Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
609K+ 47.23% |
$16.5M - $16.9M
|
1.9M
$43.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
309K+ 120.37% |
$8.4M - $8.61M
|
567K
$12.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
270KNew |
$7.33M - $7.52M
|
270K
$6.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
242KNew |
$6.57M - $6.73M
|
242K
$5.49M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
173KNew |
$4.69M - $4.81M
|
173K
$3.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
115K+ 42.85% |
$3.12M - $3.2M
|
383K
$8.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
114KNew |
$3.08M - $3.16M
|
114K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
113K+ 61.78% |
$3.06M - $3.14M
|
295K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 194.8% |
$2.78M - $2.85M
|
155K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
102K+ 1282.32% |
$2.77M - $2.84M
|
110K
$2.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
96.8KNew |
$2.63M - $2.69M
|
96.8K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
88.9K+ 796.35% |
$2.41M - $2.47M
|
100K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
85K+ 30.71% |
$2.31M - $2.36M
|
362K
$8.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
80.4K+ 16.9% |
$2.18M - $2.24M
|
556K
$12.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79KNew |
$2.15M - $2.2M
|
79K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.1K+ 341.33% |
$1.98M - $2.03M
|
94.5K
$2.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
51.1KNew |
$1.39M - $1.42M
|
51.1K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
46.2KNew |
$1.25M - $1.29M
|
46.2K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.3K+ 22.59% |
$1.2M - $1.23M
|
240K
$5.46M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
43.3KNew |
$1.17M - $1.2M
|
43.3K
$982K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.9KNew |
$1M - $1.03M
|
36.9K
$838K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.4K+ 8840.25% |
$960K - $984K
|
35.8K
$812K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$860K - $882K
|
31.7K
$720K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
29K+ 36.87% |
$788K - $808K
|
108K
$2.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
27.1KNew |
$736K - $755K
|
27.1K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.8K+ 7.21% |
$700K - $717K
|
383K
$8.7M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
25.2K+ 10.3% |
$683K - $700K
|
270K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
24.1K+ 7.82% |
$654K - $671K
|
332K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.9K+ 13.81% |
$649K - $666K
|
197K
$4.48M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
19.9K+ 426.09% |
$541K - $555K
|
24.6K
$559K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.8K+ 156.68% |
$536K - $550K
|
32.4K
$735K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
19.6KNew |
$532K - $546K
|
19.6K
$445K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 29.13% |
$501K - $514K
|
81.8K
$1.86M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.8KNew |
$482K - $494K
|
17.8K
$403K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
15.3KNew |
$415K - $426K
|
15.3K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
13.7K+ 84.22% |
$371K - $380K
|
29.9K
$679K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.1KNew |
$356K - $365K
|
13.1K
$298K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$324K - $332K
|
11.9K
$271K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.4KNew |
$310K - $318K
|
11.4K
$259K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
11KNew |
$299K - $307K
|
11K
$250K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.54KNew |
$259K - $265K
|
9.54K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.59K+ 11.83% |
$233K - $239K
|
81.2K
$1.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.55K+ 21.21% |
$232K - $238K
|
48.9K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.28K+ 5.33% |
$225K - $230K
|
164K
$3.71M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.89KNew |
$214K - $220K
|
7.89K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.86K+ 13.68% |
$213K - $219K
|
65.3K
$1.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
6.17K+ 55.03% |
$168K - $172K
|
17.4K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.16K+ 42.21% |
$167K - $171K
|
20.8K
$471K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.5K+ 39.31% |
$149K - $153K
|
19.5K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.5K+ 11.42% |
$149K - $153K
|
53.6K
$1.22M
|