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 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14KNew |
$25.3K - $26.1K
|
1.14K
$25.9K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.09K+ 9.21% |
$24.3K - $25.1K
|
13K
$294K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.09K+ 17.82% |
$24.3K - $25K
|
7.21K
$164K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 4.28% |
$22.9K - $23.6K
|
25K
$569K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
979+ 9.4% |
$21.8K - $22.5K
|
11.4K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
979+ 3.05% |
$21.8K - $22.5K
|
33.1K
$752K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
914+ 6.14% |
$20.3K - $21K
|
15.8K
$359K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
896+ 2.53% |
$19.9K - $20.6K
|
36.4K
$826K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
860+ 1.65% |
$19.1K - $19.7K
|
53K
$1.2M
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
822+ 6.96% |
$18.3K - $18.9K
|
12.6K
$287K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
671+ 6.26% |
$14.9K - $15.4K
|
11.4K
$259K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
648+ 0.81% |
$14.4K - $14.9K
|
81.1K
$1.84M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
611+ 7.45% |
$13.6K - $14K
|
8.81K
$200K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
611+ 1.65% |
$13.6K - $14K
|
37.7K
$856K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
573+ 0.79% |
$12.7K - $13.1K
|
72.7K
$1.65M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
558+ 3.32% |
$12.4K - $12.8K
|
17.4K
$395K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
556+ 4.25% |
$12.4K - $12.8K
|
13.6K
$310K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
523+ 3.03% |
$11.6K - $12K
|
17.8K
$404K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
476New |
$10.6K - $10.9K
|
476
$10.8K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
450+ 4.74% |
$10K - $10.3K
|
9.94K
$226K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439+ 4.12% |
$9.77K - $10.1K
|
11.1K
$252K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
439+ 1.94% |
$9.77K - $10.1K
|
23.1K
$525K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
428New |
$9.52K - $9.82K
|
428
$9.72K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
362+ 2.98% |
$8.05K - $8.3K
|
12.5K
$284K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
353New |
$7.85K - $8.1K
|
353
$8.02K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
339+ 2.43% |
$7.54K - $7.78K
|
14.3K
$324K
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
307+ 0.73% |
$6.83K - $7.04K
|
42.4K
$964K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
285+ 1.57% |
$6.34K - $6.54K
|
18.4K
$418K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
258+ 2.13% |
$5.74K - $5.92K
|
12.4K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
251+ 1.53% |
$5.58K - $5.76K
|
16.6K
$378K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
248New |
$5.52K - $5.69K
|
248
$5.63K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
246+ 0.63% |
$5.47K - $5.64K
|
39.5K
$898K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
245New |
$5.45K - $5.62K
|
245
$5.57K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
241New |
$5.36K - $5.53K
|
241
$5.48K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
213+ 0.38% |
$4.74K - $4.89K
|
56.9K
$1.29M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
213+ 1.19% |
$4.74K - $4.89K
|
18.1K
$412K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$4.21K - $4.34K
|
189
$4.29K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
180+ 0.72% |
$4.01K - $4.13K
|
25.1K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$3.4K - $3.51K
|
153
$3.48K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
125+ 1.07% |
$2.78K - $2.87K
|
11.8K
$269K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
119+ 0.36% |
$2.65K - $2.73K
|
33K
$750K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
93+ 0.85% |
$2.07K - $2.13K
|
11K
$250K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
88New |
$1.96K - $2.02K
|
88
$2K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
87+ 0.46% |
$1.94K - $2K
|
18.9K
$429K
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.64% |
$1.76K - $1.81K
|
12.4K
$281K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
73New |
$1.62K - $1.67K
|
73
$1.66K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
66+ 0.57% |
$1.47K - $1.51K
|
11.7K
$266K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
59+ 8.97% |
$1.31K - $1.35K
|
717
$16.3K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 6.91% |
$1.02K - $1.06K
|
712
$16.2K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 113.33% |
$757 - $780
|
64
$1.45K
|