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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
779+ 6.66% |
$17.6K - $18.5K
|
12.5K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.5K- 8.55% |
$125K - $131K
|
58.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5KNew |
$113K - $119K
|
5K
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
391New |
$8.86K - $9.31K
|
391
$9.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-709- 13.03% |
$16.1K - $16.9K
|
4.73K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 0.18% |
$294 - $309
|
7.29K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$336K - $353K
|
14.8K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
740New |
$16.8K - $17.6K
|
740
$17.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-399- 4.27% |
$9.04K - $9.5K
|
8.94K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.48% |
$62.1K - $65.2K
|
33.9K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 6.72% |
$1.2K - $1.26K
|
842
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
30New |
$680 - $714
|
30
$694
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
100+ 0.33% |
$2.27K - $2.38K
|
30.7K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
120+ 1.31% |
$2.72K - $2.86K
|
9.29K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-268- 2.54% |
$6.07K - $6.38K
|
10.3K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.19K+ 8.21% |
$49.7K - $52.2K
|
28.9K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$246K - $258K
|
10.9K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.19KNew |
$208K - $219K
|
9.19K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.93KNew |
$134K - $141K
|
5.93K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$227 - $238
|
10
$231
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.44KNew |
$214K - $225K
|
9.44K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.03K- 96.79% |
$205K - $215K
|
299
$6.92K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 5.39% |
$2.88K - $3.02K
|
2.49K
$57.5K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 8.53% |
$51.1K - $54.3K
|
24.3K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
630+ 123.05% |
$14.2K - $15.1K
|
1.14K
$26.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.25K - $2.39K
|
100
$2.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.1KNew |
$746K - $793K
|
33.1K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.07K+ 7.98% |
$137K - $145K
|
82.2K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
207+ 0.97% |
$4.66K - $4.95K
|
21.5K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 30.31% |
$128K - $136K
|
13.1K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.67K+ 33.83% |
$195K - $207K
|
34.3K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$229K - $243K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 23.56% |
$7.74K - $8.23K
|
1.8K
$41.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$203 - $215
|
9
$208
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 13.19% |
$30.5K - $32.4K
|
11.6K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
27.3K+ 20.56% |
$616K - $654K
|
160K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.48KNew |
$191K - $203K
|
8.48K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.07% |
$653 - $694
|
2.75K
$63.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 8.21% |
$26.4K - $28K
|
13.1K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 11.72% |
$32.1K - $34.1K
|
10.7K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147New |
$3.31K - $3.52K
|
147
$3.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-215- 2.4% |
$4.84K - $5.14K
|
8.74K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.16K+ 3.18% |
$116K - $123K
|
167K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 12.47% |
$31.2K - $33.1K
|
9.72K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
382New |
$8.6K - $9.14K
|
382
$8.84K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 12.55% |
$2.03K - $2.15K
|
807
$18.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-138- 1.01% |
$3.11K - $3.3K
|
13.5K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-880- 8.53% |
$19.8K - $21K
|
9.43K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
502New |
$11.3K - $12K
|
502
$11.6K
|
|