Purchases and Sales Made in Q2 2024 in Ishares Tr Esg Aware Usd Corpo (SUSC)

SUSC Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC) during Q2 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
Jul 19, 2024 Q2 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
618K
+ 5822.64%
$13.8M - $14.2M
629K $14.6M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
539K
+ 23.29%
$12M - $12.4M
2.85M $66.1M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
366K
+ 54.64%
$8.15M - $8.41M
1.04M $24M
Aug 14, 2024 Q2 2024
Wealthfront Advisers LLC

BUY
 -
241K
+ 11.74%
$5.37M - $5.54M
2.3M $53.2M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
180K
+ 19.41%
$4M - $4.13M
1.11M $25.6M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
112K
+ 12.68%
$2.49M - $2.57M
996K $23.1M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
112K
+ 12.68%
$2.49M - $2.57M
996K $23.1M
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
106K
+ 11.33%
$2.36M - $2.43M
1.04M $24.1M
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
102K
+ 172.46%
$2.27M - $2.34M
161K $3.73M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
77.4K
+ 0.98%
$1.72M - $1.78M
7.95M $184M
Aug 13, 2024 Q2 2024
Acorns Advisers, LLC

Irvine, CA
BUY
 -
54.1K
+ 6.03%
$1.2M - $1.24M
953K $22.1M
Aug 08, 2024 Q2 2024
Barings LLC

BUY
 -
53.3K
+ 5.09%
$1.19M - $1.22M
1.1M $25.5M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
49.2K
+ 59.23%
$1.09M - $1.13M
132K $3.06M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
49.1K
+ 5.28%
$1.09M - $1.13M
980K $22.7M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
48.8K
+ 14.53%
$1.09M - $1.12M
385K $8.92M
Aug 13, 2024 Q2 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
48.2K
+ 56.82%
$1.07M - $1.11M
133K $3.08M
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
46.4K
+ 532.24%
$1.03M - $1.06M
55.1K $1.28M
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
42.7K
+ 24.35%
$951K - $980K
218K $5.05M
Jul 08, 2024 Q2 2024
Impac Tfolio, LLC

BUY
 -
36.3K
+ 10.56%
$807K - $832K
380K $8.79M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
32.5K
New
$724K - $746K
32.5K $753K
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
26.5K
+ 1.01%
$589K - $607K
2.66M $61.6M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
26K
+ 16.06%
$578K - $596K
188K $4.35M
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
22.5K
+ 8.81%
$500K - $516K
278K $6.43M
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
21.3K
New
$474K - $488K
21.3K $493K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
21.2K
+ 14.15%
$473K - $487K
171K $3.97M
Jul 31, 2024 Q2 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
20.1K
+ 20.37%
$448K - $461K
119K $2.75M
Aug 14, 2024 Q2 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
19.9K
+ 17.63%
$443K - $456K
133K $3.07M
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
19.7K
New
$438K - $451K
19.7K $456K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
18.3K
New
$407K - $419K
18.3K $423K
Aug 06, 2024 Q2 2024
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
16.9K
+ 8.61%
$377K - $389K
214K $4.95M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
16.7K
+ 53.31%
$372K - $383K
48K $1.11M
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
16.5K
+ 16.12%
$368K - $379K
119K $2.76M
Aug 13, 2024 Q2 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
14.9K
New
$331K - $341K
14.9K $344K
Jul 09, 2024 Q2 2024
Park Avenue Securities LLC

BUY
 -
14.1K
+ 2.59%
$314K - $324K
559K $12.9M
Aug 09, 2024 Q2 2024
Dohj, LLC

Seattle, WA
BUY
 -
14.1K
+ 7.25%
$314K - $324K
209K $4.83M
Jul 17, 2024 Q2 2024
Sharkey, Howes & Javer

BUY
 -
12.9K
+ 10.62%
$288K - $297K
135K $3.12M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.8K
+ 4.23%
$285K - $294K
315K $7.3M
Jul 31, 2024 Q2 2024
Claro Advisors LLC

Boston, MA
BUY
 -
12.4K
New
$275K - $283K
12.4K $286K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
11K
+ 315.27%
$244K - $252K
14.4K $334K
Aug 13, 2024 Q2 2024
Affinity Capital Advisors, LLC

BUY
 -
10.6K
+ 47.77%
$236K - $243K
32.8K $759K
Jul 11, 2024 Q2 2024
Wbh Advisory Inc

BUY
 -
10.3K
New
$229K - $237K
10.3K $239K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
10.3K
+ 91.58%
$229K - $236K
21.5K $499K
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
10.2K
+ 7.78%
$227K - $234K
142K $3.28M
Jul 10, 2024 Q2 2024
Aprio Wealth Management, LLC

BUY
 -
10.1K
+ 41.97%
$225K - $232K
34.2K $793K
Jul 24, 2024 Q2 2024
Charter Oak Capital Management, LLC

BUY
 -
10.1K
+ 16.66%
$224K - $231K
70.5K $1.63M
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
9.8K
+ 25.4%
$218K - $225K
48.4K $1.12M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.7K
New
$216K - $222K
9.7K $225K
Jul 23, 2024 Q2 2024
Sagace Wealth Management LLC

St. Petersburg, FL
BUY
 -
9.53K
New
$212K - $219K
9.53K $221K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
9.27K
New
$206K - $213K
9.27K $215K

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