Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 19.39% |
$29M - $29.8M
|
7.87M
$179M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
484K+ 85.97% |
$11M - $11.3M
|
1.05M
$23.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279K+ 88.17% |
$6.33M - $6.51M
|
596K
$13.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
268K+ 14.99% |
$6.07M - $6.24M
|
2.06M
$46.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
247K+ 10.36% |
$5.6M - $5.75M
|
2.63M
$59.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 6.21% |
$3.07M - $3.15M
|
2.31M
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 17.64% |
$3M - $3.09M
|
884K
$20.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 17.64% |
$3M - $3.09M
|
884K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123K+ 15.28% |
$2.8M - $2.87M
|
931K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
101K+ 12.12% |
$2.29M - $2.35M
|
934K
$21.2M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
100K+ 154.19% |
$2.27M - $2.33M
|
165K
$3.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
72K+ 15.24% |
$1.63M - $1.68M
|
545K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.9K+ 16.92% |
$1.52M - $1.56M
|
463K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
66.5KNew |
$1.51M - $1.55M
|
66.5K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
61.7K+ 7.38% |
$1.4M - $1.44M
|
898K
$20.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60.9KNew |
$1.38M - $1.42M
|
60.9K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.2K+ 19.23% |
$1.23M - $1.26M
|
336K
$7.63M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
53.8K+ 8.72% |
$1.22M - $1.25M
|
671K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
53.2K+ 37.62% |
$1.2M - $1.24M
|
195K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 5.27% |
$1.05M - $1.08M
|
927K
$21.1M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.6K+ 15.02% |
$965K - $992K
|
326K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.8K+ 17.36% |
$856K - $880K
|
255K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.6K+ 679.87% |
$830K - $853K
|
42K
$954K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3KNew |
$710K - $730K
|
31.3K
$712K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.8K+ 41.48% |
$698K - $717K
|
105K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27.5K+ 20.91% |
$622K - $640K
|
159K
$3.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 30.71% |
$587K - $603K
|
110K
$2.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$546K - $561K
|
24.1K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.3K+ 19.69% |
$527K - $542K
|
141K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.2K+ 11.1% |
$526K - $540K
|
232K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.7K+ 7.22% |
$493K - $506K
|
323K
$7.33M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21K+ 6.52% |
$476K - $490K
|
343K
$7.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 5.38% |
$472K - $485K
|
408K
$9.28M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$467K - $480K
|
20.6K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 106.86% |
$446K - $459K
|
38.1K
$866K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 12.6% |
$445K - $457K
|
175K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
19.5K+ 13.69% |
$441K - $453K
|
162K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.6KNew |
$422K - $434K
|
18.6K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.3K+ 156.65% |
$414K - $426K
|
29.9K
$680K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.1K+ 25.07% |
$410K - $422K
|
90.3K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$406K - $417K
|
17.9K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9K+ 14.81% |
$384K - $395K
|
131K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14.7K+ 125.15% |
$333K - $343K
|
26.5K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14.1K+ 50.24% |
$319K - $328K
|
42.2K
$957K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.8K+ 29.57% |
$312K - $321K
|
60.4K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$274K - $281K
|
12.1K
$274K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
11.7KNew |
$264K - $272K
|
11.7K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5K+ 24.14% |
$260K - $268K
|
59.1K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$255K - $262K
|
11.2K
$255K
|