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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.14% |
$113 - $120
|
3.49K
$79.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 0.63% |
$29K - $30.9K
|
202K
$4.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.96K+ 8.0% |
$179K - $190K
|
107K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
699+ 1.19% |
$15.7K - $16.7K
|
59.6K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.81K- 7.96% |
$63.2K - $67.1K
|
32.4K
$736K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.06% |
$180 - $191
|
12.5K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
154+ 0.67% |
$3.47K - $3.68K
|
23.3K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
110+ 0.41% |
$2.48K - $2.63K
|
27.2K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.48KNew |
$191K - $203K
|
8.48K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
569+ 1.07% |
$12.8K - $13.6K
|
53.5K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
352+ 1.07% |
$7.92K - $8.42K
|
33.4K
$757K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 7.06% |
$29.1K - $30.9K
|
19.6K
$444K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
24.6K+ 13.13% |
$554K - $589K
|
212K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.41K- 10.51% |
$31.8K - $33.8K
|
12K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.07% |
$653 - $694
|
2.75K
$62.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.8K+ 0.71% |
$423K - $449K
|
2.68M
$60.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.51K+ 8.48% |
$33.9K - $36K
|
19.3K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-286- 2.32% |
$6.44K - $6.84K
|
12K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 3.0% |
$24.6K - $26.1K
|
35.4K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.15% |
$743 - $789
|
21.3K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.31K+ 3.27% |
$52K - $55.2K
|
72.8K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
640+ 4.26% |
$14.4K - $15.3K
|
15.7K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
63.4K+ 78.24% |
$1.43M - $1.52M
|
145K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.09% |
$248 - $263
|
1.02K
$23K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
939+ 2.08% |
$21.1K - $22.5K
|
46.1K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8.99K+ 30.54% |
$202K - $215K
|
38.4K
$871K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
652+ 0.59% |
$14.7K - $15.6K
|
111K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 7.12% |
$72.1K - $76.6K
|
48.2K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.4% |
$293 - $311
|
3.24K
$73.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 13.86% |
$681K - $724K
|
248K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
373+ 37.98% |
$8.4K - $8.92K
|
1.36K
$30.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
115+ 1.16% |
$2.59K - $2.75K
|
10.1K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 3.63% |
$6.19K - $6.58K
|
7.31K
$166K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$113 - $120
|
18.1K
$411K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.37% |
$2.12K - $2.25K
|
25.6K
$579K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
746+ 6.36% |
$16.8K - $17.8K
|
12.5K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.89% |
$5.74K - $6.1K
|
8.55K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49.8K+ 253.14% |
$1.12M - $1.19M
|
69.5K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.47% |
$1.67K - $1.77K
|
15.9K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
354+ 3.19% |
$7.97K - $8.47K
|
11.5K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320+ 7.66% |
$7.2K - $7.65K
|
4.5K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-909- 3.18% |
$20.5K - $21.7K
|
27.7K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
81+ 0.7% |
$1.82K - $1.94K
|
11.7K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.25K- 8.98% |
$141K - $149K
|
63.3K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
264+ 0.22% |
$5.94K - $6.31K
|
119K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 8.21% |
$26.4K - $28K
|
13.1K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.16K+ 5.68% |
$71.1K - $75.6K
|
58.8K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10K+ 19.34% |
$226K - $240K
|
61.9K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
291+ 0.96% |
$6.55K - $6.96K
|
30.6K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 12.53% |
$34.8K - $37K
|
13.9K
$315K
|