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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$393K - $437K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-92.9KClosed |
$2.11M - $2.34M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-927Closed |
$21K - $23.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-10.8KClosed |
$244K - $271K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-51KClosed |
$1.16M - $1.29M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
414New |
$9.39K - $10.4K
|
414
$9.39K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
2.42KNew |
$54.9K - $61K
|
2.42K
$54.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20.4K - $22.7K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11.4KClosed |
$258K - $286K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-302- 2.45% |
$6.85K - $7.61K
|
12K
$272K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.06KClosed |
$50.9K - $55.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-13KClosed |
$322K - $352K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.9KClosed |
$739K - $809K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 50.0% |
$1.85K - $2.03K
|
75
$1.7K
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-242KClosed |
$5.98M - $6.55M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-11.2KClosed |
$276K - $302K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-230KClosed |
$5.68M - $6.22M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-15.3KClosed |
$378K - $414K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-321Closed |
$8.71K - $8.93K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.51KClosed |
$122K - $125K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.8KClosed |
$75.9K - $77.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11KClosed |
$300K - $307K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-846Closed |
$23K - $23.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.15K- 12.43% |
$85.5K - $87.7K
|
22.2K
$503K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9.06KClosed |
$246K - $252K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.4KNew |
$310K - $318K
|
11.4K
$259K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
174KNew |
$4.77M - $4.88M
|
174K
$3.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$550K - $562K
|
20K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.6KClosed |
$98.9K - $101K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8.19KClosed |
$225K - $230K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-558Closed |
$15.3K - $15.7K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$307K - $314K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.52KClosed |
$262K - $267K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-334Closed |
$9K - $9.26K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3KClosed |
$35.1K - $36.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-4.58KClosed |
$123K - $127K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-34.1KClosed |
$918K - $945K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84KClosed |
$76.5K - $78.7K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.9KClosed |
$294K - $303K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-220Closed |
$5.93K - $6.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-103KClosed |
$2.78M - $2.86M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.38KClosed |
$226K - $232K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.63KClosed |
$206K - $212K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-800Closed |
$21.6K - $22.2K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-84Closed |
$2.26K - $2.33K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-770Closed |
$20.5K - $21.7K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-770Closed |
$20.5K - $21.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$6.59K - $6.98K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-97.5KClosed |
$2.6M - $2.75M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.3KClosed |
$381K - $403K
|
0
$0
|
|