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 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.46K+ 22.65% |
$55.6K - $57.2K
|
13.3K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 28.38% |
$51.5K - $52.9K
|
10.3K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.22K+ 4.44% |
$50.2K - $51.6K
|
52.1K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.14K+ 24.38% |
$48.4K - $49.7K
|
10.9K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 19.34% |
$45.1K - $46.3K
|
12.3K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 19.84% |
$44.5K - $45.7K
|
11.9K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.96K+ 9.92% |
$44.5K - $45.7K
|
21.7K
$494K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93K+ 1.78% |
$43.8K - $45K
|
111K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.82K+ 15.37% |
$41.2K - $42.4K
|
13.7K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.66K+ 9.59% |
$37.6K - $38.7K
|
19K
$431K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.89% |
$37.6K - $38.6K
|
12.1K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.56K+ 57.08% |
$35.3K - $36.3K
|
4.29K
$97.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 4.04% |
$33.9K - $34.9K
|
38.6K
$876K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.49K+ 10.85% |
$33.7K - $34.6K
|
15.2K
$345K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.47K+ 14.33% |
$33.3K - $34.2K
|
11.7K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 17.91% |
$28.2K - $29K
|
8.2K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.2K+ 11.3% |
$27.2K - $27.9K
|
11.8K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 22.99% |
$25.9K - $26.6K
|
6.12K
$139K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 10.34% |
$25.8K - $26.5K
|
12.2K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.07K+ 5.86% |
$24.2K - $24.9K
|
19.3K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1K+ 8.27% |
$22.7K - $23.3K
|
13.1K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
922+ 1.64% |
$20.9K - $21.5K
|
57.1K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
881+ 8.95% |
$20K - $20.5K
|
10.7K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
865+ 2.77% |
$19.6K - $20.1K
|
32.1K
$730K
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
837+ 8.56% |
$19K - $19.5K
|
10.6K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
826+ 5.87% |
$18.7K - $19.2K
|
14.9K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 3.0% |
$15.9K - $16.3K
|
24K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
639+ 7.22% |
$14.5K - $14.9K
|
9.49K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
545+ 6.76% |
$12.3K - $12.7K
|
8.61K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
540+ 18.07% |
$12.2K - $12.6K
|
3.53K
$80.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
440New |
$9.97K - $10.2K
|
440
$9.99K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
439+ 68.81% |
$9.95K - $10.2K
|
1.08K
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
358+ 83.06% |
$8.11K - $8.34K
|
789
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 2.27% |
$7.73K - $7.94K
|
15.3K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
330+ 2.0% |
$7.48K - $7.69K
|
16.8K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
292+ 0.3% |
$6.62K - $6.8K
|
98.2K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
265+ 3.01% |
$6K - $6.17K
|
9.08K
$206K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$5.42K - $5.57K
|
239
$5.43K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
225+ 1.22% |
$5.1K - $5.24K
|
18.6K
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
195New |
$4.42K - $4.54K
|
195
$4.43K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
154+ 30.08% |
$3.49K - $3.59K
|
666
$15.1K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
132+ 0.77% |
$2.99K - $3.07K
|
17.3K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 15.94% |
$2.9K - $2.98K
|
931
$21.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
119New |
$2.7K - $2.77K
|
119
$2.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 22.44% |
$1.54K - $1.58K
|
371
$8.43K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.39% |
$1.47K - $1.51K
|
16.8K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.41% |
$1.25K - $1.28K
|
13.4K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54+ 0.84% |
$1.22K - $1.26K
|
6.52K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 6.99% |
$974 - $1K
|
658
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
43+ 0.13% |
$974 - $1K
|
33.2K
$753K
|