Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
514K+ 46.69% |
$11.6M - $12.3M
|
1.62M
$37.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
316KNew |
$7.12M - $7.57M
|
316K
$7.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301K+ 10.56% |
$6.79M - $7.21M
|
3.16M
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
92.9K+ 4.04% |
$2.09M - $2.22M
|
2.39M
$54.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.3K+ 61.69% |
$1.97M - $2.09M
|
229K
$5.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.6K+ 6.1% |
$1.52M - $1.62M
|
1.17M
$27M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
63.4K+ 78.24% |
$1.43M - $1.52M
|
145K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
63.2KNew |
$1.42M - $1.51M
|
63.2K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52K+ 44.03% |
$1.17M - $1.24M
|
170K
$3.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49.8K+ 253.14% |
$1.12M - $1.19M
|
69.5K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 13.86% |
$681K - $724K
|
248K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
27.3K+ 20.56% |
$616K - $654K
|
160K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 0.34% |
$608K - $646K
|
7.98M
$183M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.6K+ 2.71% |
$598K - $636K
|
1.01M
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1K+ 4.24% |
$566K - $602K
|
618K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
24.6K+ 13.13% |
$554K - $589K
|
212K
$4.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23K+ 19.35% |
$518K - $551K
|
142K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22KNew |
$495K - $526K
|
22K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.8K+ 0.71% |
$423K - $449K
|
2.68M
$61.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.1KNew |
$386K - $410K
|
17.1K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.4K+ 4.26% |
$369K - $393K
|
401K
$9.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
14.4KNew |
$324K - $344K
|
14.4K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.7KNew |
$308K - $328K
|
13.7K
$314K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.5KNew |
$237K - $252K
|
10.5K
$242K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10K+ 19.34% |
$226K - $240K
|
61.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.49KNew |
$214K - $227K
|
9.49K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8.99K+ 30.54% |
$202K - $215K
|
38.4K
$882K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.83K+ 5.34% |
$199K - $211K
|
174K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.67K+ 33.83% |
$195K - $207K
|
34.3K
$787K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.48KNew |
$191K - $203K
|
8.48K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8.31K+ 24.33% |
$187K - $199K
|
42.5K
$975K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.04K+ 1.44% |
$181K - $192K
|
567K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.96K+ 8.0% |
$179K - $190K
|
107K
$2.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.82K+ 2.06% |
$176K - $187K
|
388K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.96K+ 316.23% |
$157K - $166K
|
9.16K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.82K+ 4.33% |
$131K - $139K
|
140K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.25K+ 2.52% |
$118K - $126K
|
214K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.16K+ 3.18% |
$116K - $123K
|
167K
$3.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.08K+ 11.99% |
$114K - $122K
|
47.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.86K+ 12.3% |
$109K - $116K
|
44.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.7K+ 1.73% |
$83.3K - $88.6K
|
217K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 21.6% |
$77.8K - $82.7K
|
19.5K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.42K+ 9.29% |
$77.1K - $81.9K
|
40.3K
$924K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 7.12% |
$72.1K - $76.6K
|
48.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 14.68% |
$71.2K - $75.6K
|
24.7K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.16K+ 5.68% |
$71.1K - $75.6K
|
58.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.08K+ 1.11% |
$69.3K - $73.6K
|
281K
$6.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 9.28% |
$68.4K - $72.7K
|
35.8K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 25.02% |
$62.6K - $66.5K
|
13.9K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.76K+ 3.63% |
$62.1K - $66K
|
78.8K
$1.81M
|