Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
366New |
$7.92K - $8.75K
|
366
$8.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
333New |
$7.21K - $7.97K
|
333
$7.61K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
214+ 2.02% |
$4.63K - $5.12K
|
10.8K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
207+ 0.5% |
$4.48K - $4.95K
|
41.5K
$949K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.33K - $4.78K
|
200
$4.57K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$4.22K - $4.66K
|
195
$4.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
173+ 1.53% |
$3.74K - $4.14K
|
11.5K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
150+ 1.55% |
$3.25K - $3.59K
|
9.83K
$224K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
122+ 128.42% |
$2.64K - $2.92K
|
217
$4.96K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
114+ 9.11% |
$2.47K - $2.73K
|
1.37K
$31.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
99+ 0.36% |
$2.14K - $2.37K
|
27.9K
$637K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
70+ 0.72% |
$1.51K - $1.67K
|
9.79K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.45% |
$1.49K - $1.65K
|
15.3K
$349K
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
56+ 0.02% |
$1.21K - $1.34K
|
313K
$7.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 0.26% |
$931 - $1.03K
|
16.6K
$379K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.68% |
$368 - $407
|
2.53K
$57.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8+ 0.95% |
$173 - $191
|
850
$19.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$86.6 - $95.7
|
610
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$21.6 - $23.9
|
211
$4.82K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.06% |
$21.6 - $23.9
|
95
$2.17K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.49% |
$21.6 - $23.9
|
205
$4.68K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-7- 0.03% |
$151 - $167
|
20.7K
$473K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7- 0.07% |
$151 - $167
|
10.1K
$230K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9- 0.13% |
$195 - $215
|
6.8K
$155K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-51- 0.37% |
$1.1K - $1.22K
|
13.7K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-130- 0.85% |
$2.81K - $3.11K
|
15.2K
$347K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-147- 1.03% |
$3.18K - $3.52K
|
14.1K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-233- 1.92% |
$5.04K - $5.57K
|
11.9K
$272K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-463- 7.12% |
$10K - $11.1K
|
6.04K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-562- 5.71% |
$12.2K - $13.4K
|
9.29K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-724- 1.02% |
$15.7K - $17.3K
|
70.4K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-784- 4.22% |
$17K - $18.8K
|
17.8K
$406K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 3.76% |
$26.2K - $29K
|
31.1K
$709K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 5.81% |
$26.6K - $29.3K
|
19.9K
$454K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 0.8% |
$36.1K - $39.9K
|
208K
$4.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.63K- 7.07% |
$56.9K - $62.9K
|
34.5K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.7K- 15.46% |
$80.1K - $88.5K
|
20.2K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.17K- 1.36% |
$90.3K - $99.8K
|
303K
$6.91M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-4.18K- 23.71% |
$90.5K - $100K
|
13.4K
$307K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.91K- 27.96% |
$106K - $117K
|
12.6K
$289K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.1K- 8.83% |
$110K - $122K
|
52.7K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.74K- 24.87% |
$124K - $137K
|
17.3K
$396K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.24K- 12.56% |
$157K - $173K
|
50.4K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.12K- 72.3% |
$197K - $218K
|
3.49K
$79.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.13K- 8.05% |
$198K - $218K
|
104K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-9.42K- 12.96% |
$204K - $225K
|
63.3K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.83K- 25.98% |
$213K - $235K
|
28K
$640K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-11.5K- 11.56% |
$248K - $274K
|
87.6K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11.7K- 95.45% |
$254K - $281K
|
560
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-14.8K- 3.93% |
$320K - $354K
|
362K
$8.27M
|