Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
877K+ 810.13% |
$19.7M - $20.3M
|
986K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
428K+ 427.94% |
$9.59M - $9.92M
|
528K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
193K+ 15.21% |
$4.33M - $4.48M
|
1.46M
$33.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 1.82% |
$3.55M - $3.67M
|
8.85M
$203M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
134K+ 22.95% |
$3M - $3.11M
|
718K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
122K+ 1027.79% |
$2.74M - $2.84M
|
134K
$3.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
102K+ 21.21% |
$2.28M - $2.36M
|
582K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.6K+ 16.65% |
$2.05M - $2.12M
|
642K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86K+ 19.05% |
$1.93M - $1.99M
|
537K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
76.8K+ 65.33% |
$1.72M - $1.78M
|
194K
$4.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
70.7KNew |
$1.59M - $1.64M
|
70.7K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70.6K+ 13.2% |
$1.58M - $1.64M
|
605K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
67.6K+ 9.63% |
$1.51M - $1.57M
|
769K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
67K+ 9.81% |
$1.5M - $1.55M
|
750K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.6K+ 0.75% |
$1.07M - $1.1M
|
6.43M
$148M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
43.1KNew |
$966K - $999K
|
43.1K
$989K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 41.11% |
$829K - $857K
|
127K
$2.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 16.06% |
$614K - $635K
|
198K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
26.4K+ 41.22% |
$593K - $613K
|
90.6K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.5K+ 18.39% |
$550K - $569K
|
158K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 8.71% |
$546K - $565K
|
304K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 5.64% |
$492K - $509K
|
412K
$9.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 3.51% |
$369K - $382K
|
486K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 11.3% |
$366K - $379K
|
161K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.6K+ 9.43% |
$350K - $362K
|
181K
$4.16M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15KNew |
$337K - $348K
|
15K
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
15K+ 20.23% |
$336K - $348K
|
89.2K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15KNew |
$336K - $347K
|
15K
$344K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$333K - $344K
|
14.8K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$321K - $332K
|
14.3K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 17.16% |
$304K - $314K
|
92.5K
$2.12M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 17.16% |
$304K - $314K
|
92.5K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.3KNew |
$276K - $286K
|
12.3K
$283K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 22.82% |
$265K - $274K
|
63.6K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 73.01% |
$260K - $269K
|
27.5K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 32.01% |
$260K - $269K
|
47.8K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 10.0% |
$250K - $259K
|
123K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$244K - $252K
|
10.9K
$250K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.3K+ 35.55% |
$231K - $238K
|
39.2K
$900K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.2KNew |
$228K - $235K
|
10.2K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.81KNew |
$198K - $204K
|
8.81K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.7K+ 836.86% |
$195K - $202K
|
9.73K
$223K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.41K+ 146.2% |
$189K - $195K
|
14.2K
$325K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.41K+ 146.2% |
$189K - $195K
|
14.2K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.66K+ 22.18% |
$149K - $154K
|
36.7K
$842K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.82K+ 0.89% |
$130K - $135K
|
658K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.26K+ 26.38% |
$118K - $122K
|
25.2K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.05K+ 23.06% |
$113K - $117K
|
26.9K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 26.13% |
$106K - $110K
|
22.9K
$525K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.65K+ 3.92% |
$104K - $108K
|
123K
$2.83M
|