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 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.63K- 3.75% |
$81.3K - $84.1K
|
93.1K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.77K- 3.28% |
$84.5K - $87.4K
|
111K
$2.53M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.16K- 1.18% |
$93.3K - $96.5K
|
348K
$7.91M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.49K- 35.89% |
$101K - $104K
|
8.02K
$182K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 20.41% |
$118K - $122K
|
20.5K
$465K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.31K- 23.23% |
$119K - $123K
|
17.6K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.57K- 1.47% |
$125K - $129K
|
372K
$8.45M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.64K- 27.31% |
$126K - $131K
|
15K
$341K
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-6.12K- 1.92% |
$137K - $142K
|
313K
$7.1M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.18K- 12.04% |
$138K - $143K
|
45.1K
$1.02M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.31K- 19.45% |
$141K - $146K
|
26.1K
$593K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.5K- 6.39% |
$146K - $151K
|
95.3K
$2.16M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.56K- 1.24% |
$169K - $175K
|
601K
$13.6M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.65K- 45.97% |
$171K - $177K
|
8.99K
$204K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.93K- 42.86% |
$178K - $184K
|
10.6K
$240K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8K- 16.25% |
$179K - $185K
|
41.2K
$936K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9K- 98.9% |
$202K - $209K
|
100
$2.27K
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-12.2K- 9.07% |
$273K - $282K
|
122K
$2.77M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-18.5K- 22.71% |
$414K - $428K
|
62.9K
$1.43M
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-21.7K- 68.21% |
$486K - $502K
|
10.1K
$229K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.1K- 19.58% |
$584K - $604K
|
107K
$2.43M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-34.1K- 39.31% |
$765K - $791K
|
52.7K
$1.2M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-43.3K- 2.0% |
$970K - $1M
|
2.12M
$48.2M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-46.3K- 5.68% |
$1.04M - $1.07M
|
769K
$17.5M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.2K- 21.45% |
$1.06M - $1.09M
|
173K
$3.93M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61.1K- 93.25% |
$1.37M - $1.42M
|
4.43K
$101K
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-323K- 84.64% |
$7.24M - $7.49M
|
58.6K
$1.33M
|