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 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
638+ 1.95% |
$14.3K - $14.8K
|
33.4K
$773K
|
|
|
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 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
548+ 1.93% |
$12.3K - $12.7K
|
28.9K
$668K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
545New |
$12.2K - $12.7K
|
545
$12.6K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
460+ 2.58% |
$10.3K - $10.7K
|
18.3K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
455+ 1.57% |
$10.2K - $10.6K
|
29.4K
$679K
|
|
|
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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
225+ 13.58% |
$5.04K - $5.22K
|
1.88K
$43.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
194+ 1.32% |
$4.35K - $4.5K
|
14.9K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
190+ 7.3% |
$4.26K - $4.41K
|
2.79K
$64.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
151+ 2.22% |
$3.39K - $3.51K
|
6.95K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
139+ 3.3% |
$3.12K - $3.23K
|
4.35K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
119+ 24.44% |
$2.67K - $2.76K
|
606
$14K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.84% |
$2.62K - $2.72K
|
14K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
98+ 6.59% |
$2.2K - $2.28K
|
1.59K
$36.7K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
92+ 0.1% |
$2.06K - $2.14K
|
96.8K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70New |
$1.57K - $1.63K
|
70
$1.62K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
37+ 0.32% |
$830 - $859
|
11.5K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22+ 0.21% |
$493 - $511
|
10.4K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.13% |
$359 - $372
|
12.6K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.04% |
$269 - $279
|
33.2K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.28% |
$202 - $209
|
3.27K
$75.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 9.23% |
$135 - $139
|
71
$1.64K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
74.3KNew |
$1.68M - $1.77M
|
74.3K
$1.72M
|
|
|
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 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
46KNew |
$1.04M - $1.09M
|
46K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$817K - $859K
|
36.1K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$684K - $718K
|
30.2K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19.2K+ 179.19% |
$434K - $456K
|
29.9K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$336K - $353K
|
14.8K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$246K - $258K
|
10.9K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$243K - $255K
|
10.7K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.1KNew |
$230K - $241K
|
10.1K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.44KNew |
$214K - $225K
|
9.44K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2KNew |
$208K - $219K
|
9.2K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.19KNew |
$208K - $219K
|
9.19K
$213K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.74K+ 7.75% |
$175K - $184K
|
108K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.61KNew |
$150K - $157K
|
6.61K
$153K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.93KNew |
$134K - $141K
|
5.93K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5KNew |
$113K - $119K
|
5K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$56.3K - $59.1K
|
2.49K
$57.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.19K+ 8.21% |
$49.7K - $52.2K
|
28.9K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.81K+ 8.81% |
$41K - $43.1K
|
22.3K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.32KNew |
$29.8K - $31.3K
|
1.32K
$30.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
779+ 6.66% |
$17.6K - $18.5K
|
12.5K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
740New |
$16.8K - $17.6K
|
740
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
391New |
$8.86K - $9.31K
|
391
$9.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
247New |
$5.59K - $5.88K
|
247
$5.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
158New |
$3.58K - $3.76K
|
158
$3.65K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 5.39% |
$2.88K - $3.02K
|
2.49K
$57.5K
|
|