Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.35M+ 62.77% |
$74.5M - $78.5M
|
8.69M
$200M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
652KNew |
$14.5M - $15.3M
|
652K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
519K+ 805.07% |
$11.5M - $12.2M
|
584K
$13.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
429K+ 24.67% |
$9.52M - $10M
|
2.17M
$49.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
363K+ 1906.9% |
$8.06M - $8.5M
|
382K
$8.77M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206K+ 51.1% |
$4.57M - $4.82M
|
608K
$14M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 77.44% |
$4.55M - $4.8M
|
469K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
163K+ 14.76% |
$3.63M - $3.83M
|
1.27M
$29.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 45.98% |
$3.16M - $3.33M
|
451K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142K+ 57.2% |
$3.15M - $3.32M
|
390K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 34.29% |
$3.12M - $3.29M
|
551K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.1K+ 43.45% |
$2.2M - $2.32M
|
327K
$7.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
81.3KNew |
$1.81M - $1.91M
|
81.3K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.6K+ 63.42% |
$1.66M - $1.75M
|
192K
$4.41M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.4K+ 102.49% |
$1.5M - $1.58M
|
133K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
67K+ 10.87% |
$1.49M - $1.57M
|
683K
$15.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
57.2K+ 74.25% |
$1.27M - $1.34M
|
134K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54.2K+ 68.43% |
$1.2M - $1.27M
|
133K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.9K+ 170.33% |
$1.18M - $1.24M
|
84K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.3K+ 46.19% |
$1.16M - $1.23M
|
165K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.7K+ 91.4% |
$1.15M - $1.21M
|
108K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
50.3K+ 15.36% |
$1.12M - $1.18M
|
378K
$8.67M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
44.2K+ 6.73% |
$983K - $1.04M
|
701K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5K+ 18.43% |
$968K - $1.02M
|
280K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42.6KNew |
$947K - $999K
|
42.6K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.1K+ 15.41% |
$913K - $963K
|
308K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.8K+ 35.39% |
$840K - $886K
|
145K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
37.2K+ 57.29% |
$826K - $871K
|
102K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.2KNew |
$805K - $849K
|
36.2K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.2K+ 67.06% |
$805K - $849K
|
90.3K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.7KNew |
$792K - $836K
|
35.7K
$819K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.7KNew |
$770K - $812K
|
34.7K
$796K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
33.8K+ 111.67% |
$752K - $793K
|
64.2K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
33.6K+ 53.34% |
$748K - $789K
|
96.7K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
32.9K+ 7.35% |
$730K - $770K
|
480K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.6K+ 40.36% |
$681K - $718K
|
107K
$2.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 133.93% |
$659K - $695K
|
51.8K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.7K+ 27.36% |
$550K - $580K
|
115K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.9KNew |
$508K - $536K
|
22.9K
$525K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 11.13% |
$490K - $517K
|
220K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.9KNew |
$487K - $513K
|
21.9K
$503K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20.7K+ 175.82% |
$459K - $484K
|
32.4K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.7KNew |
$459K - $484K
|
20.7K
$475K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.9KNew |
$443K - $467K
|
19.9K
$458K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 57.81% |
$432K - $455K
|
53K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18.3KNew |
$406K - $428K
|
18.3K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.6KNew |
$390K - $412K
|
17.6K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
17.4K+ 149.78% |
$386K - $407K
|
28.9K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.2K+ 181.48% |
$383K - $404K
|
26.7K
$614K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 129.33% |
$369K - $389K
|
29.4K
$676K
|