Purchases and Sales Made in Q2 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 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 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
155
+ 0.32%
$3.47K - $3.59K
49.3K $1.13M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
133
+ 1.61%
$2.98K - $3.08K
8.38K $192K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
82
+ 31.66%
$1.84K - $1.9K
341 $7.83K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
60
+ 0.39%
$1.34K - $1.39K
15.6K $357K
Jul 21, 2023 Q2 2023
Gen Trust, LLC

BUY
 -
18
+ 0.19%
$403 - $417
9.71K $223K
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
13
+ 0.53%
$291 - $301
2.45K $56.3K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
11
+ 0.01%
$247 - $255
83.6K $1.92M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
10
New
$224 - $232
10 $230
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
6
+ 0.97%
$134 - $139
627 $14.4K
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
5
+ 0.86%
$112 - $116
589 $13.5K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3
+ 0.06%
$67.2 - $69.5
4.74K $109K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
3
+ 0.53%
$67.2 - $69.5
570 $13.1K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1
New
$22.4 - $23.2
1 $23
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-3
- 0.05%
$67.2 - $69.5
5.98K $137K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

SELL
 -
-7
- 0.07%
$157 - $162
10.4K $238K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-14
- 0.04%
$314 - $325
34.8K $800K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-17
- 0.6%
$381 - $394
2.8K $64.2K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

SELL
 -
-29
- 13.24%
$650 - $672
190 $4.36K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-137
- 19.49%
$3.07K - $3.18K
566 $13K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-195
- 3.11%
$4.37K - $4.52K
6.08K $140K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-257
- 2.8%
$5.76K - $5.96K
8.92K $205K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-345
- 56.74%
$7.73K - $8K
263 $6.04K
Aug 09, 2023 Q2 2023
M&T Bank Corp

SELL
 -
-430
- 0.78%
$9.64K - $9.97K
54.8K $1.26M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-430
- 1.08%
$9.64K - $9.97K
39.5K $908K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-516
- 2.48%
$11.6K - $12K
20.3K $465K
Jul 26, 2023 Q2 2023
Buttonwood Financial Group, LLC

SELL
 -
-557
- 5.1%
$12.5K - $12.9K
10.4K $238K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

SELL
 -
-657
- 4.19%
$14.7K - $15.2K
15K $345K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

SELL
 -
-756
- 3.27%
$16.9K - $17.5K
22.4K $514K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-912
- 3.41%
$20.4K - $21.1K
25.8K $593K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-926
- 1.5%
$20.8K - $21.5K
60.9K $1.4M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

SELL
 -
-942
- 0.92%
$21.1K - $21.8K
101K $2.32M
Jul 19, 2023 Q2 2023
Eastern Bank

SELL
 -
-979
- 0.61%
$21.9K - $22.7K
160K $3.67M
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-986
- 2.15%
$22.1K - $22.9K
44.9K $1.03M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-1.05K
- 7.63%
$23.6K - $24.4K
12.8K $293K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.25K
- 7.1%
$28.1K - $29K
16.4K $376K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-1.38K
- 78.79%
$30.9K - $31.9K
371 $8.52K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-1.62K
- 1.52%
$36.4K - $37.6K
105K $2.41M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.74K
- 6.01%
$39K - $40.3K
27.2K $625K
Jul 20, 2023 Q2 2023
Bailard, Inc.

SELL
 -
-1.8K
- 2.92%
$40.4K - $41.8K
60K $1.38M
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-1.88K
- 4.22%
$42.2K - $43.6K
42.6K $979K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-1.89K
- 13.07%
$42.4K - $43.9K
12.6K $289K
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-1.99K
- 6.72%
$44.7K - $46.2K
27.7K $636K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
SELL
 -
-2K
- 17.03%
$44.9K - $46.5K
9.77K $224K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-2.11K
- 3.67%
$47.2K - $48.9K
55.3K $1.27M
Jul 17, 2023 Q2 2023
Long Run Wealth Advisors, LLC

SELL
 -
-2.37K
- 2.63%
$53.2K - $55K
87.8K $2.02M
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-2.69K
- 19.58%
$60.3K - $62.3K
11K $254K
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-2.7K
- 21.98%
$60.5K - $62.6K
9.59K $220K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-2.79K
- 96.01%
$62.5K - $64.6K
116 $2.66K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-3.63K
- 3.75%
$81.3K - $84.1K
93.1K $2.14M

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