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 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
258+ 13.16% |
$6.38K - $6.98K
|
2.22K
$50.7K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
143+ 12.96% |
$3.54K - $3.87K
|
1.25K
$28.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$2.47K - $2.71K
|
100
$2.28K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
95New |
$2.35K - $2.57K
|
95
$2.17K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60+ 2.78% |
$1.48K - $1.62K
|
2.22K
$50.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
35+ 0.37% |
$866 - $947
|
9.42K
$215K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 45.31% |
$717 - $785
|
93
$2.12K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 11.11% |
$495 - $541
|
200
$4.57K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
5+ 0.04% |
$124 - $135
|
12.8K
$292K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 0.8% |
$124 - $135
|
633
$14.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.33% |
$49.5 - $54.1
|
602
$13.7K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.37% |
$24.7 - $27.1
|
274
$6.26K
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-24- 0.14% |
$594 - $649
|
17.3K
$396K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-57- 0.5% |
$1.41K - $1.54K
|
11.4K
$260K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 50.0% |
$1.85K - $2.03K
|
75
$1.71K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150Closed |
$3.71K - $4.06K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-195- 1.18% |
$4.82K - $5.28K
|
16.3K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-246- 1.35% |
$6.08K - $6.66K
|
17.9K
$410K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-374- 2.09% |
$9.25K - $10.1K
|
17.5K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-380- 2.27% |
$9.4K - $10.3K
|
16.4K
$374K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-442- 11.0% |
$10.9K - $12K
|
3.58K
$81.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-475- 23.89% |
$11.7K - $12.9K
|
1.51K
$34.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-495- 9.62% |
$12.2K - $13.4K
|
4.65K
$106K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-710- 5.53% |
$17.6K - $19.2K
|
12.1K
$277K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-784- 4.44% |
$19.4K - $21.2K
|
16.9K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-852Closed |
$21.1K - $23.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-856- 1.6% |
$21.2K - $23.2K
|
52.8K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.28K- 30.75% |
$31.6K - $34.6K
|
2.88K
$65.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.67K- 15.16% |
$41.3K - $45.2K
|
9.36K
$214K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 2.38% |
$48.2K - $52.8K
|
79.9K
$1.82M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.06KClosed |
$50.9K - $55.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.85K- 12.14% |
$95.2K - $104K
|
27.8K
$636K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.8K- 3.3% |
$119K - $130K
|
141K
$3.21M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.43K- 4.78% |
$134K - $147K
|
108K
$2.47M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.44K- 30.65% |
$135K - $147K
|
12.3K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.49K- 28.23% |
$160K - $176K
|
16.5K
$377K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.89KClosed |
$195K - $214K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.11K- 5.57% |
$225K - $247K
|
154K
$3.53M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.9KClosed |
$271K - $296K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-11.2KClosed |
$276K - $302K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-13KClosed |
$322K - $352K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-15.3KClosed |
$378K - $414K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16K- 2.88% |
$396K - $433K
|
540K
$12.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-16.8K- 29.74% |
$415K - $455K
|
39.7K
$907K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18.5K- 28.27% |
$457K - $500K
|
46.9K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.9KClosed |
$540K - $591K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-22KClosed |
$544K - $595K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.9KClosed |
$739K - $809K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-33K- 73.22% |
$815K - $892K
|
12.1K
$275K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34.9K- 4.77% |
$862K - $944K
|
697K
$15.9M
|