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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 32.12% |
$284K - $295K
|
51.1K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.1KNew |
$276K - $286K
|
12.1K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.8K+ 14.38% |
$271K - $280K
|
94.1K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.4KNew |
$260K - $270K
|
11.4K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 12.81% |
$256K - $266K
|
98.7K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$250K - $258K
|
10.9K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 16.74% |
$229K - $238K
|
69.9K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.68K+ 21.65% |
$222K - $229K
|
54.4K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.07KNew |
$208K - $215K
|
9.07K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$205K - $213K
|
8.97K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.93K+ 6.17% |
$204K - $212K
|
154K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.93KNew |
$204K - $212K
|
8.93K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.86KNew |
$203K - $210K
|
8.86K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.83KNew |
$202K - $209K
|
8.83K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.82KNew |
$202K - $209K
|
8.82K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.75KNew |
$200K - $207K
|
8.75K
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.7KNew |
$199K - $206K
|
8.7K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.65K+ 33.75% |
$198K - $205K
|
34.3K
$801K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.08K+ 11.01% |
$185K - $191K
|
81.5K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.82K+ 10.81% |
$179K - $185K
|
80.1K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.46KNew |
$171K - $177K
|
7.46K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.76K+ 7.76% |
$155K - $160K
|
93.9K
$2.19M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
6.55KNew |
$150K - $155K
|
6.55K
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.5K+ 47.81% |
$149K - $154K
|
20.1K
$469K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.46K+ 15.09% |
$148K - $153K
|
49.3K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 1.48% |
$141K - $146K
|
423K
$9.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.16KNew |
$141K - $146K
|
6.16K
$144K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.07K+ 8.47% |
$139K - $144K
|
77.8K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 15.27% |
$139K - $144K
|
45.8K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 15.03% |
$130K - $135K
|
43.6K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.59K+ 3.77% |
$128K - $133K
|
154K
$3.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.56K+ 9.31% |
$127K - $132K
|
65.3K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.37K+ 14.14% |
$123K - $127K
|
43.3K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.23K+ 20.97% |
$120K - $124K
|
30.2K
$706K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.07KNew |
$116K - $120K
|
5.07K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.01K+ 27.87% |
$115K - $119K
|
23K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.72K+ 33.52% |
$108K - $112K
|
18.8K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.23K+ 38.97% |
$96.8K - $100K
|
15.1K
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.15K+ 13.77% |
$94.9K - $98.3K
|
34.3K
$801K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.93KNew |
$89.9K - $93.1K
|
3.93K
$91.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.77K+ 1.57% |
$86.3K - $89.3K
|
244K
$5.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.73K+ 3.64% |
$85.4K - $88.4K
|
106K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.57K+ 16.34% |
$81.6K - $84.5K
|
25.4K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.31K+ 17.84% |
$75.8K - $78.5K
|
21.9K
$511K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
3.31K+ 17.58% |
$75.7K - $78.4K
|
22.1K
$517K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.31K+ 7.2% |
$75.7K - $78.4K
|
49.2K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 19.18% |
$74.6K - $77.2K
|
20.3K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.81K+ 17.72% |
$64.4K - $66.7K
|
18.7K
$437K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 5.14% |
$64.1K - $66.3K
|
57.2K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.76K+ 45.18% |
$63.3K - $65.5K
|
8.88K
$208K
|
|