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 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 4.71% |
$33.2K - $34.2K
|
30.2K
$719K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.44K+ 41.09% |
$143K - $148K
|
22.1K
$527K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
450+ 4.74% |
$10K - $10.3K
|
9.94K
$237K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.59K+ 3.57% |
$35.3K - $36.4K
|
46.1K
$1.1M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11K+ 315.27% |
$244K - $252K
|
14.4K
$344K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-119- 0.84% |
$2.65K - $2.73K
|
14.1K
$335K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-695- 41.44% |
$15.5K - $15.9K
|
982
$23.4K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
213+ 0.38% |
$4.74K - $4.89K
|
56.9K
$1.36M
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
16.9K+ 8.61% |
$377K - $389K
|
214K
$5.1M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.08% |
$645 - $665
|
2.72K
$64.9K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-575- 4.52% |
$12.8K - $13.2K
|
12.2K
$290K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-56K- 21.57% |
$1.25M - $1.28M
|
203K
$4.85M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.11% |
$245 - $252
|
1.01K
$24K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.76K+ 7.04% |
$173K - $178K
|
118K
$2.81M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$15.2K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
102K+ 172.46% |
$2.27M - $2.34M
|
161K
$3.84M
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
523+ 3.03% |
$11.6K - $12K
|
17.8K
$424K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 7.74% |
$40.1K - $41.4K
|
25.1K
$599K
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.22K- 6.41% |
$27.1K - $27.9K
|
17.8K
$423K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.89K- 23.47% |
$109K - $112K
|
15.9K
$380K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 14.15% |
$473K - $487K
|
171K
$4.09M
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
20.1K+ 20.37% |
$448K - $461K
|
119K
$2.83M
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.57K+ 6.16% |
$124K - $128K
|
95.9K
$2.29M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 99.63% |
$228K - $235K
|
38
$906
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.56K- 13.23% |
$102K - $105K
|
29.9K
$714K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.91K+ 7.47% |
$154K - $159K
|
99.4K
$2.37M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19- 0.25% |
$423 - $436
|
7.58K
$181K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 12.47% |
$63.3K - $65.2K
|
25.6K
$612K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$275K - $283K
|
12.4K
$295K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$245 - $252
|
42K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
245New |
$5.45K - $5.62K
|
245
$5.84K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.51K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.7KNew |
$438K - $451K
|
19.7K
$469K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-116- 2.7% |
$2.58K - $2.66K
|
4.18K
$99.6K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.47K- 2.58% |
$32.8K - $33.8K
|
55.7K
$1.33M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.08% |
$89 - $91.8
|
375
$8.94K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 6.91% |
$1.02K - $1.06K
|
712
$17K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.24K- 27.65% |
$94.4K - $97.3K
|
11.1K
$265K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.68K- 12.64% |
$37.4K - $38.5K
|
11.6K
$277K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.75K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.7K+ 24.35% |
$951K - $980K
|
218K
$5.2M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
914+ 6.14% |
$20.3K - $21K
|
15.8K
$377K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
362+ 2.98% |
$8.05K - $8.3K
|
12.5K
$298K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 5.44% |
$32.8K - $33.8K
|
28.6K
$681K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 0.46% |
$111 - $115
|
1.08K
$25.8K
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.52K+ 11.5% |
$78.4K - $80.8K
|
34.2K
$815K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
860+ 1.65% |
$19.1K - $19.7K
|
53K
$1.26M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.52K+ 5.26% |
$123K - $127K
|
111K
$2.64M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.74K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.11M
|