Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.7K+ 7.02% |
$78.2K - $85.3K
|
56.4K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.58K+ 100.0% |
$75.6K - $82.5K
|
7.15K
$164K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.54K+ 1814.87% |
$74.8K - $81.6K
|
3.73K
$85.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.52KNew |
$74.3K - $81.1K
|
3.52K
$80.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 35.48% |
$71.1K - $77.5K
|
12.8K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1K+ 122.72% |
$65.6K - $71.5K
|
5.63K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.9KNew |
$61.4K - $67K
|
2.9K
$66.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.66K+ 3.63% |
$56.3K - $61.4K
|
75.9K
$1.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.65K+ 5.58% |
$56.1K - $61.2K
|
50.2K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 7.71% |
$50.9K - $55.5K
|
33.6K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.19K+ 20.73% |
$46.2K - $50.4K
|
12.7K
$292K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.02K+ 10.11% |
$42.8K - $46.7K
|
22K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 1.72% |
$42.2K - $46K
|
118K
$2.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 13.39% |
$35.6K - $38.8K
|
14.3K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.68K+ 27.29% |
$35.5K - $38.7K
|
7.84K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.6K+ 1.47% |
$33.9K - $37K
|
110K
$2.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.5K+ 1.44% |
$31.7K - $34.6K
|
106K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 7.44% |
$31.3K - $34.2K
|
21.4K
$491K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 6.09% |
$28.6K - $31.1K
|
23.5K
$540K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.34K+ 6.25% |
$28.4K - $30.9K
|
22.8K
$523K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.34K+ 10.39% |
$28.3K - $30.8K
|
14.2K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.21K+ 3.89% |
$25.6K - $27.9K
|
32.3K
$740K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 3.57% |
$22.9K - $24.9K
|
31.4K
$720K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 3.19% |
$21.4K - $23.3K
|
32.7K
$750K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
914New |
$19.3K - $21.1K
|
914
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
913New |
$19.3K - $21.1K
|
913
$21K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
797New |
$16.9K - $18.4K
|
797
$18.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
654+ 5.85% |
$13.8K - $15.1K
|
11.8K
$272K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
585+ 3.68% |
$12.4K - $13.5K
|
16.5K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
546New |
$11.5K - $12.6K
|
546
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
518New |
$11K - $11.9K
|
518
$11.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
503+ 4.47% |
$10.6K - $11.6K
|
11.8K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
449+ 2.07% |
$9.5K - $10.4K
|
22.1K
$508K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
370+ 1.83% |
$7.83K - $8.53K
|
20.6K
$473K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
358New |
$7.57K - $8.26K
|
358
$8.22K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
237+ 0.53% |
$5.01K - $5.47K
|
45.2K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
230+ 66.86% |
$4.86K - $5.3K
|
574
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$4.76K - $5.19K
|
225
$5.16K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198+ 0.26% |
$4.19K - $4.57K
|
76.9K
$1.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
185+ 1.38% |
$3.91K - $4.27K
|
13.6K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
123+ 4.75% |
$2.6K - $2.84K
|
2.72K
$62.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
110+ 1.12% |
$2.33K - $2.54K
|
9.9K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
106New |
$2.24K - $2.44K
|
106
$2.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
83+ 0.14% |
$1.76K - $1.91K
|
58.1K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 29.76% |
$1.29K - $1.41K
|
266
$6.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59+ 3.13% |
$1.25K - $1.36K
|
1.95K
$44.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 0.78% |
$1.12K - $1.22K
|
6.85K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 0.52% |
$825 - $899
|
7.6K
$174K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
35New |
$740 - $807
|
35
$803
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
17+ 0.17% |
$360 - $392
|
10.1K
$231K
|