Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.28K- 0.55% |
$73K - $75.2K
|
593K
$13.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.24K- 27.65% |
$94.4K - $97.3K
|
11.1K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.56K- 13.23% |
$102K - $105K
|
29.9K
$688K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.89K- 23.47% |
$109K - $112K
|
15.9K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.05K- 16.86% |
$112K - $116K
|
24.9K
$572K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-5.07K- 27.24% |
$113K - $116K
|
13.6K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.44K- 10.76% |
$121K - $125K
|
45.2K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.69K- 16.21% |
$127K - $131K
|
29.4K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.88K- 5.74% |
$220K - $227K
|
162K
$3.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 99.63% |
$228K - $235K
|
38
$874
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.2K- 17.36% |
$428K - $441K
|
91.5K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-19.3K- 11.69% |
$430K - $443K
|
146K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-27.2K- 26.37% |
$606K - $625K
|
76.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.1K- 7.58% |
$780K - $805K
|
427K
$9.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-56K- 21.57% |
$1.25M - $1.28M
|
203K
$4.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-84.3K- 8.5% |
$1.87M - $1.93M
|
907K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-168K- 7.93% |
$3.75M - $3.86M
|
1.96M
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-240K- 52.33% |
$5.33M - $5.5M
|
218K
$5.02M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-301K- 9.55% |
$6.71M - $6.92M
|
2.85M
$65.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-619K- 98.38% |
$13.8M - $14.2M
|
10.2K
$234K
|