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
|
Truist Financial Corp
|
BUY
|
- |
277+ 0.74% |
$6.24K - $6.63K
|
37.9K
$871K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 180.92% |
$6.19K - $6.58K
|
427
$9.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
264+ 0.22% |
$5.94K - $6.31K
|
119K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
224+ 2.46% |
$5.04K - $5.36K
|
9.33K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
221+ 1.47% |
$4.97K - $5.29K
|
15.3K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
207+ 0.97% |
$4.66K - $4.95K
|
21.5K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
191+ 0.59% |
$4.3K - $4.57K
|
32.7K
$751K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
165+ 1.09% |
$3.71K - $3.95K
|
15.3K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
154+ 0.67% |
$3.47K - $3.68K
|
23.3K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147New |
$3.31K - $3.52K
|
147
$3.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
115+ 1.16% |
$2.59K - $2.75K
|
10.1K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
110+ 0.41% |
$2.48K - $2.63K
|
27.2K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 12.55% |
$2.03K - $2.15K
|
807
$18.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
81+ 0.7% |
$1.82K - $1.94K
|
11.7K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.72% |
$1.67K - $1.77K
|
10.4K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.47% |
$1.67K - $1.77K
|
15.9K
$364K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
66+ 0.19% |
$1.49K - $1.58K
|
34.3K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 0.4% |
$1.26K - $1.34K
|
14.1K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.07% |
$653 - $694
|
2.75K
$63.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.4% |
$293 - $311
|
3.24K
$74.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 0.11% |
$270 - $287
|
11.4K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.09% |
$248 - $263
|
1.02K
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$203 - $215
|
9
$207
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.07% |
$158 - $167
|
661
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.14% |
$113 - $120
|
3.49K
$80.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$113 - $120
|
18.1K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.07% |
$90 - $95.7
|
379
$8.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.02% |
$135 - $144
|
37.4K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.06% |
$180 - $191
|
12.5K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15- 0.12% |
$338 - $359
|
12.9K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.15% |
$743 - $789
|
21.3K
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-33- 3.05% |
$743 - $789
|
1.05K
$24.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.37% |
$2.12K - $2.25K
|
25.6K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-138- 1.01% |
$3.11K - $3.3K
|
13.5K
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-159- 1.21% |
$3.58K - $3.8K
|
13K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-215- 2.4% |
$4.84K - $5.14K
|
8.74K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.89% |
$5.74K - $6.1K
|
8.55K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 3.63% |
$6.19K - $6.58K
|
7.31K
$168K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-286- 2.32% |
$6.44K - $6.84K
|
12K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-296- 0.21% |
$6.66K - $7.08K
|
138K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-354- 3.65% |
$7.97K - $8.47K
|
9.34K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-476- 3.65% |
$10.7K - $11.4K
|
12.6K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-476- 4.26% |
$10.7K - $11.4K
|
10.7K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-523- 58.57% |
$11.8K - $12.5K
|
370
$8.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-528- 1.37% |
$11.9K - $12.6K
|
38K
$873K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-540- 3.11% |
$12.2K - $12.9K
|
16.8K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-560- 3.05% |
$12.6K - $13.4K
|
17.8K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-576- 1.53% |
$13K - $13.8K
|
37.1K
$851K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-636- 0.37% |
$14.3K - $15.2K
|
171K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-802- 4.24% |
$18.1K - $19.2K
|
18.1K
$415K
|