Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73M+ 1136.95% |
$67.6M - $74M
|
2.97M
$67.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
243K+ 12.83% |
$6.02M - $6.59M
|
2.14M
$48.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223K+ 394.05% |
$5.51M - $6.03M
|
279K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
216K+ 38.13% |
$5.34M - $5.85M
|
783K
$17.7M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 560.68% |
$2.88M - $3.15M
|
137K
$3.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
113K+ 503.3% |
$2.81M - $3.07M
|
136K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
104K+ 35.18% |
$2.57M - $2.81M
|
399K
$9.05M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
92.9KNew |
$2.3M - $2.51M
|
92.9K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91.3KNew |
$2.26M - $2.47M
|
91.3K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.9KNew |
$1.28M - $1.4M
|
51.9K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51.1KNew |
$1.26M - $1.38M
|
51.1K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
46.9KNew |
$1.16M - $1.27M
|
46.9K
$1.06M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
46.3KNew |
$1.14M - $1.25M
|
46.3K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.2K+ 239.52% |
$1.14M - $1.25M
|
65.5K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.9KNew |
$1.11M - $1.22M
|
44.9K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
39.5KNew |
$976K - $1.07M
|
39.5K
$895K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.2K+ 525.12% |
$869K - $951K
|
41.9K
$949K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.4K+ 22.21% |
$850K - $930K
|
189K
$4.29M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.2K+ 119.39% |
$797K - $872K
|
59.2K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.9K+ 10.79% |
$764K - $835K
|
317K
$7.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30.7KNew |
$759K - $831K
|
30.7K
$696K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
29.4K+ 8.14% |
$728K - $796K
|
391K
$8.87M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27.3K+ 6013.0% |
$675K - $739K
|
27.8K
$629K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.4KNew |
$602K - $659K
|
24.4K
$552K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 6.13% |
$581K - $636K
|
407K
$9.22M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.9KNew |
$542K - $593K
|
21.9K
$497K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.8K+ 23.1% |
$540K - $591K
|
116K
$2.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$525K - $574K
|
21.2K
$481K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.9KNew |
$491K - $537K
|
19.9K
$450K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 8.82% |
$430K - $470K
|
215K
$4.87M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.6K+ 100.71% |
$410K - $449K
|
33.1K
$750K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
16.5K+ 18.71% |
$408K - $447K
|
105K
$2.38M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 62.72% |
$387K - $423K
|
40.6K
$920K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.2KNew |
$376K - $411K
|
15.2K
$345K
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
15K+ 5.54% |
$370K - $405K
|
285K
$6.47M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.8K+ 3.86% |
$366K - $400K
|
398K
$9.03M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$364K - $398K
|
14.7K
$334K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.1KNew |
$348K - $380K
|
14.1K
$319K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13.7K+ 50.64% |
$340K - $372K
|
40.9K
$927K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$340K - $372K
|
13.7K
$312K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.5K+ 41.74% |
$334K - $366K
|
45.9K
$1.04M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
13KNew |
$321K - $351K
|
13K
$294K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 12.98% |
$311K - $340K
|
109K
$2.48M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.3K+ 57.92% |
$279K - $306K
|
30.8K
$698K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 30.38% |
$277K - $303K
|
48.1K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 85.66% |
$260K - $284K
|
22.8K
$516K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
10.3K+ 113.77% |
$254K - $278K
|
19.3K
$437K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10KNew |
$249K - $272K
|
10K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 4.54% |
$240K - $263K
|
224K
$5.08M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.7KNew |
$240K - $263K
|
9.7K
$220K
|