Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11K+ 50.76% |
$250K - $257K
|
32.8K
$754K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10.9KNew |
$247K - $253K
|
10.9K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.7K+ 26.84% |
$243K - $249K
|
50.6K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.3KNew |
$233K - $239K
|
10.3K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
10.2K+ 18.2% |
$232K - $239K
|
66.5K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.1KNew |
$229K - $236K
|
10.1K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$202K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.78K+ 48.21% |
$199K - $204K
|
27K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 60.91% |
$196K - $201K
|
22.8K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.54K+ 12.45% |
$194K - $199K
|
77.1K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.36K+ 8.0% |
$189K - $195K
|
113K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.2K+ 58.68% |
$186K - $191K
|
22.2K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$185K - $190K
|
8.15K
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
7.71K+ 67.02% |
$175K - $180K
|
19.2K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.6K+ 23.98% |
$172K - $177K
|
39.3K
$903K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.32K+ 30.37% |
$166K - $171K
|
31.4K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.3K+ 5.64% |
$165K - $170K
|
137K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.18K+ 15.24% |
$163K - $167K
|
54.3K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.2K+ 6.39% |
$141K - $144K
|
103K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.03K+ 6.5% |
$137K - $140K
|
98.7K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.88K+ 30.86% |
$133K - $137K
|
24.9K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.81K+ 35.5% |
$132K - $135K
|
22.2K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.56K+ 14.76% |
$126K - $129K
|
43.2K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.56K+ 14.76% |
$126K - $129K
|
43.2K
$993K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.47K+ 18.2% |
$124K - $127K
|
35.5K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.28K+ 10.35% |
$120K - $123K
|
56.3K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.02K+ 12.71% |
$114K - $117K
|
44.5K
$1.02M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
4.96K+ 24.96% |
$112K - $115K
|
24.8K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.69K+ 2.69% |
$106K - $109K
|
179K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.66K+ 50.53% |
$106K - $109K
|
13.9K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.54KNew |
$103K - $106K
|
4.54K
$104K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.24K+ 15.46% |
$96K - $98.7K
|
31.7K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 1.34% |
$94.7K - $97.3K
|
317K
$7.29M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4K+ 28.65% |
$90.7K - $93.2K
|
18K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4K+ 23.82% |
$90.6K - $93.1K
|
20.8K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.95K+ 8.68% |
$89.4K - $91.9K
|
49.4K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.48K+ 12.05% |
$78.9K - $81.1K
|
32.4K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 35.5% |
$77.6K - $79.8K
|
13.1K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.36K+ 31.1% |
$76.2K - $78.3K
|
14.2K
$326K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.02K+ 14.79% |
$68.4K - $70.3K
|
23.4K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.01K+ 2.54% |
$68.2K - $70.1K
|
122K
$2.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.94K+ 19.4% |
$66.6K - $68.5K
|
18.1K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2.89K+ 30.4% |
$65.5K - $67.3K
|
12.4K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 4.97% |
$65.4K - $67.3K
|
61K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.79K+ 14.0% |
$63.1K - $64.9K
|
22.7K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.73K+ 9.78% |
$61.8K - $63.6K
|
30.6K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.7K+ 19.74% |
$61.2K - $62.9K
|
16.4K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 22.87% |
$58.8K - $60.4K
|
13.9K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.58K+ 39.55% |
$58.5K - $60.1K
|
9.1K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.47K+ 31.06% |
$55.9K - $57.5K
|
10.4K
$239K
|