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 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 0.71% |
$431 - $443
|
2.69K
$61.5K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18+ 0.15% |
$408 - $419
|
12.1K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
14+ 0.14% |
$317 - $326
|
9.77K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7+ 0.05% |
$159 - $163
|
14.4K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.71% |
$159 - $163
|
994
$22.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$113 - $116
|
647
$14.8K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.45% |
$22.7 - $23.3
|
30
$685
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-56- 0.24% |
$1.27K - $1.3K
|
23.3K
$532K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61- 0.57% |
$1.38K - $1.42K
|
10.7K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-64- 0.07% |
$1.45K - $1.49K
|
92.5K
$2.11M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-71- 0.63% |
$1.61K - $1.65K
|
11.2K
$255K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 0.44% |
$2.4K - $2.47K
|
23.9K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-196- 1.46% |
$4.44K - $4.56K
|
13.2K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 0.64% |
$5.3K - $5.45K
|
36.4K
$831K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-238- 0.51% |
$5.39K - $5.54K
|
46.1K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-440- 3.67% |
$9.97K - $10.2K
|
11.6K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-506- 3.82% |
$11.5K - $11.8K
|
12.7K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-512- 23.39% |
$11.6K - $11.9K
|
1.68K
$38.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-611- 71.88% |
$13.8K - $14.2K
|
239
$5.46K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-724- 1.26% |
$16.4K - $16.9K
|
56.7K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-762- 1.78% |
$17.3K - $17.7K
|
42.1K
$962K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-922- 4.67% |
$20.9K - $21.5K
|
18.8K
$430K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.3K- 8.59% |
$29.5K - $30.3K
|
13.9K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.98K- 6.81% |
$44.8K - $46.1K
|
27.1K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-2.08K- 7.96% |
$47K - $48.4K
|
24K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.08K- 5.55% |
$47.2K - $48.5K
|
35.5K
$810K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.51K- 6.66% |
$56.8K - $58.4K
|
35.1K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.47K- 91.5% |
$78.6K - $80.7K
|
322
$7.35K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.63K- 24.02% |
$82.3K - $84.6K
|
11.5K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.04K- 8.22% |
$91.5K - $94K
|
45.1K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.06K- 2.63% |
$91.9K - $94.5K
|
150K
$3.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.01% |
$96.2K - $98.9K
|
80.4K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.53K- 5.91% |
$103K - $105K
|
72.1K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.55K- 30.28% |
$103K - $106K
|
10.5K
$239K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$110K - $113K
|
30.7K
$701K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.24K- 15.32% |
$141K - $145K
|
34.5K
$788K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.18K- 45.48% |
$185K - $191K
|
9.81K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-8.67K- 4.22% |
$196K - $202K
|
197K
$4.49M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.97K- 38.89% |
$226K - $232K
|
15.7K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-10K- 23.3% |
$227K - $233K
|
32.9K
$752K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11K- 29.65% |
$249K - $256K
|
26.1K
$597K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 4.06% |
$290K - $298K
|
302K
$6.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.9K- 44.49% |
$292K - $300K
|
16.1K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.6K- 7.32% |
$308K - $317K
|
172K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 30.02% |
$360K - $370K
|
37.1K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-22.8K- 21.21% |
$517K - $532K
|
84.8K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-26.9K- 16.31% |
$610K - $627K
|
138K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.5K- 64.49% |
$647K - $665K
|
15.7K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.2K- 46.65% |
$865K - $889K
|
43.6K
$997K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-46.9K- 15.31% |
$1.06M - $1.09M
|
259K
$5.93M
|