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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
564K+ 48.04% |
$12.8M - $13.4M
|
1.74M
$40.1M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
269K+ 8.53% |
$6.1M - $6.41M
|
3.42M
$79M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
198K+ 17.15% |
$4.48M - $4.7M
|
1.35M
$31.1M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
191KNew |
$4.32M - $4.53M
|
191K
$4.4M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
147KNew |
$3.32M - $3.49M
|
147K
$3.39M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
123KNew |
$2.78M - $2.92M
|
123K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
81.1KNew |
$1.84M - $1.93M
|
81.1K
$1.87M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
76.1K+ 122.95% |
$1.72M - $1.81M
|
138K
$3.18M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.6K+ 7.51% |
$1.71M - $1.8M
|
1.08M
$25M
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
74.3KNew |
$1.68M - $1.77M
|
74.3K
$1.71M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.9K+ 217.16% |
$1.63M - $1.71M
|
105K
$2.42M
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
69.7K+ 7.16% |
$1.58M - $1.66M
|
1.04M
$24.1M
|
|
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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
49.8K+ 5.97% |
$1.13M - $1.19M
|
886K
$20.4M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
46KNew |
$1.04M - $1.09M
|
46K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39K+ 12.07% |
$883K - $928K
|
362K
$8.35M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
38.6K+ 26.1% |
$874K - $918K
|
186K
$4.3M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.4K+ 2611.4% |
$825K - $867K
|
37.8K
$873K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$817K - $859K
|
36.1K
$832K
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
32.2K+ 27.06% |
$730K - $767K
|
151K
$3.49M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30.7KNew |
$696K - $731K
|
30.7K
$709K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$684K - $718K
|
30.2K
$696K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.3KNew |
$642K - $674K
|
28.3K
$653K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.2K+ 144.49% |
$639K - $671K
|
47.7K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.3K+ 110.49% |
$618K - $649K
|
52K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.9K+ 104.15% |
$519K - $545K
|
44.9K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$514K - $540K
|
22.7K
$523K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
21.4K+ 5.51% |
$484K - $509K
|
409K
$9.43M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20.2K+ 160.67% |
$458K - $481K
|
32.8K
$756K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19.2K+ 179.19% |
$434K - $456K
|
29.9K
$689K
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
18.4KNew |
$417K - $438K
|
18.4K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
17.1K+ 44.58% |
$388K - $408K
|
55.5K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 4.24% |
$385K - $405K
|
418K
$9.65M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.9KNew |
$384K - $403K
|
16.9K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$366K - $385K
|
16.2K
$373K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
15.5K+ 7.3% |
$351K - $369K
|
228K
$5.26M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 43.23% |
$348K - $366K
|
50.9K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 10.61% |
$347K - $365K
|
160K
$3.69M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$336K - $353K
|
14.8K
$342K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$334K - $351K
|
14.7K
$340K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
13.3KNew |
$302K - $317K
|
13.3K
$307K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.3K+ 29.88% |
$300K - $316K
|
57.7K
$1.33M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12KNew |
$272K - $286K
|
12K
$277K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 6.84% |
$264K - $278K
|
182K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
11.2K+ 47.54% |
$253K - $266K
|
34.7K
$800K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$246K - $258K
|
10.9K
$250K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$243K - $255K
|
10.7K
$247K
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10.7KNew |
$243K - $255K
|
10.7K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
10.5KNew |
$237K - $249K
|
10.5K
$242K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.1KNew |
$230K - $241K
|
10.1K
$234K
|