Latest Institutional Transactions on Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
4.96K+ 24.96% |
$112K - $115K
|
24.8K
$564K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279K+ 88.17% |
$6.33M - $6.51M
|
596K
$13.5M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.78K+ 48.21% |
$199K - $204K
|
27K
$613K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.7K+ 19.74% |
$61.2K - $62.9K
|
16.4K
$372K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.18K+ 15.24% |
$163K - $167K
|
54.3K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.6K+ 23.98% |
$172K - $177K
|
39.3K
$893K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.95K+ 8.68% |
$89.4K - $91.9K
|
49.4K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 17.64% |
$3M - $3.09M
|
884K
$20.1M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.46M- 75.27% |
$146M - $151M
|
2.12M
$48.2M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 30.02% |
$360K - $370K
|
37.1K
$842K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.5K- 64.49% |
$647K - $665K
|
15.7K
$357K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
292+ 0.3% |
$6.62K - $6.8K
|
98.2K
$2.23M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-22.8K- 21.21% |
$517K - $532K
|
84.8K
$1.93M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.36K+ 8.0% |
$189K - $195K
|
113K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
540+ 18.07% |
$12.2K - $12.6K
|
3.53K
$80.2K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
154+ 30.08% |
$3.49K - $3.59K
|
666
$15.1K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.2K- 46.65% |
$865K - $889K
|
43.6K
$992K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.47K+ 31.06% |
$55.9K - $57.5K
|
10.4K
$237K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.4K- 56.05% |
$1.46M - $1.5M
|
50.5K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-132K- 30.36% |
$2.99M - $3.07M
|
302K
$6.87M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.47K+ 18.2% |
$124K - $127K
|
35.5K
$808K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7+ 0.05% |
$159 - $163
|
14.4K
$327K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 22.87% |
$58.8K - $60.4K
|
13.9K
$316K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.6K+ 679.87% |
$830K - $853K
|
42K
$954K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.7K+ 7.22% |
$493K - $506K
|
323K
$7.34M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.3K+ 19.69% |
$527K - $542K
|
141K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 22.99% |
$25.9K - $26.6K
|
6.12K
$139K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 2.27% |
$7.73K - $7.94K
|
15.3K
$349K
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.24K+ 15.46% |
$96K - $98.7K
|
31.7K
$719K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9K+ 14.81% |
$384K - $395K
|
131K
$2.98M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.66K+ 50.53% |
$106K - $109K
|
13.9K
$316K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3KNew |
$710K - $730K
|
31.3K
$712K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.9K+ 16.92% |
$1.52M - $1.56M
|
463K
$10.5M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.54K+ 12.45% |
$194K - $199K
|
77.1K
$1.75M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$274K - $281K
|
12.1K
$275K
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.56K+ 14.76% |
$126K - $129K
|
43.2K
$982K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.69K+ 2.69% |
$106K - $109K
|
179K
$4.07M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
132+ 0.77% |
$2.99K - $3.07K
|
17.3K
$392K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.36K+ 31.1% |
$76.2K - $78.3K
|
14.2K
$322K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.56K+ 14.76% |
$126K - $129K
|
43.2K
$982K
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
61.7K+ 7.38% |
$1.4M - $1.44M
|
898K
$20.4M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228K- 99.34% |
$5.16M - $5.3M
|
1.51K
$34.4K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-440- 3.67% |
$9.97K - $10.2K
|
11.6K
$263K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 19.39% |
$29M - $29.8M
|
7.87M
$179M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 5.38% |
$472K - $485K
|
408K
$9.28M
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$230K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.8K+ 17.36% |
$856K - $880K
|
255K
$5.8M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
865+ 2.77% |
$19.6K - $20.1K
|
32.1K
$730K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.66K+ 9.59% |
$37.6K - $38.7K
|
19K
$431K
|