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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15K- 23.64% |
$339K - $356K
|
48.4K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.1K- 28.27% |
$343K - $360K
|
38.4K
$877K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-15.4K- 73.64% |
$348K - $366K
|
5.5K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.4K- 47.97% |
$371K - $390K
|
17.8K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$587K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-18.2K- 18.48% |
$412K - $433K
|
80.3K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-20K- 59.92% |
$453K - $476K
|
13.4K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.7K- 9.84% |
$515K - $541K
|
208K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 9.47% |
$679K - $713K
|
286K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45.7K- 8.06% |
$1.04M - $1.09M
|
521K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-145K- 5.41% |
$3.28M - $3.45M
|
2.53M
$57.8M
|
|
|
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
$30.1M
|