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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.6KNew |
$58.9K - $61.9K
|
2.6K
$60K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.36K+ 26.65% |
$76.2K - $80.1K
|
16K
$369K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-581- 4.18% |
$13.2K - $13.8K
|
13.3K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 3.76% |
$212K - $223K
|
239K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.1K- 9.47% |
$92.8K - $97.5K
|
39.2K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.31M - $1.38M
|
57.8K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837+ 10.31% |
$19K - $19.9K
|
8.96K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.2K+ 144.49% |
$639K - $671K
|
47.7K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39K+ 12.07% |
$883K - $928K
|
362K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
198K+ 17.15% |
$4.48M - $4.7M
|
1.35M
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-44.5K- 9.9% |
$1.01M - $1.06M
|
405K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.8K- 53.15% |
$743K - $781K
|
28.9K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$22.7 - $23.8
|
12K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.5K- 8.03% |
$600K - $630K
|
304K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$56.3K - $59.1K
|
2.49K
$57.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$817K - $859K
|
36.1K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.1K+ 1.15% |
$25K - $26.3K
|
96.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 3.67% |
$1.46M - $1.53M
|
1.69M
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.6K+ 7.51% |
$1.71M - $1.8M
|
1.08M
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.22KNew |
$95.5K - $100K
|
4.22K
$97.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 5.77% |
$31.8K - $33.4K
|
25.7K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8K- 60.81% |
$336K - $353K
|
9.57K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2KNew |
$208K - $219K
|
9.2K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$514K - $540K
|
22.7K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.89K- 10.47% |
$88K - $92.5K
|
33.2K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
108+ 28.5% |
$2.45K - $2.57K
|
487
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$45.3 - $47.6
|
11.4K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35.1K- 92.88% |
$795K - $835K
|
2.69K
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.55K+ 15.46% |
$103K - $108K
|
34K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-208- 3.05% |
$4.71K - $4.95K
|
6.62K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
11.2K+ 47.54% |
$253K - $266K
|
34.7K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
81.1KNew |
$1.84M - $1.93M
|
81.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.66KNew |
$37.5K - $39.4K
|
1.66K
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 0.27% |
$65.4K - $68.7K
|
1.07M
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$366K - $385K
|
16.2K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-119- 0.23% |
$2.7K - $2.83K
|
50.6K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
757+ 4.84% |
$17.1K - $18K
|
16.4K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.4K+ 2611.4% |
$825K - $867K
|
37.8K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.41K+ 4.22% |
$32K - $33.7K
|
34.9K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.73K+ 2.29% |
$84.4K - $88.7K
|
167K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 6.16% |
$36.2K - $38K
|
24.3K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.49K- 3.94% |
$56.5K - $59.3K
|
60.7K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
158New |
$3.58K - $3.76K
|
158
$3.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.56% |
$22.7 - $23.8
|
65
$1.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.92K+ 19.66% |
$112K - $117K
|
30K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.06K- 21.74% |
$69.3K - $72.8K
|
11K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.51K- 2.74% |
$56.9K - $59.8K
|
89K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.32KNew |
$29.8K - $31.3K
|
1.32K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$334K - $351K
|
14.7K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
361+ 1.87% |
$8.18K - $8.59K
|
19.6K
$452K
|