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 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
93+ 0.73% |
$2.02K - $2.12K
|
12.8K
$292K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.16K- 1.18% |
$93.3K - $96.5K
|
348K
$7.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$5.04K - $5.22K
|
225
$5.12K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10New |
$224 - $232
|
10
$228
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9K- 98.9% |
$202K - $209K
|
100
$2.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 56.74% |
$7.73K - $8K
|
263
$5.99K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.2KNew |
$228K - $235K
|
10.2K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
43.1KNew |
$966K - $999K
|
43.1K
$981K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
381New |
$8.54K - $8.83K
|
381
$8.67K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-620- 8.59% |
$13.8K - $14.5K
|
6.6K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 27.0% |
$24.2K - $25.5K
|
2.94K
$66.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8.96KNew |
$199K - $210K
|
8.96K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
58New |
$1.29K - $1.36K
|
58
$1.32K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
385New |
$8.55K - $9.02K
|
385
$8.76K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.7KNew |
$770K - $812K
|
34.7K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.98KNew |
$199K - $210K
|
8.98K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
204New |
$4.53K - $4.78K
|
204
$4.64K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
165+ 15.99% |
$3.67K - $3.87K
|
1.2K
$27.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
840New |
$18.7K - $19.7K
|
840
$19.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-86- 0.67% |
$1.91K - $2.02K
|
12.8K
$291K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-291- 2.9% |
$6.47K - $6.82K
|
9.76K
$222K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-98- 0.54% |
$2.07K - $2.26K
|
18K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
106New |
$2.24K - $2.44K
|
106
$2.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
913New |
$19.3K - $21.1K
|
913
$20.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.58K+ 100.0% |
$75.6K - $82.5K
|
7.15K
$163K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
10.8KNew |
$229K - $250K
|
10.8K
$247K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.54K+ 1814.87% |
$74.8K - $81.6K
|
3.73K
$85K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
914New |
$19.3K - $21.1K
|
914
$20.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
35New |
$740 - $807
|
35
$797
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-41- 0.32% |
$867 - $945
|
12.6K
$287K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
110+ 1.12% |
$2.33K - $2.54K
|
9.9K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
797New |
$16.9K - $18.4K
|
797
$18.1K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-32.4KClosed |
$702K - $776K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.33K - $4.78K
|
200
$4.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4.11KNew |
$89K - $98.4K
|
4.11K
$93.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.83K- 25.98% |
$213K - $235K
|
28K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-130- 0.85% |
$2.81K - $3.11K
|
15.2K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$21.6 - $23.9
|
211
$4.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11.7K- 95.45% |
$254K - $281K
|
560
$12.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.96KNew |
$107K - $119K
|
4.96K
$113K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$22.9K - $25.4K
|
1.06K
$24.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8+ 0.95% |
$173 - $191
|
850
$19.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
366New |
$7.92K - $8.75K
|
366
$8.33K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$23.8K - $26.3K
|
1.1K
$25K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-463- 7.12% |
$10K - $11.1K
|
6.04K
$137K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.1KNew |
$239K - $264K
|
11.1K
$252K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.74KNew |
$37.7K - $41.6K
|
1.74K
$39.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.8KNew |
$385K - $425K
|
17.8K
$405K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8KClosed |
$181K - $201K
|
0
$0
|
|