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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.4K+ 22.75% |
$283K - $313K
|
72.2K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 39.12% |
$280K - $310K
|
47.1K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2KNew |
$279K - $309K
|
13.2K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13K+ 81.77% |
$275K - $304K
|
28.9K
$660K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12.7K+ 10.68% |
$267K - $296K
|
131K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
11.6K+ 129.83% |
$245K - $271K
|
20.5K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 33.0% |
$238K - $264K
|
45.5K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 99.61% |
$233K - $258K
|
22.1K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.8KNew |
$229K - $253K
|
10.8K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.6KNew |
$224K - $248K
|
10.6K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 22.09% |
$222K - $246K
|
58.1K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$220K - $244K
|
10.4K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$219K - $243K
|
10.4K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$217K - $240K
|
10.3K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.3KNew |
$216K - $240K
|
10.3K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$216K - $239K
|
10.2K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.89K+ 242.86% |
$209K - $231K
|
14K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.82KNew |
$207K - $230K
|
9.82K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.65KNew |
$204K - $226K
|
9.65K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
9.51KNew |
$201K - $222K
|
9.51K
$217K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.37KNew |
$198K - $219K
|
9.37K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.23KNew |
$195K - $216K
|
9.23K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.14KNew |
$193K - $214K
|
9.14K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9KNew |
$190K - $210K
|
9K
$205K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
8.67K+ 4.41% |
$183K - $203K
|
205K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.84K+ 4.7% |
$165K - $183K
|
175K
$3.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.6KNew |
$160K - $178K
|
7.6K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.2K+ 6.68% |
$152K - $168K
|
115K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.13K+ 6.64% |
$150K - $167K
|
114K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 41.92% |
$150K - $166K
|
24K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.08K+ 37.49% |
$149K - $165K
|
25.9K
$592K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.95KNew |
$147K - $163K
|
6.95K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.63K+ 62.13% |
$140K - $155K
|
17.3K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.53K+ 19.8% |
$138K - $153K
|
39.5K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.17KNew |
$130K - $144K
|
6.17K
$141K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.07K+ 47.66% |
$128K - $142K
|
18.8K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6.02K+ 19.06% |
$127K - $141K
|
37.6K
$859K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.59K+ 14.55% |
$118K - $131K
|
44K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4KNew |
$114K - $126K
|
5.4K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.11K+ 20.46% |
$108K - $119K
|
30.1K
$687K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
5.05K+ 4.06% |
$107K - $118K
|
129K
$2.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.03K+ 14.44% |
$106K - $118K
|
39.9K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 1351.48% |
$106K - $117K
|
5.39K
$123K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.8K+ 11.46% |
$101K - $112K
|
46.6K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.43K+ 123.84% |
$93.5K - $104K
|
8.01K
$183K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.32KNew |
$91.1K - $101K
|
4.32K
$98.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.25K+ 9.78% |
$89.6K - $99.2K
|
47.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.95K+ 9.8% |
$83.4K - $92.4K
|
44.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.92K+ 23.77% |
$82.8K - $91.7K
|
20.4K
$466K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.57K+ 14.09% |
$75.4K - $83.6K
|
28.9K
$661K
|