Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.1% |
$883 - $928
|
38K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
30New |
$680 - $714
|
30
$681
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 0.14% |
$566 - $595
|
18.2K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.52% |
$385 - $405
|
3.26K
$74K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$227 - $238
|
10
$227
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.36% |
$204 - $214
|
670
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.56% |
$22.7 - $23.8
|
65
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$22.7 - $23.8
|
12K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$45.3 - $47.6
|
11.4K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 0.18% |
$294 - $309
|
7.29K
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-13- 0.09% |
$294 - $309
|
13.7K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 0.16% |
$385 - $405
|
10.4K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20- 18.52% |
$453 - $476
|
88
$2K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-28- 3.36% |
$634 - $666
|
806
$18.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-53- 0.41% |
$1.2K - $1.26K
|
13K
$295K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-79- 0.63% |
$1.79K - $1.88K
|
12.5K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 15.77% |
$2.27K - $2.38K
|
534
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-119- 0.23% |
$2.7K - $2.83K
|
50.6K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-129- 18.12% |
$2.92K - $3.07K
|
583
$13.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-170- 0.99% |
$3.85K - $4.05K
|
17K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-181- 0.26% |
$4.1K - $4.31K
|
68.3K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-183- 0.85% |
$4.14K - $4.36K
|
21.3K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 57.8% |
$4.53K - $4.76K
|
146
$3.31K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 25.0% |
$4.53K - $4.76K
|
600
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-208- 3.05% |
$4.71K - $4.95K
|
6.62K
$150K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-236- 1.52% |
$5.35K - $5.62K
|
15.3K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-268- 2.54% |
$6.07K - $6.38K
|
10.3K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-304- 1.94% |
$6.89K - $7.24K
|
15.3K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-360- 2.55% |
$8.15K - $8.57K
|
13.8K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-399- 4.27% |
$9.04K - $9.5K
|
8.94K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-405- 0.29% |
$9.17K - $9.64K
|
137K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-469- 3.75% |
$10.6K - $11.2K
|
12K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-520- 2.23% |
$11.8K - $12.4K
|
22.8K
$517K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-581- 4.18% |
$13.2K - $13.8K
|
13.3K
$302K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-660- 18.91% |
$14.9K - $15.7K
|
2.83K
$64.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-709- 13.03% |
$16.1K - $16.9K
|
4.73K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-744- 73.23% |
$16.9K - $17.7K
|
272
$6.17K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-750- 6.09% |
$17K - $17.9K
|
11.6K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-886- 0.67% |
$20.1K - $21.1K
|
130K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 2.76% |
$23.4K - $24.6K
|
36.4K
$825K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.52K- 13.14% |
$34.4K - $36.2K
|
10K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.54K- 4.73% |
$34.8K - $36.5K
|
30.9K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.57K- 4.12% |
$35.5K - $37.3K
|
36.5K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 6.16% |
$36.2K - $38K
|
24.3K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 11.66% |
$47.1K - $49.5K
|
15.7K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.26K- 11.61% |
$51.2K - $53.8K
|
17.2K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.49K- 3.94% |
$56.5K - $59.3K
|
60.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.51K- 2.74% |
$56.9K - $59.8K
|
89K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.68K- 16.55% |
$60.7K - $63.8K
|
13.5K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.48% |
$62.1K - $65.2K
|
33.9K
$769K
|