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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 25.02% |
$62.6K - $66.5K
|
13.9K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
907+ 12.58% |
$20.4K - $21.7K
|
8.12K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.4K+ 4.26% |
$369K - $393K
|
401K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1K+ 4.24% |
$566K - $602K
|
618K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.86K+ 12.3% |
$109K - $116K
|
44.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.87K- 5.18% |
$155K - $164K
|
126K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.7K+ 1.73% |
$83.3K - $88.6K
|
217K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.49KNew |
$214K - $227K
|
9.49K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.08K+ 1.11% |
$69.3K - $73.6K
|
281K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.72% |
$1.67K - $1.77K
|
10.4K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-883- 13.41% |
$19.9K - $21.1K
|
5.7K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.67K+ 33.83% |
$195K - $207K
|
34.3K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 30.31% |
$128K - $136K
|
13.1K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.04% |
$45.4K - $48.3K
|
68.5K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$31.4K - $33.4K
|
1.4K
$31.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
521+ 2.9% |
$11.7K - $12.5K
|
18.5K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.61K- 6.42% |
$36.3K - $38.6K
|
23.5K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-205K- 19.66% |
$4.6M - $4.89M
|
836K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.96K+ 316.23% |
$157K - $166K
|
9.16K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$229K - $243K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 7.15% |
$26.8K - $28.4K
|
17.8K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
92.9K+ 4.04% |
$2.09M - $2.22M
|
2.39M
$54.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-354- 3.65% |
$7.97K - $8.47K
|
9.34K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 0.92% |
$47.3K - $50.3K
|
231K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-476- 3.65% |
$10.7K - $11.4K
|
12.6K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 1.36% |
$44.6K - $47.4K
|
148K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.6K+ 2.71% |
$58.5K - $62.2K
|
98.5K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.1KNew |
$386K - $410K
|
17.1K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 17.47% |
$40.3K - $42.8K
|
8.45K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$203 - $215
|
9
$205
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 0.4% |
$1.26K - $1.34K
|
14.1K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 23.56% |
$7.74K - $8.23K
|
1.8K
$41.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
634New |
$14.3K - $15.2K
|
634
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-802- 4.24% |
$18.1K - $19.2K
|
18.1K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.6K+ 6.1% |
$1.52M - $1.62M
|
1.17M
$26.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
191+ 0.59% |
$4.3K - $4.57K
|
32.7K
$745K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.34K+ 12.21% |
$30.2K - $32.1K
|
12.3K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
27.3K+ 20.56% |
$616K - $654K
|
160K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.63K- 11.69% |
$36.7K - $39K
|
12.3K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.3K+ 61.69% |
$1.97M - $2.09M
|
229K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.06K- 1.86% |
$23.8K - $25.3K
|
55.9K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 13.19% |
$30.5K - $32.4K
|
11.6K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.7KNew |
$308K - $328K
|
13.7K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.44K+ 24.05% |
$54.9K - $58.3K
|
12.6K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
480+ 1.82% |
$10.8K - $11.5K
|
26.9K
$612K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 0.34% |
$608K - $646K
|
7.98M
$182M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-476- 4.26% |
$10.7K - $11.4K
|
10.7K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 1.11% |
$40.1K - $42.6K
|
163K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.08K+ 11.99% |
$114K - $122K
|
47.5K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 10.06% |
$95.1K - $101K
|
37.8K
$860K
|