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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33+ 27.73% |
$734 - $757
|
152
$3.45K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 1.08% |
$645 - $665
|
2.72K
$61.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.03% |
$378 - $390
|
54.3K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 1.11% |
$245 - $252
|
1.01K
$22.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$245 - $252
|
42K
$954K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.05% |
$200 - $206
|
18K
$408K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.08% |
$156 - $161
|
654
$14.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 0.46% |
$111 - $115
|
1.08K
$24.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.08% |
$89 - $91.8
|
375
$8.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$44.5 - $45.9
|
15.7K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.11% |
$156 - $161
|
6.51K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19- 0.25% |
$423 - $436
|
7.58K
$172K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-42- 1.19% |
$935 - $963
|
3.49K
$79.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-88- 0.71% |
$1.96K - $2.02K
|
12.3K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-97- 0.15% |
$2.16K - $2.23K
|
66.4K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-116- 1.11% |
$2.58K - $2.66K
|
10.3K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-116- 2.7% |
$2.58K - $2.66K
|
4.18K
$94.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-119- 0.84% |
$2.65K - $2.73K
|
14.1K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-123- 0.81% |
$2.74K - $2.82K
|
15.1K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-128- 1.41% |
$2.85K - $2.94K
|
8.95K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-170- 0.12% |
$3.78K - $3.9K
|
138K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-244- 0.93% |
$5.43K - $5.6K
|
25.9K
$588K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-262- 1.82% |
$5.83K - $6.01K
|
14.1K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-304- 2.52% |
$6.76K - $6.97K
|
11.8K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-354- 80.45% |
$7.88K - $8.12K
|
86
$1.95K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-384- 1.42% |
$8.54K - $8.81K
|
26.6K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-437- 2.01% |
$9.72K - $10K
|
21.3K
$484K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-474- 1.24% |
$10.5K - $10.9K
|
37.7K
$856K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-575- 4.52% |
$12.8K - $13.2K
|
12.2K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-575- 4.14% |
$12.8K - $13.2K
|
13.3K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-695- 41.44% |
$15.5K - $15.9K
|
982
$22.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-748- 6.87% |
$16.6K - $17.2K
|
10.1K
$230K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-808- 5.83% |
$18K - $18.5K
|
13.1K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-835- 4.96% |
$18.6K - $19.2K
|
16K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-837- 3.16% |
$18.6K - $19.2K
|
25.6K
$582K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 55.56% |
$22.3K - $22.9K
|
800
$18.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.05K- 1.36% |
$23.4K - $24.1K
|
76.1K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.22K- 6.41% |
$27.1K - $27.9K
|
17.8K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$14.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.47K- 2.58% |
$32.8K - $33.8K
|
55.7K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 4.71% |
$33.2K - $34.2K
|
30.2K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.58K- 1.61% |
$35.1K - $36.2K
|
96.6K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.81% |
$36.7K - $37.8K
|
41.6K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.65K- 3.82% |
$36.7K - $37.8K
|
41.6K
$944K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.68K- 12.64% |
$37.4K - $38.5K
|
11.6K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.76K- 12.23% |
$39.2K - $40.4K
|
12.6K
$287K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.21K- 1.61% |
$49.1K - $50.7K
|
135K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.54K- 18.59% |
$56.5K - $58.2K
|
11.1K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.19K- 1.38% |
$71.1K - $73.3K
|
229K
$5.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.28K- 0.55% |
$73K - $75.2K
|
593K
$13.5M
|