Latest Institutional Purchases of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
514K+ 46.69% |
$11.6M - $12.3M
|
1.62M
$36.7M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
316KNew |
$7.12M - $7.57M
|
316K
$7.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301K+ 10.56% |
$6.79M - $7.21M
|
3.16M
$71.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 11.08% |
$2.59M - $2.75M
|
1.15M
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
92.9K+ 4.04% |
$2.09M - $2.22M
|
2.39M
$54.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.3K+ 61.69% |
$1.97M - $2.09M
|
229K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.7K+ 7.7% |
$1.73M - $1.83M
|
1.07M
$24.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.6K+ 6.1% |
$1.52M - $1.62M
|
1.17M
$26.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
64.3KNew |
$1.45M - $1.54M
|
64.3K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
63.4K+ 78.24% |
$1.43M - $1.52M
|
145K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
63.2KNew |
$1.42M - $1.51M
|
63.2K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52K+ 44.03% |
$1.17M - $1.24M
|
170K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49.8K+ 253.14% |
$1.12M - $1.19M
|
69.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.1KNew |
$746K - $793K
|
33.1K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.6K+ 7.82% |
$733K - $779K
|
449K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 13.86% |
$681K - $724K
|
248K
$5.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
27.3K+ 20.56% |
$616K - $654K
|
160K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 0.34% |
$608K - $646K
|
7.98M
$181M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.6K+ 2.71% |
$598K - $636K
|
1.01M
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1K+ 4.24% |
$566K - $602K
|
618K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$564K - $599K
|
25K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
24.6K+ 13.13% |
$554K - $589K
|
212K
$4.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23K+ 19.35% |
$518K - $551K
|
142K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22KNew |
$495K - $526K
|
22K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
21.5KNew |
$484K - $514K
|
21.5K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
21.5K+ 2.25% |
$483K - $514K
|
974K
$22.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.8K+ 0.71% |
$423K - $449K
|
2.68M
$60.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.1KNew |
$386K - $410K
|
17.1K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.4K+ 4.26% |
$369K - $393K
|
401K
$9.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.7KNew |
$308K - $328K
|
13.7K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5KNew |
$281K - $298K
|
12.5K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.5KNew |
$237K - $252K
|
10.5K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10K+ 19.34% |
$226K - $240K
|
61.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.49KNew |
$214K - $227K
|
9.49K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09K+ 13.6% |
$205K - $217K
|
75.9K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8.99K+ 30.54% |
$202K - $215K
|
38.4K
$873K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.83K+ 5.34% |
$199K - $211K
|
174K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.67K+ 33.83% |
$195K - $207K
|
34.3K
$779K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.48KNew |
$191K - $203K
|
8.48K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8.31K+ 24.33% |
$187K - $199K
|
42.5K
$965K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.04K+ 1.44% |
$181K - $192K
|
567K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.96K+ 8.0% |
$179K - $190K
|
107K
$2.44M
|
|
|
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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 28.52% |
$178K - $189K
|
35.6K
$808K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.82K+ 2.06% |
$176K - $187K
|
388K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.41K+ 13.65% |
$167K - $177K
|
61.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.96K+ 316.23% |
$157K - $166K
|
9.16K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.82KNew |
$154K - $163K
|
6.82K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.07K+ 7.98% |
$137K - $145K
|
82.2K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.82K+ 4.33% |
$131K - $139K
|
140K
$3.19M
|