Latest Institutional Purchases of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80.4K+ 15.66% |
$1.8M - $1.87M
|
594K
$13.7M
|
|
|
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
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 13.61% |
$816K - $845K
|
304K
$7.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
29.9K+ 23.19% |
$671K - $695K
|
159K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
17.6K+ 3.93% |
$395K - $409K
|
466K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 7.19% |
$322K - $333K
|
214K
$4.95M
|
|
|
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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.58KNew |
$215K - $223K
|
9.58K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.06K+ 39.48% |
$158K - $164K
|
24.9K
$577K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.07K+ 3.54% |
$114K - $118K
|
148K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.5K+ 25.34% |
$101K - $105K
|
22.3K
$515K
|
|
|
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 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.3K+ 12.66% |
$51.6K - $53.4K
|
20.5K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.29K+ 10.1% |
$51.4K - $53.2K
|
25K
$577K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 8.37% |
$43.2K - $44.7K
|
24.9K
$576K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.83K+ 14.83% |
$41K - $42.4K
|
14.1K
$327K
|
|
|
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 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 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.28K+ 2.63% |
$28.8K - $29.8K
|
50K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
951+ 6.69% |
$21.3K - $22.1K
|
15.2K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
890+ 2.35% |
$20K - $20.7K
|
38.7K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
706+ 257.66% |
$15.8K - $16.4K
|
980
$22.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
605+ 5.84% |
$13.6K - $14.1K
|
11K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
530+ 1.25% |
$11.9K - $12.3K
|
42.9K
$991K
|
|
|
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
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
209+ 1.67% |
$4.69K - $4.86K
|
12.8K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
149+ 1.11% |
$3.34K - $3.46K
|
13.6K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
42+ 0.18% |
$942 - $976
|
22.8K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
25+ 0.17% |
$561 - $581
|
15.1K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.14% |
$202 - $209
|
799
$18.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.19% |
$179 - $186
|
683
$15.8K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245K+ 7.15% |
$5.49M - $5.69M
|
3.67M
$84.9M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
233K+ 9.77% |
$5.21M - $5.4M
|
2.61M
$60.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.67% |
$3.77M - $3.91M
|
1.91M
$44.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
102K+ 11.47% |
$2.28M - $2.36M
|
987K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.4KNew |
$1.26M - $1.31M
|
56.4K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.5K+ 8.85% |
$1.18M - $1.22M
|
646K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 16.53% |
$1.12M - $1.16M
|
354K
$8.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.3KNew |
$881K - $913K
|
39.3K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.1K+ 3.43% |
$832K - $861K
|
1.12M
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 9.69% |
$786K - $814K
|
397K
$9.18M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 87.07% |
$738K - $765K
|
70.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 1.7% |
$646K - $669K
|
1.72M
$39.8M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
22.8K+ 2.19% |
$512K - $530K
|
1.07M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22KNew |
$494K - $512K
|
22K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 96.86% |
$493K - $510K
|
44.7K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
21.3KNew |
$477K - $494K
|
21.3K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4KNew |
$434K - $450K
|
19.4K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$426K - $442K
|
19K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.95% |
$389K - $403K
|
367K
$8.5M
|
|