Purchases and Sales Made in Q2 2025 in Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG AWARE USD CORPO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.58KNew |
$215K - $223K
|
9.58K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.07K+ 3.54% |
$114K - $118K
|
148K
$3.43M
|
|
|
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 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.83K+ 14.83% |
$41K - $42.4K
|
14.1K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
951+ 6.69% |
$21.3K - $22.1K
|
15.2K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.19% |
$179 - $186
|
683
$15.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-17- 0.08% |
$381 - $395
|
22.1K
$512K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-803- 6.93% |
$18K - $18.7K
|
10.8K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.51K- 12.5% |
$56.3K - $58.4K
|
17.6K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.28K- 16.63% |
$141K - $146K
|
31.5K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.29K- 8.93% |
$141K - $146K
|
64.1K
$1.48M
|