Latest Institutional Transactions on Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 8.53% |
$51.1K - $54.3K
|
24.3K
$553K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-338- 2.68% |
$7.61K - $8.08K
|
12.3K
$279K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
64.3KNew |
$1.45M - $1.54M
|
64.3K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.4K- 4.78% |
$460K - $489K
|
407K
$9.25M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 3.48% |
$23.4K - $24.9K
|
28.9K
$656K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-784- 3.12% |
$17.6K - $18.8K
|
24.3K
$553K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.56K+ 15.79% |
$80.1K - $85.1K
|
26.1K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.27K+ 3.56% |
$119K - $126K
|
153K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.9K- 31.06% |
$336K - $357K
|
33.1K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 28.52% |
$178K - $189K
|
35.6K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.41K+ 13.65% |
$167K - $177K
|
61.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.1KNew |
$746K - $793K
|
33.1K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
804+ 1.58% |
$18.1K - $19.2K
|
51.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-29- 7.73% |
$653 - $694
|
346
$7.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
21.5K+ 2.25% |
$483K - $514K
|
974K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.6K+ 7.82% |
$733K - $779K
|
449K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09K+ 13.6% |
$205K - $217K
|
75.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458+ 121.81% |
$10.3K - $11K
|
834
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.01K- 1.04% |
$22.6K - $24K
|
95.6K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.2K+ 27.45% |
$94.6K - $101K
|
19.5K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.02% |
$135 - $144
|
37.4K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.25K - $2.39K
|
100
$2.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.32K+ 17.4% |
$52.2K - $55.4K
|
15.6K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-200K- 10.22% |
$4.5M - $4.78M
|
1.76M
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 11.08% |
$2.59M - $2.75M
|
1.15M
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87.6K- 78.2% |
$1.97M - $2.09M
|
24.4K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.82KNew |
$154K - $163K
|
6.82K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 8.06% |
$100K - $106K
|
50.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5KNew |
$281K - $298K
|
12.5K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.9K+ 2.51% |
$178K - $189K
|
323K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$564K - $599K
|
25K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12K- 25.96% |
$270K - $286K
|
34.1K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4- 0.03% |
$90 - $95.7
|
12.6K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.99K+ 16.04% |
$89.9K - $95.5K
|
28.9K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
21.5KNew |
$484K - $514K
|
21.5K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45K+ 0.75% |
$55.2K - $58.7K
|
330K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.7K+ 7.7% |
$1.73M - $1.83M
|
1.07M
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
630+ 123.05% |
$14.2K - $15.1K
|
1.14K
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 10.4% |
$36.8K - $39.1K
|
14.1K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
514K+ 46.69% |
$11.6M - $12.3M
|
1.62M
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 21.6% |
$77.8K - $82.7K
|
19.5K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.4K+ 4.26% |
$369K - $393K
|
401K
$9.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
63.2KNew |
$1.42M - $1.51M
|
63.2K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
207+ 0.97% |
$4.66K - $4.95K
|
21.5K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
277+ 0.74% |
$6.24K - $6.63K
|
37.9K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 12.08% |
$359K - $382K
|
116K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.42K+ 9.29% |
$77.1K - $81.9K
|
40.3K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.07K+ 7.98% |
$137K - $145K
|
82.2K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-576- 1.53% |
$13K - $13.8K
|
37.1K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 25.02% |
$62.6K - $66.5K
|
13.9K
$316K
|