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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10.9KNew |
$247K - $253K
|
10.9K
$246K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.82K+ 15.37% |
$41.2K - $42.4K
|
13.7K
$309K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 60.91% |
$196K - $201K
|
22.8K
$516K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.3K+ 156.65% |
$414K - $426K
|
29.9K
$678K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1K+ 8.27% |
$22.7K - $23.3K
|
13.1K
$297K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
865+ 2.77% |
$19.6K - $20.1K
|
32.1K
$727K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.2K+ 11.1% |
$526K - $540K
|
232K
$5.25M
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$229K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
358+ 83.06% |
$8.11K - $8.34K
|
789
$17.9K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
545+ 6.76% |
$12.3K - $12.7K
|
8.61K
$195K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.2K+ 19.23% |
$1.23M - $1.26M
|
336K
$7.61M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
53.8K+ 8.72% |
$1.22M - $1.25M
|
671K
$15.2M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.48K+ 12.05% |
$78.9K - $81.1K
|
32.4K
$733K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 4.97% |
$65.4K - $67.3K
|
61K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.46K+ 22.65% |
$55.6K - $57.2K
|
13.3K
$301K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-113K- 19.83% |
$2.57M - $2.64M
|
458K
$10.4M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
440New |
$9.97K - $10.2K
|
440
$9.96K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 5.27% |
$1.05M - $1.08M
|
927K
$21M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.88K+ 30.86% |
$133K - $137K
|
24.9K
$565K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.41% |
$1.25K - $1.28K
|
13.4K
$304K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 106.86% |
$446K - $459K
|
38.1K
$863K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-496K- 85.66% |
$11.2M - $11.5M
|
83K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 6.21% |
$3.07M - $3.15M
|
2.31M
$52.4M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5K+ 24.14% |
$260K - $268K
|
59.1K
$1.34M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$185K - $190K
|
8.15K
$184K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.89% |
$37.6K - $38.6K
|
12.1K
$274K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123K+ 15.28% |
$2.8M - $2.87M
|
931K
$21.1M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.55K- 30.28% |
$103K - $106K
|
10.5K
$237K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
101K+ 12.12% |
$2.29M - $2.35M
|
934K
$21.1M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4K+ 23.82% |
$90.6K - $93.1K
|
20.8K
$470K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.18K- 45.48% |
$185K - $191K
|
9.81K
$222K
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-26.9K- 16.31% |
$610K - $627K
|
138K
$3.12M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4K+ 28.65% |
$90.7K - $93.2K
|
18K
$407K
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-762- 1.78% |
$17.3K - $17.7K
|
42.1K
$953K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
265+ 3.01% |
$6K - $6.17K
|
9.08K
$206K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.32K+ 30.37% |
$166K - $171K
|
31.4K
$711K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.04K- 8.22% |
$91.5K - $94K
|
45.1K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 3.0% |
$15.9K - $16.3K
|
24K
$543K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-71- 0.63% |
$1.61K - $1.65K
|
11.2K
$253K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-65.9K- 88.32% |
$1.49M - $1.54M
|
8.72K
$197K
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
484K+ 85.97% |
$11M - $11.3M
|
1.05M
$23.7M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.97K- 38.89% |
$226K - $232K
|
15.7K
$354K
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-64- 0.07% |
$1.45K - $1.49K
|
92.5K
$2.09M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-137K- 74.56% |
$3.1M - $3.18M
|
46.6K
$1.06M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-512- 23.39% |
$11.6K - $11.9K
|
1.68K
$38K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.24K- 15.32% |
$141K - $145K
|
34.5K
$780K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93K+ 1.78% |
$43.8K - $45K
|
111K
$2.51M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.45% |
$22.7 - $23.3
|
30
$679
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14.7K+ 125.15% |
$333K - $343K
|
26.5K
$599K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 0.44% |
$2.4K - $2.47K
|
23.9K
$541K
|