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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.28KNew |
$50.7K - $52.3K
|
2.28K
$52.3K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.29KNew |
$28.7K - $29.6K
|
1.29K
$29.6K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14KNew |
$25.3K - $26.1K
|
1.14K
$26.1K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
979+ 9.4% |
$21.8K - $22.5K
|
11.4K
$262K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
476New |
$10.6K - $10.9K
|
476
$10.9K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428New |
$9.52K - $9.82K
|
428
$9.83K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
353New |
$7.85K - $8.1K
|
353
$8.11K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
248New |
$5.52K - $5.69K
|
248
$5.7K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
245New |
$5.45K - $5.62K
|
245
$5.63K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.54K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.34K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$3.4K - $3.51K
|
153
$3.51K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
88New |
$1.96K - $2.02K
|
88
$2.02K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.68K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 6.91% |
$1.02K - $1.06K
|
712
$16.4K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 113.33% |
$757 - $780
|
64
$1.47K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
66.5KNew |
$1.51M - $1.55M
|
66.5K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.2K+ 127.52% |
$1.27M - $1.31M
|
100K
$2.3M
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$467K - $480K
|
20.6K
$473K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.6KNew |
$422K - $434K
|
18.6K
$428K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11K+ 50.76% |
$250K - $257K
|
32.8K
$754K
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$233K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$202K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.69K+ 2.69% |
$106K - $109K
|
179K
$4.12M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.54KNew |
$103K - $106K
|
4.54K
$104K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.2K+ 11.3% |
$27.2K - $27.9K
|
11.8K
$271K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
358+ 83.06% |
$8.11K - $8.34K
|
789
$18.1K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$5.42K - $5.57K
|
239
$5.49K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
195New |
$4.42K - $4.54K
|
195
$4.48K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 15.94% |
$2.9K - $2.98K
|
931
$21.4K
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18+ 0.15% |
$408 - $419
|
12.1K
$279K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
14+ 0.14% |
$317 - $326
|
9.77K
$224K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
92.7KNew |
$1.96M - $2.17M
|
92.7K
$2.13M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$297K - $328K
|
14K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$287K - $317K
|
13.6K
$312K
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
11.6K+ 129.83% |
$245K - $271K
|
20.5K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$216K - $239K
|
10.2K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.82KNew |
$207K - $230K
|
9.82K
$226K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.08K+ 37.49% |
$149K - $165K
|
25.9K
$596K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.17KNew |
$130K - $144K
|
6.17K
$142K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.32KNew |
$91.1K - $101K
|
4.32K
$99.2K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3KNew |
$63.3K - $70.1K
|
3K
$68.9K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.01KNew |
$42.4K - $46.9K
|
2.01K
$46.1K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 1605.83% |
$34.9K - $38.7K
|
1.76K
$40.4K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
434New |
$9.16K - $10.1K
|
434
$9.97K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
411+ 3.73% |
$8.68K - $9.61K
|
11.4K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
401New |
$8.47K - $9.38K
|
401
$9.21K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
366+ 1.79% |
$7.73K - $8.56K
|
20.9K
$479K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$3.06K - $3.39K
|
145
$3.33K
|