Purchases and Sales Made in Q2 2024 in Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR ESG AWARE USD CORPO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.91KNew |
$198K - $204K
|
8.91K
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.67K+ 14.24% |
$193K - $199K
|
69.6K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.27K+ 2.02% |
$184K - $190K
|
417K
$9.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.76K+ 7.04% |
$173K - $178K
|
118K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.91K+ 7.47% |
$154K - $159K
|
99.4K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.6K+ 4.15% |
$147K - $151K
|
165K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.59KNew |
$147K - $151K
|
6.59K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.44K+ 41.09% |
$143K - $148K
|
22.1K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.31K+ 4.46% |
$140K - $145K
|
148K
$3.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.81K+ 9.52% |
$129K - $133K
|
66.8K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.75K+ 61.32% |
$128K - $132K
|
15.1K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5.73K+ 12.43% |
$128K - $132K
|
51.9K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.57K+ 6.16% |
$124K - $128K
|
95.9K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.52K+ 5.26% |
$123K - $127K
|
111K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.4K+ 17.18% |
$120K - $124K
|
36.8K
$837K
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$808K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$808K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
4.86K+ 15.83% |
$108K - $111K
|
35.6K
$808K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.64K+ 44.75% |
$103K - $107K
|
15K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.58K+ 1.42% |
$102K - $105K
|
328K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 15.66% |
$83.3K - $85.9K
|
27.7K
$629K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.52K+ 11.5% |
$78.4K - $80.8K
|
34.2K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.33K+ 10.03% |
$74K - $76.3K
|
36.5K
$829K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.99K+ 15.49% |
$66.4K - $68.5K
|
22.3K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.88K+ 6.83% |
$64K - $66K
|
45K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 12.47% |
$63.3K - $65.2K
|
25.6K
$583K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.84K+ 8.76% |
$63.2K - $65.1K
|
35.2K
$801K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.58K+ 4.58% |
$57.4K - $59.1K
|
58.9K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.4K+ 10.0% |
$53.4K - $55.1K
|
26.4K
$600K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.36KNew |
$52.5K - $54.1K
|
2.36K
$53.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.29K+ 11.9% |
$50.9K - $52.5K
|
21.5K
$489K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.28KNew |
$50.7K - $52.3K
|
2.28K
$51.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
2.23K+ 8.97% |
$49.6K - $51.1K
|
27.1K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.21K+ 16.85% |
$49.2K - $50.7K
|
15.3K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19K+ 6.01% |
$48.7K - $50.2K
|
38.6K
$876K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.12K+ 9.57% |
$47.2K - $48.7K
|
24.3K
$552K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.03K+ 24.93% |
$45.2K - $46.6K
|
10.2K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 653.42% |
$42.5K - $43.8K
|
2.2K
$50K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 5.21% |
$41.2K - $42.5K
|
37.4K
$850K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 7.74% |
$40.1K - $41.4K
|
25.1K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.74K+ 8.38% |
$38.8K - $40K
|
22.5K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 19.02% |
$36.4K - $37.6K
|
10.2K
$233K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.59K+ 3.57% |
$35.3K - $36.4K
|
46.1K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 5.44% |
$32.8K - $33.8K
|
28.6K
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.46KNew |
$32.5K - $33.5K
|
1.46K
$33.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 2.63% |
$28.9K - $29.8K
|
50.7K
$1.15M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.29KNew |
$28.7K - $29.6K
|
1.29K
$29.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.83% |
$28.4K - $29.3K
|
46.3K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.18K+ 57.82% |
$26.3K - $27.1K
|
3.23K
$73.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 50.31% |
$25.4K - $26.2K
|
3.41K
$77.5K
|