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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.65K+ 3.92% |
$104K - $108K
|
123K
$2.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.33K+ 26.26% |
$97K - $100K
|
20.8K
$473K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.19K+ 9.94% |
$93.9K - $97.1K
|
46.3K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.57K+ 1.16% |
$80K - $82.8K
|
311K
$7.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.55K+ 7.84% |
$79.6K - $82.3K
|
48.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.37K+ 11.76% |
$75.4K - $78K
|
32K
$727K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.23K+ 12.24% |
$72.4K - $74.9K
|
29.6K
$673K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.18K+ 8.93% |
$71.4K - $73.8K
|
38.8K
$882K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 3.35% |
$67.8K - $70.1K
|
93.3K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.89K+ 20.56% |
$64.7K - $66.9K
|
16.9K
$384K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 11.13% |
$64.5K - $66.7K
|
28.7K
$653K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.79K+ 25.68% |
$62.4K - $64.6K
|
13.6K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.42K+ 8.14% |
$54.2K - $56K
|
32.1K
$729K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 8.6% |
$50.4K - $52.1K
|
28.4K
$645K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.25K+ 17.59% |
$50.3K - $52.1K
|
15K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.21K+ 0.68% |
$49.6K - $51.3K
|
330K
$7.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.16KNew |
$48.3K - $50K
|
2.16K
$48.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.12K+ 6.79% |
$47.4K - $49K
|
33.3K
$756K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 5.58% |
$43.5K - $45K
|
36.7K
$834K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.87K+ 10.77% |
$41.8K - $43.2K
|
19.2K
$436K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.81K+ 7.74% |
$40.5K - $41.9K
|
25.2K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.76K+ 10.95% |
$39.3K - $40.7K
|
17.8K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.6K+ 5.24% |
$35.8K - $37.1K
|
32.1K
$729K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51KNew |
$33.9K - $35K
|
1.51K
$34.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.3KNew |
$29.1K - $30.1K
|
1.3K
$29.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.3K+ 9.93% |
$29.1K - $30.1K
|
14.4K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.29K+ 3.01% |
$28.8K - $29.8K
|
43.9K
$997K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.25K+ 6.82% |
$27.9K - $28.9K
|
19.5K
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.2K+ 3.75% |
$26.9K - $27.8K
|
33.2K
$754K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 4.05% |
$26.7K - $27.6K
|
30.6K
$696K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.14K+ 13.4% |
$25.5K - $26.4K
|
9.64K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.13K+ 7.47% |
$25.4K - $26.3K
|
16.3K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
856+ 4.88% |
$19.2K - $19.8K
|
18.4K
$418K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
800+ 4.81% |
$17.9K - $18.5K
|
17.4K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
778+ 4.47% |
$17.4K - $18K
|
18.2K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
771+ 5.86% |
$17.3K - $17.9K
|
13.9K
$316K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
718+ 7.12% |
$16.1K - $16.6K
|
10.8K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
705+ 3.26% |
$15.8K - $16.3K
|
22.4K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
702+ 6.94% |
$15.7K - $16.3K
|
10.8K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
639+ 46.41% |
$14.3K - $14.8K
|
2.02K
$45.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 1.07% |
$12.8K - $13.2K
|
53.6K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
553+ 4.09% |
$12.4K - $12.8K
|
14.1K
$320K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
525+ 119.59% |
$11.8K - $12.2K
|
964
$21.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
415New |
$9.3K - $9.62K
|
415
$9.42K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
381New |
$8.54K - $8.83K
|
381
$8.65K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
299+ 137.79% |
$6.7K - $6.93K
|
516
$11.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
271+ 3.11% |
$6.07K - $6.28K
|
9K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
237+ 2.08% |
$5.31K - $5.49K
|
11.6K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
232+ 0.66% |
$5.2K - $5.38K
|
35.6K
$809K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
227+ 0.72% |
$5.09K - $5.26K
|
32K
$726K
|