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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
8.67K+ 4.41% |
$183K - $203K
|
205K
$4.65M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23+ 0.08% |
$486 - $538
|
29.4K
$666K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.01KNew |
$42.4K - $46.9K
|
2.01K
$45.4K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23K+ 25.35% |
$47K - $52.1K
|
11K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
401New |
$8.47K - $9.38K
|
401
$9.07K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$216K - $239K
|
10.2K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$287K - $317K
|
13.6K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
145K+ 114.8% |
$3.06M - $3.39M
|
272K
$6.15M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$422 - $468
|
20
$453
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$219K - $243K
|
10.4K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.17KNew |
$130K - $144K
|
6.17K
$140K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.82KNew |
$207K - $230K
|
9.82K
$222K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
292New |
$6.16K - $6.83K
|
292
$6.61K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$297K - $328K
|
14K
$318K
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
11.6K+ 129.83% |
$245K - $271K
|
20.5K
$465K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3KNew |
$63.3K - $70.1K
|
3K
$67.9K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
512New |
$10.8K - $12K
|
512
$11.6K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
411+ 3.73% |
$8.68K - $9.61K
|
11.4K
$259K
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
92.7KNew |
$1.96M - $2.17M
|
92.7K
$2.1M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.6KNew |
$160K - $178K
|
7.6K
$172K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$42.2 - $46.8
|
2
$45.3
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.14KNew |
$193K - $214K
|
9.14K
$207K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 65.98% |
$1.35K - $1.5K
|
33
$747
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.08K+ 37.49% |
$149K - $165K
|
25.9K
$587K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 16.82% |
$1.9K - $2.1K
|
625
$14.1K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.32KNew |
$91.1K - $101K
|
4.32K
$97.7K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
665+ 39.56% |
$14K - $15.5K
|
2.35K
$53.1K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.17% |
$21.1 - $23.4
|
594
$13.4K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
30.3KNew |
$639K - $708K
|
30.3K
$685K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4KNew |
$114K - $126K
|
5.4K
$122K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$3.06K - $3.39K
|
145
$3.28K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 5.03% |
$2.53K - $2.81K
|
2.27K
$51.3K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-34- 3.67% |
$718 - $795
|
893
$20.2K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.5K- 3.46% |
$74K - $81.9K
|
97.8K
$2.21M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9KNew |
$190K - $210K
|
9K
$204K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.37KNew |
$198K - $219K
|
9.37K
$212K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
366+ 1.79% |
$7.73K - $8.56K
|
20.9K
$472K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
434New |
$9.16K - $10.1K
|
434
$9.82K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.07K+ 47.66% |
$128K - $142K
|
18.8K
$426K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.38K- 10.15% |
$135K - $149K
|
56.4K
$1.28M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 1605.83% |
$34.9K - $38.7K
|
1.76K
$39.8K
|
|
Q3 2023 | |||||||
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.28K+ 41.83% |
$136K - $143K
|
21.3K
$482K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.3KNew |
$225K - $236K
|
10.3K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
375New |
$8.15K - $8.56K
|
375
$8.49K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.23KNew |
$70.2K - $73.8K
|
3.23K
$73.1K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
30.7KNew |
$667K - $701K
|
30.7K
$695K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
376New |
$8.17K - $8.58K
|
376
$8.51K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 50.86% |
$1.28K - $1.35K
|
57
$1.29K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.81K- 9.98% |
$39.4K - $41.4K
|
16.4K
$370K
|