Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Aware Usd Corpo (SUSC)

SUSC Quotes by TradingView

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 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
16.5K
New
$366K - $386K
16.5K $379K
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
16K
New
$356K - $376K
16K $368K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
15.9K
New
$353K - $373K
15.9K $365K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
15.7K
New
$348K - $367K
15.7K $360K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
15.4K
+ 30.67%
$342K - $361K
65.5K $1.51M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
15.2K
New
$337K - $356K
15.2K $349K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
15.1K
+ 2.9%
$335K - $354K
535K $12.3M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
14.4K
+ 100.79%
$319K - $337K
28.6K $658K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
13.5K
New
$301K - $317K
13.5K $311K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
13.3K
+ 59.77%
$296K - $313K
35.7K $819K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
13.1K
+ 17.0%
$290K - $306K
90K $2.07M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
12.8K
+ 12.08%
$284K - $300K
119K $2.72M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
12.7K
New
$283K - $299K
12.7K $293K
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
12.1K
+ 32.76%
$270K - $284K
49.2K $1.13M
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
11.1K
+ 3.6%
$246K - $259K
319K $7.33M
May 08, 2023 Q1 2023
Buttonwood Financial Group, LLC

BUY
 -
10.9K
New
$243K - $256K
10.9K $251K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.9K
+ 2254.96%
$243K - $256K
11.4K $262K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
10.7K
+ 138.34%
$239K - $252K
18.5K $425K
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
10.4K
New
$231K - $243K
10.4K $239K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.2K
+ 24.86%
$227K - $239K
51.3K $1.18M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.78K
+ 45.75%
$217K - $229K
31.2K $716K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
9.67K
+ 58.73%
$215K - $227K
26.1K $600K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
9.67K
+ 43.73%
$215K - $227K
31.8K $730K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
9.63K
New
$214K - $226K
9.63K $221K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
9.47K
+ 28.97%
$210K - $222K
42.1K $968K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
9.18K
New
$204K - $215K
9.18K $211K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
9.09K
+ 83.83%
$202K - $213K
19.9K $458K
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
9K
+ 9000.0%
$200K - $211K
9.1K $209K
May 04, 2023 Q1 2023
Ma Private Wealth

BUY
 -
8.99K
New
$200K - $211K
8.99K $207K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.98K
New
$199K - $210K
8.98K $206K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
8.96K
New
$199K - $210K
8.96K $206K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
8.96K
+ 97.7%
$199K - $210K
18.1K $417K
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
8.92K
+ 42.26%
$198K - $209K
30K $690K
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
8.73K
New
$194K - $205K
8.73K $200K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
8.7K
+ 249.07%
$193K - $204K
12.2K $280K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.81K
+ 80.3%
$173K - $183K
17.5K $403K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
7.25K
+ 71.46%
$161K - $170K
17.4K $400K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
7.05K
+ 16.71%
$157K - $165K
49.2K $1.13M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.92K
+ 6.61%
$154K - $162K
112K $2.57M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
6.83K
+ 65.11%
$152K - $160K
17.3K $398K
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
6.66K
+ 1.93%
$148K - $156K
352K $8.09M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
6.55K
+ 28.31%
$145K - $153K
29.7K $682K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
6.14K
+ 96.42%
$136K - $144K
12.5K $287K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
5.45K
+ 9.67%
$121K - $128K
61.9K $1.42M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
5.21K
+ 21.29%
$116K - $122K
29.7K $682K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
4.82K
+ 54.06%
$107K - $113K
13.7K $316K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.47K
+ 33.96%
$99.3K - $105K
17.6K $405K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
4.28K
+ 101.3%
$95K - $100K
8.5K $195K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
3.97K
+ 42.12%
$88.2K - $93K
13.4K $308K

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