Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-405- 0.29% |
$9.17K - $9.64K
|
137K
$3.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-520- 2.23% |
$11.8K - $12.4K
|
22.8K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-709- 13.03% |
$16.1K - $16.9K
|
4.73K
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-750- 6.09% |
$17K - $17.9K
|
11.6K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-886- 0.67% |
$20.1K - $21.1K
|
130K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.52K- 13.14% |
$34.4K - $36.2K
|
10K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.54K- 4.73% |
$34.8K - $36.5K
|
30.9K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.57K- 4.12% |
$35.5K - $37.3K
|
36.5K
$836K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.26K- 11.61% |
$51.2K - $53.8K
|
17.2K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.48% |
$62.1K - $65.2K
|
33.9K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 4.14% |
$65.2K - $68.5K
|
66.6K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3K- 19.63% |
$68K - $71.4K
|
12.3K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 14.61% |
$70.4K - $74K
|
18.2K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.84K- 25.12% |
$87K - $91.4K
|
11.4K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.3K- 7.7% |
$97.5K - $102K
|
51.6K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.84K- 10.49% |
$110K - $115K
|
41.3K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.5K- 8.55% |
$125K - $131K
|
58.8K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.46K- 38.13% |
$169K - $178K
|
12.1K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.68K- 26.58% |
$174K - $183K
|
21.2K
$486K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.03K- 96.79% |
$205K - $215K
|
299
$6.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.75K- 8.76% |
$221K - $232K
|
101K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12K- 43.55% |
$273K - $287K
|
15.6K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15K- 23.64% |
$339K - $356K
|
48.4K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.1K- 28.27% |
$343K - $360K
|
38.4K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.4K- 47.97% |
$371K - $390K
|
17.8K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-18.2K- 18.48% |
$412K - $433K
|
80.3K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-20K- 59.92% |
$453K - $476K
|
13.4K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.7K- 9.84% |
$515K - $541K
|
208K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 9.47% |
$679K - $713K
|
286K
$6.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45.7K- 8.06% |
$1.04M - $1.09M
|
521K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-177K- 24.25% |
$4.02M - $4.22M
|
554K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-297K- 18.36% |
$6.72M - $7.06M
|
1.32M
$30.2M
|