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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
224+ 2.46% |
$5.04K - $5.36K
|
9.33K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-540- 3.11% |
$12.2K - $12.9K
|
16.8K
$382K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-523- 58.57% |
$11.8K - $12.5K
|
370
$8.39K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 180.92% |
$6.19K - $6.58K
|
427
$9.68K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
66+ 0.19% |
$1.49K - $1.58K
|
34.3K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 9.28% |
$68.4K - $72.7K
|
35.8K
$812K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23K+ 19.35% |
$518K - $551K
|
142K
$3.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.04K+ 1.44% |
$181K - $192K
|
567K
$12.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.82K+ 2.06% |
$176K - $187K
|
388K
$8.79M
|
|
| Q2 2024 | |||||||
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-262- 1.82% |
$5.83K - $6.01K
|
14.1K
$320K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$806K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
248New |
$5.52K - $5.69K
|
248
$5.62K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 55.56% |
$22.3K - $22.9K
|
800
$18.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.29KNew |
$28.7K - $29.6K
|
1.29K
$29.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428New |
$9.52K - $9.82K
|
428
$9.71K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
979+ 9.4% |
$21.8K - $22.5K
|
11.4K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.27KNew |
$206K - $213K
|
9.27K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14KNew |
$25.3K - $26.1K
|
1.14K
$25.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.91KNew |
$198K - $204K
|
8.91K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.2K- 17.36% |
$428K - $441K
|
91.5K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.81% |
$36.7K - $37.8K
|
41.6K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$3.4K - $3.51K
|
153
$3.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-240K- 52.33% |
$5.33M - $5.5M
|
218K
$4.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.11% |
$156 - $161
|
6.51K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-304- 2.52% |
$6.76K - $6.97K
|
11.8K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-354- 80.45% |
$7.88K - $8.12K
|
86
$1.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
88New |
$1.96K - $2.02K
|
88
$2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
476New |
$10.6K - $10.9K
|
476
$10.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-5.07K- 27.24% |
$113K - $116K
|
13.6K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11K+ 315.27% |
$244K - $252K
|
14.4K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.44K+ 41.09% |
$143K - $148K
|
22.1K
$501K
|
|
|
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
$684K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$14.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.89K- 23.47% |
$109K - $112K
|
15.9K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 99.63% |
$228K - $235K
|
38
$862
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
245New |
$5.45K - $5.62K
|
245
$5.56K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 6.91% |
$1.02K - $1.06K
|
712
$16.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.66K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
9.53KNew |
$212K - $219K
|
9.53K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.28KNew |
$50.7K - $52.3K
|
2.28K
$51.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 113.33% |
$757 - $780
|
64
$1.45K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
353New |
$7.85K - $8.1K
|
353
$8.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.36KNew |
$52.5K - $54.1K
|
2.36K
$53.5K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$110K - $113K
|
30.7K
$696K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$5.42K - $5.57K
|
239
$5.42K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.4K- 56.05% |
$1.46M - $1.5M
|
50.5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.27M
|
|