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 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$3.06K - $3.39K
|
145
$3.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 16.82% |
$1.9K - $2.1K
|
625
$14.2K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23+ 0.08% |
$486 - $538
|
29.4K
$668K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$42.2 - $46.8
|
2
$45.4
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.17% |
$21.1 - $23.4
|
594
$13.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.3KNew |
$225K - $236K
|
10.3K
$235K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.28K+ 41.83% |
$136K - $143K
|
21.3K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.23KNew |
$70.2K - $73.8K
|
3.23K
$73.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$41.6K - $43.7K
|
1.92K
$43.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
93+ 0.73% |
$2.02K - $2.12K
|
12.8K
$292K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.2KNew |
$228K - $235K
|
10.2K
$231K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
381New |
$8.54K - $8.83K
|
381
$8.65K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$5.04K - $5.22K
|
225
$5.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10New |
$224 - $232
|
10
$227
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.7KNew |
$770K - $812K
|
34.7K
$787K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.98KNew |
$199K - $210K
|
8.98K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8.96KNew |
$199K - $210K
|
8.96K
$204K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
840New |
$18.7K - $19.7K
|
840
$19.1K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
385New |
$8.55K - $9.02K
|
385
$8.74K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
204New |
$4.53K - $4.78K
|
204
$4.63K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
165+ 15.99% |
$3.67K - $3.87K
|
1.2K
$27.2K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
58New |
$1.29K - $1.36K
|
58
$1.32K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
10.8KNew |
$229K - $250K
|
10.8K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.58K+ 100.0% |
$75.6K - $82.5K
|
7.15K
$162K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.54K+ 1814.87% |
$74.8K - $81.6K
|
3.73K
$84.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
914New |
$19.3K - $21.1K
|
914
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
913New |
$19.3K - $21.1K
|
913
$20.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
797New |
$16.9K - $18.4K
|
797
$18.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
110+ 1.12% |
$2.33K - $2.54K
|
9.9K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
106New |
$2.24K - $2.44K
|
106
$2.41K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
35New |
$740 - $807
|
35
$795
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.8KNew |
$385K - $425K
|
17.8K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.1KNew |
$239K - $264K
|
11.1K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.96KNew |
$107K - $119K
|
4.96K
$113K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4.11KNew |
$89K - $98.4K
|
4.11K
$93.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.74KNew |
$37.7K - $41.6K
|
1.74K
$39.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$23.8K - $26.3K
|
1.1K
$25K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$22.9K - $25.4K
|
1.06K
$24.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
366New |
$7.92K - $8.75K
|
366
$8.31K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.33K - $4.78K
|
200
$4.54K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8+ 0.95% |
$173 - $191
|
850
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$21.6 - $23.9
|
211
$4.79K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
2.42KNew |
$54.9K - $61K
|
2.42K
$55K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
414New |
$9.39K - $10.4K
|
414
$9.4K
|
|
| Q4 2021 | |||||||
|
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
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
27KNew |
$745K - $766K
|
27K
$613K
|
|