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 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.49K+ 21.28% |
$73.7K - $81.6K
|
19.9K
$454K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
3.47K+ 2.15% |
$73.3K - $81.2K
|
165K
$3.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.45K+ 7.43% |
$72.9K - $80.7K
|
49.9K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
3.33K+ 20.11% |
$70.2K - $77.8K
|
19.9K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3KNew |
$63.3K - $70.1K
|
3K
$68.5K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.97K+ 3.15% |
$62.7K - $69.4K
|
97.1K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.97K+ 3.15% |
$62.7K - $69.4K
|
97.1K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.85K+ 3.0% |
$60.2K - $66.7K
|
97.9K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 1.34% |
$52K - $57.6K
|
186K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
2.4K+ 2.67% |
$50.7K - $56.2K
|
92.6K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 16.42% |
$50K - $55.3K
|
16.8K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.31K+ 40.23% |
$48.8K - $54.1K
|
8.06K
$184K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23K+ 25.35% |
$47K - $52.1K
|
11K
$251K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.21K+ 174.07% |
$46.6K - $51.6K
|
3.48K
$79.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.19KNew |
$46.2K - $51.2K
|
2.19K
$50K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 9.98% |
$46.2K - $51.2K
|
24.1K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.03K+ 5.77% |
$42.8K - $47.4K
|
37.1K
$848K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.01KNew |
$42.4K - $46.9K
|
2.01K
$45.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2K+ 9.39% |
$42.2K - $46.8K
|
23.3K
$532K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.78K+ 5.11% |
$37.6K - $41.6K
|
36.6K
$836K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 1605.83% |
$34.9K - $38.7K
|
1.76K
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 12.9% |
$28.1K - $31.2K
|
11.7K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.28K+ 19.14% |
$26.9K - $29.8K
|
7.94K
$181K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.24K+ 7.99% |
$26.2K - $29K
|
16.8K
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.22% |
$25.8K - $28.6K
|
56.3K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.05K+ 6.83% |
$22.2K - $24.6K
|
16.5K
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.01K+ 2.02% |
$21.3K - $23.6K
|
51K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
850New |
$17.9K - $19.9K
|
850
$19.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
838+ 6.34% |
$17.7K - $19.6K
|
14.1K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
730+ 6.88% |
$15.4K - $17.1K
|
11.3K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
690+ 3.94% |
$14.6K - $16.1K
|
18.2K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
665+ 39.56% |
$14K - $15.5K
|
2.35K
$53.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
638New |
$13.5K - $14.9K
|
638
$14.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
590+ 2.07% |
$12.5K - $13.8K
|
29.1K
$664K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
567+ 6.85% |
$12K - $13.3K
|
8.85K
$202K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
530+ 5.69% |
$11.2K - $12.4K
|
9.85K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
512New |
$10.8K - $12K
|
512
$11.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
457+ 10.11% |
$9.65K - $10.7K
|
4.98K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
439+ 4.06% |
$9.27K - $10.3K
|
11.3K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
434New |
$9.16K - $10.1K
|
434
$9.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
421+ 2.4% |
$8.89K - $9.84K
|
18K
$411K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
411+ 3.73% |
$8.68K - $9.61K
|
11.4K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
405+ 2.75% |
$8.55K - $9.47K
|
15.2K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
401New |
$8.47K - $9.38K
|
401
$9.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
367+ 2.82% |
$7.75K - $8.58K
|
13.4K
$305K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
366+ 1.79% |
$7.73K - $8.56K
|
20.9K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
362+ 2.72% |
$7.64K - $8.46K
|
13.7K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
337+ 12.71% |
$7.11K - $7.88K
|
2.99K
$68.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
292New |
$6.16K - $6.83K
|
292
$6.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
282+ 0.91% |
$5.95K - $6.59K
|
31.3K
$714K
|