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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
19+ 0.2% |
$413 - $434
|
9.73K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14+ 0.12% |
$304 - $320
|
11.6K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
12+ 0.08% |
$261 - $274
|
14.4K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 2.38% |
$217 - $228
|
431
$9.89K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 1.04% |
$217 - $228
|
974
$22.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.96% |
$130 - $137
|
633
$14.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 16.0% |
$86.9 - $91.3
|
29
$666
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.68% |
$86.9 - $91.3
|
593
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.02% |
$86.9 - $91.3
|
17.6K
$403K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.05% |
$43.4 - $45.7
|
192
$4.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.04% |
$21.7 - $22.8
|
97
$2.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$21.7 - $22.8
|
27.2K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-41- 0.07% |
$891 - $936
|
62.8K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 50.86% |
$1.28K - $1.35K
|
57
$1.31K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-63- 8.31% |
$1.37K - $1.44K
|
695
$16K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-67- 0.38% |
$1.46K - $1.53K
|
17.4K
$399K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-85- 0.82% |
$1.85K - $1.94K
|
10.3K
$236K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-145- 5.19% |
$3.15K - $3.31K
|
2.65K
$60.8K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-182- 1.45% |
$3.95K - $4.16K
|
12.4K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-215- 4.54% |
$4.67K - $4.91K
|
4.52K
$104K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-257- 0.89% |
$5.58K - $5.87K
|
28.5K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-260- 0.27% |
$5.65K - $5.94K
|
95.1K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-262- 1.74% |
$5.69K - $5.98K
|
14.8K
$339K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-275- 2.53% |
$5.97K - $6.28K
|
10.6K
$243K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-284- 1.74% |
$6.17K - $6.48K
|
16K
$368K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-286- 0.34% |
$6.21K - $6.53K
|
83.3K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 5.4% |
$7.12K - $7.49K
|
5.75K
$132K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-353- 7.97% |
$7.67K - $8.06K
|
4.07K
$93.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-382- 0.98% |
$8.3K - $8.72K
|
38.5K
$882K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-393- 2.88% |
$8.54K - $8.97K
|
13.2K
$304K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-474- 22.0% |
$10.3K - $10.8K
|
1.68K
$38.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-480- 2.14% |
$10.4K - $11K
|
21.9K
$503K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-601- 6.24% |
$13.1K - $13.7K
|
9.04K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-657- 0.09% |
$14.3K - $15K
|
717K
$16.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-752- 4.23% |
$16.3K - $17.2K
|
17K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-767- 5.45% |
$16.7K - $17.5K
|
13.3K
$306K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-775- 9.67% |
$16.8K - $17.7K
|
7.24K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-835- 3.24% |
$18.1K - $19.1K
|
25K
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-945- 4.13% |
$20.5K - $21.6K
|
21.9K
$503K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-948- 9.74% |
$20.6K - $21.6K
|
8.79K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-974- 3.05% |
$21.2K - $22.2K
|
31K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.1K- 8.21% |
$23.9K - $25.1K
|
12.3K
$282K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.36K- 10.14% |
$29.4K - $30.9K
|
12K
$276K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.8K- 4.54% |
$39K - $41K
|
37.7K
$866K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.81K- 9.98% |
$39.4K - $41.4K
|
16.4K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.83K- 4.99% |
$39.8K - $41.8K
|
34.9K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 9.43% |
$41.5K - $43.6K
|
18.3K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.2K- 8.73% |
$47.7K - $50.2K
|
23K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.3K- 21.7% |
$49.8K - $52.4K
|
8.28K
$190K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 3.29% |
$62.9K - $66.1K
|
84.9K
$1.95M
|