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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 403.72% |
$365K - $378K
|
20.3K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.6K+ 32.58% |
$349K - $361K
|
63.3K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.5K+ 11.83% |
$325K - $337K
|
137K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13.8K+ 1894.11% |
$310K - $321K
|
14.6K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 82.23% |
$295K - $305K
|
29.1K
$674K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
12.7K+ 26.5% |
$286K - $296K
|
60.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.3KNew |
$276K - $286K
|
12.3K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
11.4K+ 16.7% |
$256K - $265K
|
79.7K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$244K - $253K
|
10.9K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.97KNew |
$201K - $208K
|
8.97K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
8.79KNew |
$197K - $204K
|
8.79K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.69KNew |
$195K - $202K
|
8.69K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.78K+ 3.42% |
$174K - $181K
|
236K
$5.45M
|
|
|
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 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.55KNew |
$169K - $175K
|
7.55K
$175K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.21K+ 52.35% |
$162K - $167K
|
21K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.08K+ 3.26% |
$136K - $141K
|
192K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.71K+ 24.4% |
$128K - $133K
|
29.1K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
5.71K+ 2.52% |
$128K - $132K
|
232K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 30.0% |
$114K - $118K
|
22K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.95K+ 2.6% |
$111K - $115K
|
195K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.38K+ 2.13% |
$98.3K - $102K
|
210K
$4.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.36K+ 2.97% |
$97.8K - $101K
|
151K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.24K+ 12.23% |
$95K - $98.4K
|
38.9K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.04K+ 11.25% |
$90.5K - $93.7K
|
39.9K
$923K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 14.76% |
$88.1K - $91.3K
|
30.6K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.74K+ 68.0% |
$83.9K - $86.8K
|
9.24K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.39K+ 11.56% |
$76.1K - $78.8K
|
32.8K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.92K+ 3.63% |
$65.4K - $67.7K
|
83.2K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 5.7% |
$65.1K - $67.4K
|
53.8K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 6.33% |
$63.7K - $66K
|
47.8K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 7.42% |
$60.5K - $62.6K
|
39.1K
$903K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 401.37% |
$59.2K - $61.3K
|
3.3K
$76.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 13.32% |
$58.6K - $60.7K
|
22.2K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 26.91% |
$54K - $56K
|
11.4K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 5.13% |
$44.1K - $45.7K
|
40.4K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 1.36% |
$43.2K - $44.7K
|
144K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 15.68% |
$42.3K - $43.8K
|
13.9K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.58K+ 5.13% |
$35.5K - $36.8K
|
32.5K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31KNew |
$29.3K - $30.3K
|
1.31K
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 5.77% |
$28.7K - $29.7K
|
23.4K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$28.2K - $29.3K
|
1.26K
$29.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.06K+ 3.04% |
$23.8K - $24.6K
|
36K
$833K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
966+ 7.06% |
$21.7K - $22.4K
|
14.7K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
955+ 6.07% |
$21.4K - $22.2K
|
16.7K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
917New |
$20.6K - $21.3K
|
917
$21.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
851+ 7.08% |
$19.1K - $19.8K
|
12.9K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
819+ 5.0% |
$18.4K - $19K
|
17.2K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
710+ 8.96% |
$15.9K - $16.5K
|
8.64K
$200K
|