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 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 9.23% |
$135 - $139
|
71
$1.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-194- 1.79% |
$4.35K - $4.5K
|
10.7K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 6.06% |
$70.6K - $73.2K
|
48.8K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.13% |
$359 - $372
|
12.6K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.84% |
$2.62K - $2.72K
|
14K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$28.2K - $29.3K
|
1.26K
$29.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20K- 8.35% |
$448K - $464K
|
219K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-164- 1.72% |
$3.68K - $3.81K
|
9.36K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.02K- 6.13% |
$22.8K - $23.6K
|
15.6K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-4.73K- 17.42% |
$106K - $110K
|
22.4K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-142- 0.55% |
$3.18K - $3.3K
|
25.6K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-633K- 25.0% |
$14.2M - $14.7M
|
1.9M
$43.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13.8K+ 1894.11% |
$310K - $321K
|
14.6K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.36K+ 2.97% |
$97.8K - $101K
|
151K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
194+ 1.32% |
$4.35K - $4.5K
|
14.9K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-50K- 22.33% |
$1.12M - $1.16M
|
174K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 14.76% |
$88.1K - $91.3K
|
30.6K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.28% |
$202 - $209
|
3.27K
$75.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.62K- 10.37% |
$36.3K - $37.6K
|
14K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 1.36% |
$43.2K - $44.7K
|
144K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 10.52% |
$377K - $391K
|
143K
$3.31M
|
|
|
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
$909K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 1.72% |
$224 - $232
|
573
$13.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.74K+ 7.75% |
$175K - $184K
|
108K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$817K - $859K
|
36.1K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$56.3K - $59.1K
|
2.49K
$57.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.31M - $1.38M
|
57.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-208- 3.05% |
$4.71K - $4.95K
|
6.62K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35.1K- 92.88% |
$795K - $835K
|
2.69K
$62.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2KNew |
$208K - $219K
|
9.2K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8K- 60.81% |
$336K - $353K
|
9.57K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.32KNew |
$29.8K - $31.3K
|
1.32K
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
158New |
$3.58K - $3.76K
|
158
$3.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20- 18.52% |
$453 - $476
|
88
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-28- 3.36% |
$634 - $666
|
806
$18.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 15.77% |
$2.27K - $2.38K
|
534
$12.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.81K+ 8.81% |
$41K - $43.1K
|
22.3K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 57.8% |
$4.53K - $4.76K
|
146
$3.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$684K - $718K
|
30.2K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
247New |
$5.59K - $5.88K
|
247
$5.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-4.31K- 21.79% |
$97.7K - $103K
|
15.5K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
74.3KNew |
$1.68M - $1.77M
|
74.3K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$243K - $255K
|
10.7K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
46KNew |
$1.04M - $1.09M
|
46K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 25.0% |
$4.53K - $4.76K
|
600
$13.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.61KNew |
$150K - $157K
|
6.61K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.52K- 13.14% |
$34.4K - $36.2K
|
10K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.1KNew |
$230K - $241K
|
10.1K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19.2K+ 179.19% |
$434K - $456K
|
29.9K
$691K
|
|