Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.1K+ 4.73% |
$229K - $241K
|
224K
$5.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.44KNew |
$214K - $225K
|
9.44K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
9.25K+ 4.25% |
$209K - $220K
|
227K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.2KNew |
$208K - $219K
|
9.2K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.19KNew |
$208K - $219K
|
9.19K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.18K+ 25.65% |
$208K - $219K
|
45K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.48KNew |
$192K - $202K
|
8.48K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.34K+ 70.31% |
$166K - $175K
|
17.8K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.29K+ 2.6% |
$165K - $174K
|
288K
$6.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
6.88K+ 655.48% |
$156K - $164K
|
7.93K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 4.88% |
$155K - $163K
|
147K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.61KNew |
$150K - $157K
|
6.61K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.57K+ 32.94% |
$149K - $156K
|
26.5K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 3.65% |
$141K - $148K
|
176K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.93KNew |
$134K - $141K
|
5.93K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.57K+ 3.2% |
$126K - $133K
|
180K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.35K+ 6.79% |
$121K - $127K
|
84.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5KNew |
$113K - $119K
|
5K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.95K+ 9.59% |
$112K - $118K
|
56.5K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.92K+ 19.66% |
$112K - $117K
|
30K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
4.6K+ 38.24% |
$104K - $109K
|
16.6K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.55K+ 15.46% |
$103K - $108K
|
34K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.43K+ 12.53% |
$100K - $106K
|
39.8K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.22KNew |
$95.5K - $100K
|
4.22K
$96.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.05K+ 5.39% |
$91.7K - $96.3K
|
79.2K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 5.33% |
$91.6K - $96.2K
|
80K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.93K+ 34.42% |
$88.9K - $93.5K
|
15.3K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.83K+ 3.57% |
$86.8K - $91.2K
|
111K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.73K+ 2.29% |
$84.4K - $88.7K
|
167K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.65K+ 19.72% |
$82.6K - $86.8K
|
22.1K
$509K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.36K+ 26.65% |
$76.2K - $80.1K
|
16K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.28K+ 12.56% |
$74.2K - $78K
|
29.4K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.23K+ 1.6% |
$73.2K - $76.9K
|
205K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.69K+ 4.57% |
$60.9K - $64K
|
61.5K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.62K+ 3.59% |
$59.2K - $62.2K
|
75.4K
$1.73M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.6KNew |
$58.9K - $61.9K
|
2.6K
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$56.3K - $59.1K
|
2.49K
$57.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.3K+ 51.12% |
$52.1K - $54.7K
|
6.8K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.2KNew |
$49.8K - $52.4K
|
2.2K
$50.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.2K+ 3.69% |
$49.8K - $52.3K
|
61.8K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.19K+ 8.21% |
$49.7K - $52.2K
|
28.9K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2K+ 8.61% |
$45.4K - $47.7K
|
25.3K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.87K+ 3.94% |
$42.4K - $44.6K
|
49.4K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.81K+ 8.81% |
$41K - $43.1K
|
22.3K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.75K+ 4.53% |
$39.5K - $41.5K
|
40.2K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.66KNew |
$37.5K - $39.4K
|
1.66K
$38.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 4.78% |
$35.4K - $37.2K
|
34.3K
$788K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.49KNew |
$33.7K - $35.4K
|
1.49K
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.41K+ 4.22% |
$32K - $33.7K
|
34.9K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 5.77% |
$31.8K - $33.4K
|
25.7K
$592K
|