Latest Institutional Purchases of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.25K+ 2.52% |
$118K - $126K
|
214K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.16K+ 3.18% |
$116K - $123K
|
167K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.08K+ 11.99% |
$114K - $122K
|
47.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.86K+ 12.3% |
$109K - $116K
|
44.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.2K+ 27.45% |
$94.6K - $101K
|
19.5K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.99K+ 16.04% |
$89.9K - $95.5K
|
28.9K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.7K+ 1.73% |
$83.3K - $88.6K
|
217K
$4.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.56K+ 15.79% |
$80.1K - $85.1K
|
26.1K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 21.6% |
$77.8K - $82.7K
|
19.5K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.42K+ 9.29% |
$77.1K - $81.9K
|
40.3K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 7.12% |
$72.1K - $76.6K
|
48.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 14.68% |
$71.2K - $75.6K
|
24.7K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.16K+ 5.68% |
$71.1K - $75.6K
|
58.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.08K+ 1.11% |
$69.3K - $73.6K
|
281K
$6.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 9.28% |
$68.4K - $72.7K
|
35.8K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 25.02% |
$62.6K - $66.5K
|
13.9K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.76K+ 3.63% |
$62.1K - $66K
|
78.8K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.6K+ 2.71% |
$58.5K - $62.2K
|
98.5K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.48K+ 3.41% |
$55.8K - $59.2K
|
75.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45K+ 0.75% |
$55.2K - $58.7K
|
330K
$7.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.44K+ 24.05% |
$54.9K - $58.3K
|
12.6K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.32K+ 17.4% |
$52.2K - $55.4K
|
15.6K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.31K+ 3.27% |
$52K - $55.2K
|
72.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.15K+ 5.9% |
$48.3K - $51.3K
|
38.5K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 0.92% |
$47.3K - $50.3K
|
231K
$5.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 59.58% |
$45.7K - $48.6K
|
5.44K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.04% |
$45.4K - $48.3K
|
68.5K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 1.36% |
$44.6K - $47.4K
|
148K
$3.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.91K+ 16.15% |
$43.1K - $45.8K
|
13.8K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.8K+ 8.39% |
$40.6K - $43.2K
|
23.3K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 1.11% |
$40.1K - $42.6K
|
163K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 4.15% |
$38.8K - $41.3K
|
43.3K
$994K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 6.81% |
$37.2K - $39.5K
|
25.9K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 12.53% |
$34.8K - $37K
|
13.9K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.51K+ 8.48% |
$33.9K - $36K
|
19.3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$31.4K - $33.4K
|
1.4K
$32K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 13.19% |
$30.5K - $32.4K
|
11.6K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.34K+ 12.21% |
$30.2K - $32.1K
|
12.3K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 7.06% |
$29.1K - $30.9K
|
19.6K
$450K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 9.9% |
$27.5K - $29.3K
|
13.6K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 7.15% |
$26.8K - $28.4K
|
17.8K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
939+ 2.08% |
$21.1K - $22.5K
|
46.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
907+ 12.58% |
$20.4K - $21.7K
|
8.12K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
840+ 3.25% |
$18.9K - $20.1K
|
26.7K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
804+ 1.58% |
$18.1K - $19.2K
|
51.5K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
746+ 6.36% |
$16.8K - $17.8K
|
12.5K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
699+ 1.19% |
$15.7K - $16.7K
|
59.6K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
675+ 4.54% |
$15.2K - $16.1K
|
15.5K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
652+ 0.59% |
$14.7K - $15.6K
|
111K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
640+ 4.26% |
$14.4K - $15.3K
|
15.7K
$360K
|