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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.26% |
$9.66K - $10K
|
33.9K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64K- 27.81% |
$1.43M - $1.49M
|
166K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$426K - $442K
|
19K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31KNew |
$29.3K - $30.3K
|
1.31K
$30.2K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-694- 3.7% |
$15.6K - $16.1K
|
18K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.57K- 4.55% |
$57.7K - $59.7K
|
53.9K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
583+ 0.48% |
$13.1K - $13.5K
|
122K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.95K+ 2.6% |
$111K - $115K
|
195K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.2K- 6.97% |
$633K - $655K
|
377K
$8.71M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.34K- 4.46% |
$30K - $31K
|
28.6K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.71K+ 24.4% |
$128K - $133K
|
29.1K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
955+ 6.07% |
$21.4K - $22.2K
|
16.7K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245K+ 7.15% |
$5.49M - $5.69M
|
3.67M
$84.9M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-425- 3.43% |
$9.53K - $9.87K
|
12K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.42K- 10.72% |
$99.1K - $103K
|
36.8K
$852K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.74K- 16.95% |
$61.5K - $63.6K
|
13.4K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 19.67% |
$254K - $263K
|
46.3K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.79K- 40.02% |
$62.5K - $64.7K
|
4.18K
$96.6K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.3KNew |
$276K - $286K
|
12.3K
$285K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 5.7% |
$65.1K - $67.4K
|
53.8K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.6K+ 2.64% |
$170K - $177K
|
296K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.91K- 11.44% |
$42.7K - $44.3K
|
14.8K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-625- 3.52% |
$14K - $14.5K
|
17.1K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
460+ 2.58% |
$10.3K - $10.7K
|
18.3K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-190- 1.98% |
$4.26K - $4.41K
|
9.43K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.06K+ 3.04% |
$23.8K - $24.6K
|
36K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 87.07% |
$738K - $765K
|
70.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22+ 0.21% |
$493 - $511
|
10.4K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 1.46% |
$59.5K - $61.6K
|
180K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
710+ 8.96% |
$15.9K - $16.5K
|
8.64K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-310K- 23.47% |
$6.94M - $7.19M
|
1.01M
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 4.94% |
$231K - $239K
|
198K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
11.4K+ 16.7% |
$256K - $265K
|
79.7K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.4KNew |
$1.26M - $1.31M
|
56.4K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 5.13% |
$44.1K - $45.7K
|
40.4K
$934K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.25K- 60.45% |
$118K - $122K
|
3.44K
$79.5K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-493- 1.26% |
$11.1K - $11.4K
|
38.7K
$895K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-40- 0.07% |
$897 - $929
|
60.7K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
37+ 0.32% |
$830 - $859
|
11.5K
$266K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.33K- 51.81% |
$52.2K - $54.1K
|
2.17K
$50.1K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.38K+ 2.13% |
$98.3K - $102K
|
210K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.21K+ 52.35% |
$162K - $167K
|
21K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
408+ 1.02% |
$9.15K - $9.47K
|
40.2K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 15.68% |
$42.3K - $43.8K
|
13.9K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 13.32% |
$58.6K - $60.7K
|
22.2K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-850- 45.85% |
$19.1K - $19.7K
|
1K
$23.2K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.84K- 15.29% |
$41.2K - $42.6K
|
10.2K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-89.4K- 65.15% |
$2M - $2.08M
|
47.8K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-11.3K- 10.15% |
$253K - $262K
|
99.9K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.67% |
$3.77M - $3.91M
|
1.91M
$44.1M
|