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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14+ 0.62% |
$296 - $323
|
2.28K
$52.2K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.06% |
$169 - $184
|
13.2K
$302K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.15% |
$148 - $161
|
617
$14.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 1.16% |
$106 - $115
|
437
$10K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-41- 0.32% |
$867 - $945
|
12.6K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-98- 0.54% |
$2.07K - $2.26K
|
18K
$414K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-113- 0.3% |
$2.39K - $2.61K
|
37K
$850K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-147- 1.58% |
$3.11K - $3.39K
|
9.17K
$210K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-240- 31.66% |
$5.08K - $5.53K
|
518
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-324- 0.41% |
$6.85K - $7.47K
|
78.9K
$1.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-329- 4.07% |
$6.96K - $7.59K
|
7.76K
$178K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-389- 3.29% |
$8.23K - $8.97K
|
11.4K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-545- 3.98% |
$11.5K - $12.6K
|
13.1K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-647- 6.24% |
$13.7K - $14.9K
|
9.72K
$223K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-674- 3.09% |
$14.3K - $15.5K
|
21.1K
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-728- 3.06% |
$15.4K - $16.8K
|
23K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-745- 2.16% |
$15.8K - $17.2K
|
33.8K
$775K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-748- 42.02% |
$15.8K - $17.2K
|
1.03K
$23.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-771- 4.65% |
$16.3K - $17.8K
|
15.8K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-959- 3.44% |
$20.3K - $22.1K
|
26.9K
$618K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-991- 72.6% |
$21K - $22.9K
|
374
$8.58K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 9.83% |
$22.3K - $24.3K
|
9.66K
$222K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.07K- 3.48% |
$22.6K - $24.6K
|
29.6K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.17K- 11.62% |
$24.8K - $27K
|
8.92K
$205K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.26K- 8.91% |
$26.6K - $29.1K
|
12.9K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.27K- 1.39% |
$26.9K - $29.3K
|
90.4K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.41K- 11.81% |
$29.7K - $32.4K
|
10.5K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.56K- 2.42% |
$33K - $36K
|
63.1K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.77K- 3.84% |
$37.4K - $40.7K
|
44.2K
$1.01M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.89K- 33.42% |
$39.9K - $43.5K
|
3.76K
$86.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.95K- 14.23% |
$41.2K - $45K
|
11.8K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.05K- 8.13% |
$43.3K - $47.2K
|
23.1K
$531K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 22.25% |
$43.7K - $47.6K
|
7.22K
$166K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.37K- 15.64% |
$50.2K - $54.7K
|
12.8K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.54K- 37.58% |
$53.8K - $58.6K
|
4.22K
$96.9K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-3.4K- 25.29% |
$71.9K - $78.4K
|
10K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.7K- 1.47% |
$78.2K - $85.3K
|
248K
$5.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.99K- 4.56% |
$84.5K - $92.1K
|
83.6K
$1.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-4.03K- 2.46% |
$85.3K - $93K
|
160K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.08K- 3.75% |
$86.2K - $94K
|
105K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.1K- 27.42% |
$86.6K - $94.4K
|
10.8K
$249K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.97K- 23.97% |
$105K - $115K
|
15.8K
$362K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-4.99K- 1.6% |
$106K - $115K
|
308K
$7.07M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 11.32% |
$115K - $125K
|
42.5K
$975K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.43K- 99.41% |
$157K - $171K
|
44
$1.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-9K- 22.67% |
$190K - $208K
|
30.7K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.3K- 18.45% |
$197K - $214K
|
41.1K
$943K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.73K- 4.68% |
$206K - $224K
|
198K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.77K- 23.51% |
$207K - $225K
|
31.8K
$729K
|