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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-220Closed |
$5.93K - $6.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.38KClosed |
$226K - $232K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-103KClosed |
$2.78M - $2.86M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.63KClosed |
$206K - $212K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-800Closed |
$21.6K - $22.2K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-84Closed |
$2.26K - $2.33K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-770Closed |
$20.5K - $21.7K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-770Closed |
$20.5K - $21.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$6.59K - $6.98K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-97.5KClosed |
$2.6M - $2.75M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.3KClosed |
$381K - $403K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-3.44KClosed |
$91.8K - $97.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15.6KClosed |
$416K - $440K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-328Closed |
$8.75K - $9.26K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.6KClosed |
$337K - $356K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
328New |
$9.05K - $9.31K
|
328
$7.47K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.7KClosed |
$74.6K - $76.7K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500Closed |
$13.8K - $14.2K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
27KNew |
$745K - $766K
|
27K
$614K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-890Closed |
$22.4K - $24.6K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.2KClosed |
$433K - $475K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10KClosed |
$224K - $277K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.67K- 84.1% |
$37.5K - $46.2K
|
316
$7.2K
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-645Closed |
$14.5K - $17.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.14KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-80KClosed |
N/A
|
0
$0
|
|