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 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-523- 58.57% |
$11.8K - $12.5K
|
370
$8.56K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2+ 0.02% |
$44.5 - $45.9
|
9.94K
$230K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$822K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.29KNew |
$28.7K - $29.6K
|
1.29K
$29.8K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428New |
$9.52K - $9.82K
|
428
$9.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.27KNew |
$206K - $213K
|
9.27K
$214K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14KNew |
$25.3K - $26.1K
|
1.14K
$26.3K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$3.4K - $3.51K
|
153
$3.54K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-240K- 52.33% |
$5.33M - $5.5M
|
218K
$5.05M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.81% |
$36.7K - $37.8K
|
41.6K
$961K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.11% |
$156 - $161
|
6.51K
$151K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-354- 80.45% |
$7.88K - $8.12K
|
86
$1.99K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
476New |
$10.6K - $10.9K
|
476
$11K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-5.07K- 27.24% |
$113K - $116K
|
13.6K
$313K
|
|
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
$698K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$14.8K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 99.63% |
$228K - $235K
|
38
$879
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.37K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.57K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.69K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.07M
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
9.53KNew |
$212K - $219K
|
9.53K
$221K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
353New |
$7.85K - $8.1K
|
353
$8.16K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.28KNew |
$50.7K - $52.3K
|
2.28K
$52.7K
|
|
Q1 2024 | |||||||
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$110K - $113K
|
30.7K
$710K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$5.42K - $5.57K
|
239
$5.53K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.69K+ 2.69% |
$106K - $109K
|
179K
$4.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$203K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228K- 99.34% |
$5.16M - $5.3M
|
1.51K
$35K
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$234K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.18K- 45.48% |
$185K - $191K
|
9.81K
$227K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.47K- 91.5% |
$78.6K - $80.7K
|
322
$7.45K
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18+ 0.15% |
$408 - $419
|
12.1K
$281K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$467K - $480K
|
20.6K
$477K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
66.5KNew |
$1.51M - $1.55M
|
66.5K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.6KNew |
$422K - $434K
|
18.6K
$431K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11K+ 50.76% |
$250K - $257K
|
32.8K
$759K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
14+ 0.14% |
$317 - $326
|
9.77K
$226K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
195New |
$4.42K - $4.54K
|
195
$4.51K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 15.94% |
$2.9K - $2.98K
|
931
$21.5K
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.54KNew |
$103K - $106K
|
4.54K
$105K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.9K- 44.49% |
$292K - $300K
|
16.1K
$372K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.01KNew |
$42.4K - $46.9K
|
2.01K
$46.4K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$287K - $317K
|
13.6K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$216K - $239K
|
10.2K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
401New |
$8.47K - $9.38K
|
401
$9.28K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.17KNew |
$130K - $144K
|
6.17K
$143K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$297K - $328K
|
14K
$325K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3KNew |
$63.3K - $70.1K
|
3K
$69.4K
|