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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.32KNew |
$29.8K - $31.3K
|
1.32K
$30.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.26K+ 22.12% |
$28.6K - $30K
|
6.97K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.24K+ 0.54% |
$28.1K - $29.5K
|
230K
$5.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.19K+ 2.8% |
$27K - $28.3K
|
43.7K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 4.83% |
$25.7K - $27K
|
24.6K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.1K+ 1.15% |
$25K - $26.3K
|
96.7K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.02K+ 7.87% |
$23.1K - $24.3K
|
14K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 6.05% |
$23.1K - $24.2K
|
17.8K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.01K+ 6.42% |
$22.8K - $23.9K
|
16.7K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
984+ 6.84% |
$22.3K - $23.4K
|
15.4K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
970+ 11.34% |
$22K - $23.1K
|
9.52K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
874+ 3.42% |
$19.8K - $20.8K
|
26.4K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837+ 10.31% |
$19K - $19.9K
|
8.96K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
805+ 8.01% |
$18.2K - $19.2K
|
10.9K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
785New |
$17.8K - $18.7K
|
785
$18K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
785+ 1.63% |
$17.8K - $18.7K
|
49K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
779+ 6.66% |
$17.6K - $18.5K
|
12.5K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
757+ 4.84% |
$17.1K - $18K
|
16.4K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
740New |
$16.8K - $17.6K
|
740
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
730New |
$16.5K - $17.4K
|
730
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
675+ 2.6% |
$15.3K - $16.1K
|
26.6K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
633+ 3.5% |
$14.3K - $15.1K
|
18.7K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625+ 6.83% |
$14.2K - $14.9K
|
9.78K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
521+ 3.75% |
$11.8K - $12.4K
|
14.4K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
499+ 36.83% |
$11.3K - $11.9K
|
1.85K
$42.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
464+ 1.35% |
$10.5K - $11K
|
34.8K
$799K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
413+ 168.57% |
$9.35K - $9.83K
|
658
$15.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
391New |
$8.86K - $9.31K
|
391
$8.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
379+ 4.25% |
$8.58K - $9.02K
|
9.29K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
361+ 1.87% |
$8.18K - $8.59K
|
19.6K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
280+ 2.06% |
$6.34K - $6.66K
|
13.9K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
277+ 2.25% |
$6.27K - $6.59K
|
12.6K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
247New |
$5.59K - $5.88K
|
247
$5.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
234+ 2.77% |
$5.3K - $5.57K
|
8.69K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
169+ 1.06% |
$3.83K - $4.02K
|
16K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
159+ 0.11% |
$3.6K - $3.78K
|
142K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
158New |
$3.58K - $3.76K
|
158
$3.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
131+ 1.38% |
$2.97K - $3.12K
|
9.62K
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 5.39% |
$2.88K - $3.02K
|
2.49K
$57.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123+ 28.81% |
$2.79K - $2.93K
|
550
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
120+ 1.31% |
$2.72K - $2.86K
|
9.29K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
108+ 28.5% |
$2.45K - $2.57K
|
487
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
100+ 0.33% |
$2.27K - $2.38K
|
30.7K
$705K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
96+ 0.77% |
$2.17K - $2.28K
|
12.6K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
81+ 0.66% |
$1.83K - $1.93K
|
12.4K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 6.72% |
$1.2K - $1.26K
|
842
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
42+ 0.19% |
$951 - $1K
|
22.1K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.22% |
$906 - $952
|
17.9K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.1% |
$883 - $928
|
38K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
30New |
$680 - $714
|
30
$690
|