Purchases and Sales Made in Q4 2024 in Ishares Tr Esg Aware Usd Corpo (SUSC)

SUSC Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q4 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
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.19K
+ 2.8%
$27K - $28.3K
43.7K $1M
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
1.13K
+ 4.83%
$25.7K - $27K
24.6K $564K
Jan 24, 2025 Q4 2024
Tempus Wealth Planning, LLC

BUY
 -
1.02K
+ 7.87%
$23.1K - $24.3K
14K $320K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
1.02K
+ 6.05%
$23.1K - $24.2K
17.8K $409K
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
1.01K
+ 6.42%
$22.8K - $23.9K
16.7K $382K
Jan 16, 2025 Q4 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
984
+ 6.84%
$22.3K - $23.4K
15.4K $352K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
970
+ 11.34%
$22K - $23.1K
9.52K $218K
Jan 27, 2025 Q4 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
785
+ 1.63%
$17.8K - $18.7K
49K $1.12M
Feb 03, 2025 Q4 2024
Boston Financial Mangement LLC

Boston, MA
BUY
 -
779
+ 6.66%
$17.6K - $18.5K
12.5K $286K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
740
New
$16.8K - $17.6K
740 $17K
Jan 24, 2025 Q4 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
675
+ 2.6%
$15.3K - $16.1K
26.6K $610K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
625
+ 6.83%
$14.2K - $14.9K
9.78K $224K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
521
+ 3.75%
$11.8K - $12.4K
14.4K $330K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
499
+ 36.83%
$11.3K - $11.9K
1.85K $42.5K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
464
+ 1.35%
$10.5K - $11K
34.8K $796K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
413
+ 168.57%
$9.35K - $9.83K
658 $15.1K
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
391
New
$8.86K - $9.31K
391 $8.96K
Jan 30, 2025 Q4 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
379
+ 4.25%
$8.58K - $9.02K
9.29K $213K
Jan 17, 2025 Q4 2024
Erts Wealth Advisors, LLC

BUY
 -
280
+ 2.06%
$6.34K - $6.66K
13.9K $317K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
234
+ 2.77%
$5.3K - $5.57K
8.69K $199K
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
169
+ 1.06%
$3.83K - $4.02K
16K $368K
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

BUY
 -
159
+ 0.11%
$3.6K - $3.78K
142K $3.26M
Jan 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
131
+ 1.38%
$2.97K - $3.12K
9.62K $220K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
127
+ 5.39%
$2.88K - $3.02K
2.49K $56.9K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
123
+ 28.81%
$2.79K - $2.93K
550 $12.6K
Jan 23, 2025 Q4 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
120
+ 1.31%
$2.72K - $2.86K
9.29K $213K
Jan 24, 2025 Q4 2024
Ma Private Wealth

BUY
 -
100
+ 0.33%
$2.27K - $2.38K
30.7K $703K
Jan 27, 2025 Q4 2024
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
96
+ 0.77%
$2.17K - $2.28K
12.6K $288K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
81
+ 0.66%
$1.83K - $1.93K
12.4K $284K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
53
+ 6.72%
$1.2K - $1.26K
842 $19.3K
Jan 29, 2025 Q4 2024
Beacon Financial Group

BUY
 -
42
+ 0.19%
$951 - $1K
22.1K $507K
Jan 21, 2025 Q4 2024
Peak Financial Management, Inc.

BUY
 -
40
+ 0.22%
$906 - $952
17.9K $409K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
39
+ 0.1%
$883 - $928
38K $870K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
30
New
$680 - $714
30 $687
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
25
+ 0.14%
$566 - $595
18.2K $416K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
17
+ 0.52%
$385 - $405
3.26K $74.7K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
10
New
$227 - $238
10 $229
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
9
+ 1.36%
$204 - $214
670 $15.3K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-13
- 0.18%
$294 - $309
7.29K $167K
Feb 04, 2025 Q4 2024
Eq LLC

Mercer Island, WA
SELL
 -
-13
- 0.09%
$294 - $309
13.7K $314K
Jan 22, 2025 Q4 2024
Level Financial Advisors, Inc.

SELL
 -
-53
- 0.41%
$1.2K - $1.26K
13K $297K
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-129
- 18.12%
$2.92K - $3.07K
583 $13.4K
Jan 22, 2025 Q4 2024
Spectrum Planning & Advisory Services Inc.

SELL
 -
-170
- 0.99%
$3.85K - $4.05K
17K $389K
Jan 30, 2025 Q4 2024
Topel & Distasi Wealth Management, LLC

SELL
 -
-181
- 0.26%
$4.1K - $4.31K
68.3K $1.56M
Feb 06, 2025 Q4 2024
Centennial Bank/Ar/

Conway, AR
SELL
 -
-200
- 25.0%
$4.53K - $4.76K
600 $13.7K
Jan 17, 2025 Q4 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-236
- 1.52%
$5.35K - $5.62K
15.3K $350K
Jan 23, 2025 Q4 2024
Manning & Napier Advisors LLC

Fairport, NY
SELL
 -
-268
- 2.54%
$6.07K - $6.38K
10.3K $236K
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

SELL
 -
-304
- 1.94%
$6.89K - $7.24K
15.3K $352K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-399
- 4.27%
$9.04K - $9.5K
8.94K $205K

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