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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
120+ 1.31% |
$2.72K - $2.86K
|
9.29K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
100+ 0.33% |
$2.27K - $2.38K
|
30.7K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 6.72% |
$1.2K - $1.26K
|
842
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
30New |
$680 - $714
|
30
$694
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$227 - $238
|
10
$231
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.1KNew |
$746K - $793K
|
33.1K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
27.3K+ 20.56% |
$616K - $654K
|
160K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.67K+ 33.83% |
$195K - $207K
|
34.3K
$794K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.48KNew |
$191K - $203K
|
8.48K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.07K+ 7.98% |
$137K - $145K
|
82.2K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.16K+ 3.18% |
$116K - $123K
|
167K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 13.19% |
$30.5K - $32.4K
|
11.6K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
630+ 123.05% |
$14.2K - $15.1K
|
1.14K
$26.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
502New |
$11.3K - $12K
|
502
$11.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
382New |
$8.6K - $9.14K
|
382
$8.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 23.56% |
$7.74K - $8.23K
|
1.8K
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
207+ 0.97% |
$4.66K - $4.95K
|
21.5K
$497K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147New |
$3.31K - $3.52K
|
147
$3.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.25K - $2.39K
|
100
$2.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 12.55% |
$2.03K - $2.15K
|
807
$18.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.07% |
$653 - $694
|
2.75K
$63.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$203 - $215
|
9
$208
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
9.53KNew |
$212K - $219K
|
9.53K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.27KNew |
$206K - $213K
|
9.27K
$214K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$822K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.28KNew |
$50.7K - $52.3K
|
2.28K
$52.7K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.29KNew |
$28.7K - $29.6K
|
1.29K
$29.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14KNew |
$25.3K - $26.1K
|
1.14K
$26.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
476New |
$10.6K - $10.9K
|
476
$11K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428New |
$9.52K - $9.82K
|
428
$9.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
353New |
$7.85K - $8.1K
|
353
$8.16K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.57K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$3.4K - $3.51K
|
153
$3.54K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.69K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2+ 0.02% |
$44.5 - $45.9
|
9.94K
$230K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
66.5KNew |
$1.51M - $1.55M
|
66.5K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$467K - $480K
|
20.6K
$477K
|
|
|
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
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.69K+ 2.69% |
$106K - $109K
|
179K
$4.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.54KNew |
$103K - $106K
|
4.54K
$105K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$5.42K - $5.57K
|
239
$5.53K
|
|
|
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
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18+ 0.15% |
$408 - $419
|
12.1K
$281K
|
|