Purchases and Sales Made in Q1 2022 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 2022. 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 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.7KNew |
$240K - $263K
|
9.7K
$222K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.68KNew |
$239K - $262K
|
9.68K
$221K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.59KNew |
$237K - $260K
|
9.59K
$219K
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
9.27KNew |
$229K - $251K
|
9.27K
$212K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.12KNew |
$226K - $247K
|
9.12K
$208K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.68KNew |
$215K - $235K
|
8.68K
$198K
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.85K+ 37.94% |
$194K - $212K
|
28.5K
$651K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7.75K+ 39.53% |
$192K - $210K
|
27.4K
$625K
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.4K+ 38.49% |
$183K - $200K
|
26.6K
$608K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.15K+ 14.63% |
$177K - $194K
|
56K
$1.28M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.94KNew |
$172K - $188K
|
6.94K
$158K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
6.36K+ 117.25% |
$157K - $172K
|
11.8K
$269K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.36K+ 1920.85% |
$157K - $172K
|
6.69K
$153K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.18K+ 29.16% |
$153K - $167K
|
27.4K
$625K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.93K+ 2.53% |
$147K - $161K
|
241K
$5.5M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5.61K+ 1.69% |
$139K - $152K
|
338K
$7.72M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.58K+ 2.07% |
$138K - $151K
|
275K
$6.28M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.53K+ 1129.86% |
$137K - $150K
|
6.01K
$137K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
5.06K+ 13.04% |
$125K - $137K
|
43.9K
$1M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.98KNew |
$123K - $135K
|
4.98K
$114K
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
4.91K+ 14.22% |
$121K - $133K
|
39.4K
$900K
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.62K+ 18.76% |
$114K - $125K
|
29.2K
$667K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.42KNew |
$109K - $120K
|
4.42K
$101K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.37K+ 36.48% |
$108K - $118K
|
16.3K
$373K
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.21K+ 31.19% |
$104K - $114K
|
17.7K
$404K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.11K+ 11.49% |
$102K - $111K
|
39.9K
$910K
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.96K+ 43.58% |
$97.8K - $107K
|
13K
$297K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.6KNew |
$89.1K - $97.4K
|
3.6K
$82.2K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 71.99% |
$66K - $72.2K
|
6.37K
$146K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 28.45% |
$65.3K - $71.4K
|
11.9K
$272K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 6.67% |
$65.1K - $71.3K
|
42.1K
$962K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.57K+ 17.3% |
$63.4K - $69.4K
|
17.4K
$397K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.49KNew |
$61.6K - $67.4K
|
2.49K
$56.8K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.9K+ 10.93% |
$47K - $51.4K
|
19.3K
$440K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.59K+ 20.48% |
$39.4K - $43.1K
|
9.37K
$214K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
1.42K+ 15.21% |
$35.1K - $38.4K
|
10.8K
$246K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 8.93% |
$27.9K - $30.6K
|
13.8K
$315K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05KNew |
$25.9K - $28.3K
|
1.05K
$23.9K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
927New |
$22.9K - $25.1K
|
927
$21.2K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$22.3K - $24.4K
|
900
$20.5K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
879+ 0.82% |
$21.7K - $23.8K
|
109K
$2.48M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
876New |
$21.7K - $23.7K
|
876
$20K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
844+ 14066.67% |
$20.9K - $22.8K
|
850
$19.4K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
834New |
$20.6K - $22.6K
|
834
$19K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
755+ 5.75% |
$18.7K - $20.4K
|
13.9K
$317K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
580+ 1.21% |
$14.3K - $15.7K
|
48.6K
$1.11M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
528+ 5.54% |
$13.1K - $14.3K
|
10.1K
$230K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
502New |
$12.4K - $13.6K
|
502
$11.5K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
405+ 5.09% |
$10K - $11K
|
8.37K
$191K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
292+ 1.53% |
$7.22K - $7.9K
|
19.4K
$444K
|