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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 21.8% |
$67.1K - $70.5K
|
11.1K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.16K- 1.04% |
$68.6K - $72.1K
|
301K
$6.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.27K- 17.06% |
$71.1K - $74.7K
|
15.9K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.3K- 29.86% |
$71.7K - $75.3K
|
7.75K
$178K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.47K- 2.84% |
$75.4K - $79.3K
|
119K
$2.72M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.76K- 6.86% |
$81.7K - $85.9K
|
51.1K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.93K- 19.18% |
$85.3K - $89.7K
|
16.6K
$380K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.97K- 21.58% |
$86.2K - $90.6K
|
14.4K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.11K- 3.69% |
$89.2K - $93.8K
|
107K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.33K- 24.67% |
$94K - $98.9K
|
13.2K
$304K
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$106K - $111K
|
30.7K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.67K- 46.49% |
$123K - $129K
|
6.52K
$150K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6K- 11.2% |
$130K - $137K
|
47.6K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.03K- 13.02% |
$131K - $138K
|
40.3K
$925K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8K- 15.71% |
$174K - $183K
|
42.9K
$985K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 26.74% |
$178K - $187K
|
22.4K
$515K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.71K- 37.17% |
$211K - $222K
|
16.4K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-10.2K- 17.01% |
$222K - $233K
|
49.8K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.5K- 18.04% |
$249K - $262K
|
52.1K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 27.76% |
$288K - $303K
|
34.6K
$793K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 7.4% |
$313K - $329K
|
180K
$4.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-18.3K- 40.76% |
$398K - $418K
|
26.6K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-21.3K- 20.32% |
$463K - $487K
|
83.6K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.3K- 20.85% |
$485K - $510K
|
84.7K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-26.6K- 4.04% |
$578K - $608K
|
632K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.7K- 10.83% |
$775K - $815K
|
294K
$6.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-59.6K- 12.27% |
$1.29M - $1.36M
|
426K
$9.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.3K- 14.89% |
$1.33M - $1.4M
|
350K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-95.2K- 70.82% |
$2.07M - $2.17M
|
39.2K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-426K- 80.6% |
$9.25M - $9.72M
|
102K
$2.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-613K- 28.88% |
$13.3M - $14M
|
1.51M
$34.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.96M- 33.43% |
$64.2M - $67.5M
|
5.89M
$135M
|