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 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
640+ 4.26% |
$14.4K - $15.3K
|
15.7K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
634New |
$14.3K - $15.2K
|
634
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
630+ 123.05% |
$14.2K - $15.1K
|
1.14K
$25.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
569+ 1.07% |
$12.8K - $13.6K
|
53.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
521+ 2.9% |
$11.7K - $12.5K
|
18.5K
$420K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
502New |
$11.3K - $12K
|
502
$11.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
480+ 1.82% |
$10.8K - $11.5K
|
26.9K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458+ 121.81% |
$10.3K - $11K
|
834
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
406+ 1.23% |
$9.14K - $9.71K
|
33.5K
$762K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
382New |
$8.6K - $9.14K
|
382
$8.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
373+ 37.98% |
$8.4K - $8.92K
|
1.36K
$30.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
354+ 3.19% |
$7.97K - $8.47K
|
11.5K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
352+ 1.07% |
$7.92K - $8.42K
|
33.4K
$758K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 23.56% |
$7.74K - $8.23K
|
1.8K
$41K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320+ 7.66% |
$7.2K - $7.65K
|
4.5K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
291+ 0.96% |
$6.55K - $6.96K
|
30.6K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
277+ 0.74% |
$6.24K - $6.63K
|
37.9K
$862K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 180.92% |
$6.19K - $6.58K
|
427
$9.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
264+ 0.22% |
$5.94K - $6.31K
|
119K
$2.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
224+ 2.46% |
$5.04K - $5.36K
|
9.33K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
221+ 1.47% |
$4.97K - $5.29K
|
15.3K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
207+ 0.97% |
$4.66K - $4.95K
|
21.5K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
191+ 0.59% |
$4.3K - $4.57K
|
32.7K
$743K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
165+ 1.09% |
$3.71K - $3.95K
|
15.3K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
154+ 0.67% |
$3.47K - $3.68K
|
23.3K
$529K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147New |
$3.31K - $3.52K
|
147
$3.34K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
115+ 1.16% |
$2.59K - $2.75K
|
10.1K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
110+ 0.41% |
$2.48K - $2.63K
|
27.2K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.25K - $2.39K
|
100
$2.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 12.55% |
$2.03K - $2.15K
|
807
$18.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
81+ 0.7% |
$1.82K - $1.94K
|
11.7K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.72% |
$1.67K - $1.77K
|
10.4K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.47% |
$1.67K - $1.77K
|
15.9K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
66+ 0.19% |
$1.49K - $1.58K
|
34.3K
$779K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 0.4% |
$1.26K - $1.34K
|
14.1K
$321K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.07% |
$653 - $694
|
2.75K
$62.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.4% |
$293 - $311
|
3.24K
$73.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 0.11% |
$270 - $287
|
11.4K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.09% |
$248 - $263
|
1.02K
$23.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$203 - $215
|
9
$204
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.07% |
$158 - $167
|
661
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.14% |
$113 - $120
|
3.49K
$79.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$113 - $120
|
18.1K
$412K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.07% |
$90 - $95.7
|
379
$8.61K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11K+ 315.27% |
$244K - $252K
|
14.4K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
9.53KNew |
$212K - $219K
|
9.53K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.27KNew |
$206K - $213K
|
9.27K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.91KNew |
$198K - $204K
|
8.91K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.44K+ 41.09% |
$143K - $148K
|
22.1K
$502K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$808K
|
|