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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 14.61% |
$70.4K - $74K
|
18.2K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.84K- 25.12% |
$87K - $91.4K
|
11.4K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.89K- 10.47% |
$88K - $92.5K
|
33.2K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.1K- 9.47% |
$92.8K - $97.5K
|
39.2K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.3K- 7.7% |
$97.5K - $102K
|
51.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-4.31K- 21.79% |
$97.7K - $103K
|
15.5K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.38K- 10.88% |
$99.3K - $104K
|
35.9K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.67K- 3.71% |
$106K - $111K
|
121K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.84K- 10.49% |
$110K - $115K
|
41.3K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.48K- 18.95% |
$124K - $130K
|
23.4K
$538K
|
|
|
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
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.68K- 26.58% |
$174K - $183K
|
21.2K
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.03K- 96.79% |
$205K - $215K
|
299
$6.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 3.76% |
$212K - $223K
|
239K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.75K- 8.76% |
$221K - $232K
|
101K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9K- 7.09% |
$246K - $258K
|
142K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 10.09% |
$265K - $279K
|
104K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12K- 43.55% |
$273K - $287K
|
15.6K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8K- 60.81% |
$336K - $353K
|
9.57K
$220K
|
|
|
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
$883K
|
|
|
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
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-18.2K- 18.48% |
$412K - $433K
|
80.3K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-20K- 59.92% |
$453K - $476K
|
13.4K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.7K- 9.84% |
$515K - $541K
|
208K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 4.0% |
$560K - $589K
|
594K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.5K- 8.03% |
$600K - $630K
|
304K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 9.47% |
$679K - $713K
|
286K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.8K- 53.15% |
$743K - $781K
|
28.9K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35.1K- 92.88% |
$795K - $835K
|
2.69K
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-44.5K- 9.9% |
$1.01M - $1.06M
|
405K
$9.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45.7K- 8.06% |
$1.04M - $1.09M
|
521K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-56.9K- 13.99% |
$1.29M - $1.36M
|
350K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 3.67% |
$1.46M - $1.53M
|
1.69M
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-145K- 5.41% |
$3.28M - $3.45M
|
2.53M
$58.2M
|
|
|
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
$30.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-496K- 6.21% |
$11.2M - $11.8M
|
7.48M
$172M
|