Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
706K+ 11.99% |
$14.9M - $16.5M
|
6.6M
$157M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
564KNew |
$11.9M - $13.2M
|
564K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
301K+ 14.43% |
$6.35M - $7.03M
|
2.38M
$56.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
248K+ 12.86% |
$5.24M - $5.8M
|
2.18M
$52M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
229KNew |
$4.84M - $5.36M
|
229K
$5.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
205KNew |
$4.34M - $4.8M
|
205K
$4.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
175K+ 10.86% |
$3.7M - $4.1M
|
1.79M
$42.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
145K+ 114.8% |
$3.06M - $3.39M
|
272K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
144K+ 367.58% |
$3.04M - $3.37M
|
183K
$4.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
141KNew |
$2.98M - $3.3M
|
141K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 44.18% |
$2.81M - $3.11M
|
434K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
110K+ 172.85% |
$2.33M - $2.58M
|
174K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
104KNew |
$2.21M - $2.44M
|
104K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.2K+ 15.21% |
$2.09M - $2.32M
|
751K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
92.7KNew |
$1.96M - $2.17M
|
92.7K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
78.3K+ 266.2% |
$1.65M - $1.83M
|
108K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
71.8K+ 9.77% |
$1.52M - $1.68M
|
807K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.6K+ 29.14% |
$1.34M - $1.49M
|
282K
$6.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
46.8K+ 10.99% |
$988K - $1.09M
|
473K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
45.7K+ 5.78% |
$965K - $1.07M
|
837K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.4K+ 12.95% |
$958K - $1.06M
|
396K
$9.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
39.1K+ 540.16% |
$826K - $915K
|
46.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37.7KNew |
$795K - $880K
|
37.7K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.3K+ 20.73% |
$788K - $873K
|
217K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
35.7K+ 33.53% |
$754K - $835K
|
142K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
30.3KNew |
$639K - $708K
|
30.3K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
29K+ 11.38% |
$612K - $677K
|
284K
$6.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 16.01% |
$608K - $674K
|
209K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28.1KNew |
$592K - $656K
|
28.1K
$669K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
27.4KNew |
$579K - $641K
|
27.4K
$654K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$541K - $599K
|
25.6K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.1K+ 42.4% |
$467K - $517K
|
74.3K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 20.34% |
$422K - $467K
|
118K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
19.8KNew |
$418K - $463K
|
19.8K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.1KNew |
$402K - $446K
|
19.1K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.9K+ 6.43% |
$399K - $442K
|
313K
$7.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 13.6% |
$390K - $432K
|
154K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.2K+ 2.23% |
$385K - $426K
|
833K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
17.1K+ 2.85% |
$361K - $399K
|
617K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 29.52% |
$359K - $398K
|
74.6K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
16.4KNew |
$345K - $383K
|
16.4K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.6K+ 41.65% |
$329K - $364K
|
53K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.5K+ 15.05% |
$328K - $363K
|
119K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.7K+ 35.37% |
$310K - $343K
|
56.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
14.7K+ 63.79% |
$310K - $343K
|
37.7K
$898K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 65.29% |
$309K - $343K
|
37.1K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 9.97% |
$298K - $330K
|
156K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$297K - $328K
|
14K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$287K - $317K
|
13.6K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.4K+ 22.75% |
$283K - $313K
|
72.2K
$1.72M
|