Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.28K+ 41.83% |
$136K - $143K
|
21.3K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.75K+ 3.57% |
$125K - $131K
|
167K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.75K+ 11.65% |
$125K - $131K
|
55.1K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.92K+ 5.28% |
$107K - $112K
|
98.2K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.62K+ 55.21% |
$100K - $106K
|
13K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.12K+ 12.37% |
$89.4K - $94K
|
37.4K
$858K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.4K+ 12.37% |
$73.8K - $77.6K
|
30.9K
$709K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.24K+ 949.27% |
$70.3K - $73.9K
|
3.58K
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.23KNew |
$70.2K - $73.8K
|
3.23K
$74.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.72K+ 8.46% |
$59K - $62.1K
|
34.8K
$800K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.3K+ 4.16% |
$50K - $52.5K
|
57.6K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.3K+ 5.86% |
$49.9K - $52.5K
|
41.5K
$953K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.21K+ 6.9% |
$48K - $50.4K
|
34.2K
$785K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.09K+ 23.44% |
$45.4K - $47.8K
|
11K
$253K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.04K+ 2.01% |
$44.2K - $46.5K
|
103K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.95K+ 6.59% |
$42.4K - $44.6K
|
31.6K
$725K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
1.93K+ 1.21% |
$41.9K - $44K
|
162K
$3.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$41.6K - $43.7K
|
1.92K
$43.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.79K+ 14.52% |
$38.9K - $40.9K
|
14.1K
$324K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.73K+ 6.23% |
$37.5K - $39.4K
|
29.4K
$675K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.6K+ 1.72% |
$34.6K - $36.4K
|
94.1K
$2.16M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.6K+ 1.72% |
$34.6K - $36.4K
|
94.1K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.34K+ 103.24% |
$29.1K - $30.6K
|
2.64K
$60.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.31K+ 2.91% |
$28.5K - $30K
|
46.4K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.28K+ 11.87% |
$27.8K - $29.3K
|
12.1K
$277K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 5.37% |
$26.1K - $27.4K
|
23.6K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.18K+ 2.41% |
$25.5K - $26.8K
|
50K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.14K+ 10.99% |
$24.8K - $26K
|
11.5K
$264K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.14K+ 0.92% |
$24.7K - $25.9K
|
124K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.1K+ 14.04% |
$23.9K - $25.1K
|
8.94K
$205K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
967+ 10.97% |
$21K - $22.1K
|
9.78K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
884+ 2.75% |
$19.2K - $20.2K
|
33K
$757K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
598+ 3.53% |
$13K - $13.7K
|
17.5K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
586+ 1.37% |
$12.7K - $13.4K
|
43.2K
$992K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
529+ 3.52% |
$11.5K - $12.1K
|
15.5K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
457+ 7.64% |
$9.93K - $10.4K
|
6.44K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
376New |
$8.17K - $8.58K
|
376
$8.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
375New |
$8.15K - $8.56K
|
375
$8.61K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
295+ 0.85% |
$6.41K - $6.73K
|
35.1K
$806K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
272+ 1.67% |
$5.91K - $6.21K
|
16.5K
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
241+ 0.41% |
$5.23K - $5.5K
|
58.8K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
208+ 8.49% |
$4.52K - $4.75K
|
2.66K
$61K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
207+ 0.82% |
$4.5K - $4.73K
|
25.4K
$582K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
132New |
$2.87K - $3.01K
|
132
$3.03K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
120+ 28.92% |
$2.61K - $2.74K
|
535
$12.3K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
103New |
$2.24K - $2.35K
|
103
$2.36K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
93+ 0.73% |
$2.02K - $2.12K
|
12.8K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 0.4% |
$1.35K - $1.42K
|
15.6K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
49+ 0.35% |
$1.06K - $1.12K
|
14K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 7.19% |
$891 - $936
|
611
$14K
|