-180- 1.22% |
$4.04K - $4.18K
|
14.6K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.5K- 85.99% |
$842K - $872K
|
6.12K
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.61% |
$816K - $845K
|
304K
$7.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
42+ 0.18% |
$942 - $976
|
22.8K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.3K+ 12.66% |
$51.6K - $53.4K
|
20.5K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.28K+ 2.63% |
$28.8K - $29.8K
|
50K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.13K- 60.54% |
$115K - $119K
|
3.35K
$77.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-256- 30.62% |
$5.74K - $5.95K
|
580
$13.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.06K+ 39.48% |
$158K - $164K
|
24.9K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.5K+ 25.34% |
$101K - $105K
|
22.3K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-626- 1.8% |
$14K - $14.5K
|
34.2K
$792K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-325- 1.19% |
$7.29K - $7.55K
|
27K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
149+ 1.11% |
$3.34K - $3.46K
|
13.6K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-591- 1.95% |
$13.3K - $13.7K
|
29.8K
$688K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.91K- 26.48% |
$87.6K - $90.7K
|
10.8K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
275+ 2.13% |
$6.17K - $6.39K
|
13.2K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
706+ 257.66% |
$15.8K - $16.4K
|
980
$22.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
209+ 1.67% |
$4.69K - $4.86K
|
12.8K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 7.19% |
$322K - $333K
|
214K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-419- 2.16% |
$9.4K - $9.73K
|
18.9K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.29K+ 10.1% |
$51.4K - $53.2K
|
25K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.46K+ 10.1% |
$32.7K - $33.8K
|
15.9K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80.4K+ 15.66% |
$1.8M - $1.87M
|
594K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
25+ 0.17% |
$561 - $581
|
15.1K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.7K- 13.9% |
$38.1K - $39.4K
|
10.5K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
890+ 2.35% |
$20K - $20.7K
|
38.7K
$895K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.14% |
$202 - $209
|
799
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.3K- 5.99% |
$277K - $287K
|
194K
$4.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
29.9K+ 23.19% |
$671K - $695K
|
159K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
605+ 5.84% |
$13.6K - $14.1K
|
11K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.8K+ 1.16% |
$40.3K - $41.7K
|
156K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
17.6K+ 3.93% |
$395K - $409K
|
466K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.35K- 5.68% |
$97.7K - $101K
|
72.3K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-86- 3.04% |
$1.93K - $2K
|
2.75K
$63.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-17- 0.08% |
$381 - $395
|
22.1K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.51K- 12.5% |
$56.3K - $58.4K
|
17.6K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.44K+ 17.93% |
$77.1K - $79.9K
|
22.6K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.29K- 8.93% |
$141K - $146K
|
64.1K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 7.08% |
$29K - $30.1K
|
17K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
951+ 6.69% |
$21.3K - $22.1K
|
15.2K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.19% |
$179 - $186
|
683
$15.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.28K- 16.63% |
$141K - $146K
|
31.5K
$729K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-803- 6.93% |
$18K - $18.7K
|
10.8K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.07K+ 3.54% |
$114K - $118K
|
148K
$3.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.58KNew |
$215K - $223K
|
9.58K
$222K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.83K+ 14.83% |
$41K - $42.4K
|
14.1K
$327K
|