Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.73M
+ 57.95%
$80.9M - $85.1M
10.2M $233M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
2.08M
New
$45.3M - $47.6M
2.08M $47.8M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
946K
+ 95.93%
$20.5M - $21.6M
1.93M $44.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
355K
+ 66.03%
$7.71M - $8.1M
892K $20.5M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
276K
+ 1413.26%
$5.99M - $6.29M
295K $6.77M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
150K
+ 10.28%
$3.27M - $3.43M
1.61M $37M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
130K
+ 21.5%
$2.83M - $2.97M
735K $16.9M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
120K
+ 19.91%
$2.6M - $2.73M
721K $16.5M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
112K
+ 782.13%
$2.44M - $2.56M
126K $2.9M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
108K
New
$2.34M - $2.46M
108K $2.47M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
56.6K
+ 107.36%
$1.23M - $1.29M
109K $2.51M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
46.3K
+ 6.02%
$1.01M - $1.06M
815K $18.7M
Nov 13, 2023 Q3 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
40.9K
+ 5.46%
$889K - $934K
791K $18.2M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
33.6K
New
$729K - $766K
33.6K $770K
Nov 08, 2023 Q3 2023
Payden & Rygel Investment Group

Los Angeles, CA
BUY
 -
30.7K
New
$667K - $701K
30.7K $704K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
29.4K
New
$639K - $671K
29.4K $675K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
27.7K
New
$601K - $632K
27.7K $635K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
23.8K
+ 6.4%
$518K - $544K
396K $9.09M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
22.7K
+ 55.06%
$493K - $518K
63.9K $1.47M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
22.2K
+ 14.08%
$483K - $508K
180K $4.13M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
20.3K
+ 10.23%
$440K - $462K
218K $5.01M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
19.4K
+ 27.47%
$422K - $444K
90.2K $2.07M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
19K
+ 128.08%
$413K - $434K
33.9K $777K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
18.9K
New
$410K - $431K
18.9K $433K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
17.7K
+ 3.04%
$384K - $404K
600K $13.8M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
16.9K
New
$368K - $387K
16.9K $389K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
16.4K
+ 61.03%
$357K - $375K
43.4K $996K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
15.9K
+ 17.56%
$346K - $363K
107K $2.44M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
15.7K
+ 17.63%
$342K - $359K
105K $2.41M
Oct 10, 2023 Q3 2023
Impac Tfolio, LLC

BUY
 -
15.5K
+ 4.95%
$336K - $353K
328K $7.53M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
15.4K
New
$335K - $352K
15.4K $354K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
14.9K
New
$325K - $341K
14.9K $343K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
14.8K
+ 11.66%
$321K - $338K
142K $3.25M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
14.2K
+ 32.29%
$308K - $324K
58.1K $1.33M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
14K
+ 42.04%
$303K - $319K
47.2K $1.08M
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

BUY
 -
13.5K
+ 47.39%
$292K - $307K
41.8K $960K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
12.9K
+ 10.46%
$279K - $293K
136K $3.11M
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
10.7K
New
$232K - $244K
10.7K $245K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
10.6K
+ 64.8%
$230K - $242K
27K $619K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.3K
New
$225K - $236K
10.3K $237K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.3K
New
$224K - $236K
10.3K $237K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
10.3K
+ 5.96%
$224K - $235K
183K $4.21M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
10.2K
+ 28.6%
$221K - $233K
45.8K $1.05M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
10K
+ 1.56%
$217K - $229K
652K $15M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
9.32K
New
$202K - $213K
9.32K $214K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
8.2K
+ 8.8%
$178K - $187K
101K $2.32M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
7.21K
+ 19.63%
$157K - $165K
43.9K $1.01M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.67K
New
$145K - $152K
6.67K $153K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
6.67K
+ 10.94%
$145K - $152K
67.6K $1.55M

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