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 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15- 0.12% |
$338 - $359
|
12.9K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-29- 7.73% |
$653 - $694
|
346
$7.86K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.15% |
$743 - $789
|
21.3K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-33- 3.05% |
$743 - $789
|
1.05K
$23.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.37% |
$2.12K - $2.25K
|
25.6K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-138- 1.01% |
$3.11K - $3.3K
|
13.5K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-159- 1.21% |
$3.58K - $3.8K
|
13K
$296K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-190- 0.8% |
$4.28K - $4.54K
|
23.5K
$533K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-215- 2.4% |
$4.84K - $5.14K
|
8.74K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.89% |
$5.74K - $6.1K
|
8.55K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 3.63% |
$6.19K - $6.58K
|
7.31K
$166K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-286- 2.32% |
$6.44K - $6.84K
|
12K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-296- 0.21% |
$6.66K - $7.08K
|
138K
$3.13M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-338- 2.68% |
$7.61K - $8.08K
|
12.3K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-354- 3.65% |
$7.97K - $8.47K
|
9.34K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-476- 4.26% |
$10.7K - $11.4K
|
10.7K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-476- 3.65% |
$10.7K - $11.4K
|
12.6K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-523- 58.57% |
$11.8K - $12.5K
|
370
$8.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-528- 1.37% |
$11.9K - $12.6K
|
38K
$864K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-540- 3.11% |
$12.2K - $12.9K
|
16.8K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-560- 3.05% |
$12.6K - $13.4K
|
17.8K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-576- 1.53% |
$13K - $13.8K
|
37.1K
$843K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-636- 0.37% |
$14.3K - $15.2K
|
171K
$3.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-784- 3.12% |
$17.6K - $18.8K
|
24.3K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-802- 4.24% |
$18.1K - $19.2K
|
18.1K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-880- 8.53% |
$19.8K - $21K
|
9.43K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-883- 13.41% |
$19.9K - $21.1K
|
5.7K
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-909- 3.18% |
$20.5K - $21.7K
|
27.7K
$628K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-999- 9.82% |
$22.5K - $23.9K
|
9.17K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.01K- 1.04% |
$22.6K - $24K
|
95.6K
$2.17M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 3.48% |
$23.4K - $24.9K
|
28.9K
$656K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.06K- 1.86% |
$23.8K - $25.3K
|
55.9K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 3.0% |
$24.6K - $26.1K
|
35.4K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 8.21% |
$26.4K - $28K
|
13.1K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 0.63% |
$29K - $30.9K
|
202K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 12.47% |
$31.2K - $33.1K
|
9.72K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.41K- 10.51% |
$31.8K - $33.8K
|
12K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 11.72% |
$32.1K - $34.1K
|
10.7K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.59K- 8.93% |
$35.7K - $38K
|
16.2K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.61K- 6.42% |
$36.3K - $38.6K
|
23.5K
$533K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.63K- 11.69% |
$36.7K - $39K
|
12.3K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 10.4% |
$36.8K - $39.1K
|
14.1K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 17.47% |
$40.3K - $42.8K
|
8.45K
$192K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 8.53% |
$51.1K - $54.3K
|
24.3K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.81K- 7.96% |
$63.2K - $67.1K
|
32.4K
$737K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.3K- 2.45% |
$74.3K - $78.9K
|
131K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 10.06% |
$95.1K - $101K
|
37.8K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 8.06% |
$100K - $106K
|
50.7K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.1K- 20.37% |
$115K - $122K
|
19.9K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 30.31% |
$128K - $136K
|
13.1K
$298K
|