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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.6K+ 2.71% |
$58.5K - $62.2K
|
98.5K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.48K+ 3.41% |
$55.8K - $59.2K
|
75.2K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.44K+ 24.05% |
$54.9K - $58.3K
|
12.6K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.31K+ 3.27% |
$52K - $55.2K
|
72.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.15K+ 5.9% |
$48.3K - $51.3K
|
38.5K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 0.92% |
$47.3K - $50.3K
|
231K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 59.58% |
$45.7K - $48.6K
|
5.44K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.04% |
$45.4K - $48.3K
|
68.5K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 1.36% |
$44.6K - $47.4K
|
148K
$3.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.91K+ 16.15% |
$43.1K - $45.8K
|
13.8K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.8K+ 8.39% |
$40.6K - $43.2K
|
23.3K
$535K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 1.11% |
$40.1K - $42.6K
|
163K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 4.15% |
$38.8K - $41.3K
|
43.3K
$993K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 6.81% |
$37.2K - $39.5K
|
25.9K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.59K+ 12.85% |
$35.7K - $38K
|
13.9K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 12.53% |
$34.8K - $37K
|
13.9K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.51K+ 8.48% |
$33.9K - $36K
|
19.3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$31.4K - $33.4K
|
1.4K
$32K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 13.19% |
$30.5K - $32.4K
|
11.6K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.34K+ 12.21% |
$30.2K - $32.1K
|
12.3K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 7.06% |
$29.1K - $30.9K
|
19.6K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 9.9% |
$27.5K - $29.3K
|
13.6K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 7.15% |
$26.8K - $28.4K
|
17.8K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
939+ 2.08% |
$21.1K - $22.5K
|
46.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
907+ 12.58% |
$20.4K - $21.7K
|
8.12K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
840+ 3.25% |
$18.9K - $20.1K
|
26.7K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
746+ 6.36% |
$16.8K - $17.8K
|
12.5K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
699+ 1.19% |
$15.7K - $16.7K
|
59.6K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
675+ 4.54% |
$15.2K - $16.1K
|
15.5K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
652+ 0.59% |
$14.7K - $15.6K
|
111K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
640+ 4.26% |
$14.4K - $15.3K
|
15.7K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
634New |
$14.3K - $15.2K
|
634
$14.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
569+ 1.07% |
$12.8K - $13.6K
|
53.5K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
521+ 2.9% |
$11.7K - $12.5K
|
18.5K
$425K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
502New |
$11.3K - $12K
|
502
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
480+ 1.82% |
$10.8K - $11.5K
|
26.9K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458+ 121.81% |
$10.3K - $11K
|
834
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
406+ 1.23% |
$9.14K - $9.71K
|
33.5K
$769K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
382New |
$8.6K - $9.14K
|
382
$8.77K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
373+ 37.98% |
$8.4K - $8.92K
|
1.36K
$31.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
354+ 3.19% |
$7.97K - $8.47K
|
11.5K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
352+ 1.07% |
$7.92K - $8.42K
|
33.4K
$766K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 23.56% |
$7.74K - $8.23K
|
1.8K
$41.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320+ 7.66% |
$7.2K - $7.65K
|
4.5K
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
291+ 0.96% |
$6.55K - $6.96K
|
30.6K
$702K
|