Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.7K+ 8.78% |
$83.9K - $93.2K
|
45.8K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 3.34% |
$82.8K - $92K
|
113K
$2.62M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.52K+ 21.61% |
$79.8K - $88.6K
|
19.8K
$458K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.51K+ 38.43% |
$79.5K - $88.3K
|
12.6K
$292K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.37K+ 25.98% |
$76.5K - $85K
|
16.4K
$379K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.36K+ 17.42% |
$76.2K - $84.6K
|
22.6K
$524K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.31K+ 38.12% |
$75.1K - $83.4K
|
12K
$278K
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.21K+ 11.0% |
$72.9K - $80.9K
|
32.4K
$751K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.71K+ 13.92% |
$61.3K - $68.1K
|
22.1K
$513K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.54K+ 26.46% |
$57.6K - $63.9K
|
12.1K
$281K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.49K+ 49.96% |
$56.4K - $62.6K
|
7.47K
$173K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
2.42KNew |
$54.9K - $61K
|
2.42K
$56K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.08K+ 47.17% |
$47.3K - $52.5K
|
6.5K
$151K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.95KNew |
$44.1K - $49K
|
1.95K
$45.1K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.9K+ 13.8% |
$43.2K - $47.9K
|
15.7K
$363K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.79K+ 3.19% |
$40.6K - $45.1K
|
57.8K
$1.34M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.47K+ 3.35% |
$33.4K - $37.1K
|
45.4K
$1.05M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.38K+ 4.84% |
$31.3K - $34.8K
|
29.9K
$693K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 19.39% |
$29.4K - $32.7K
|
7.99K
$185K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 12.64% |
$28.8K - $32K
|
11.3K
$263K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$27.1K - $30.1K
|
1.19K
$27.7K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 2.63% |
$23.8K - $26.4K
|
40.9K
$948K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
927New |
$21K - $23.4K
|
927
$21.5K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
869+ 24.13% |
$19.7K - $21.9K
|
4.47K
$104K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
522+ 4.43% |
$11.8K - $13.1K
|
12.3K
$285K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
491+ 5.25% |
$11.1K - $12.4K
|
9.85K
$228K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
439+ 1.6% |
$9.96K - $11.1K
|
27.8K
$644K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
417+ 50.0% |
$9.46K - $10.5K
|
1.25K
$29K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
414New |
$9.39K - $10.4K
|
414
$9.59K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
327New |
$7.42K - $8.24K
|
327
$7.57K
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
301+ 3.2% |
$6.83K - $7.58K
|
9.72K
$225K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
291+ 13.12% |
$6.6K - $7.33K
|
2.51K
$58.1K
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
BUY
|
- |
138+ 0.79% |
$3.13K - $3.48K
|
17.6K
$408K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 20.52% |
$2.34K - $2.59K
|
605
$14K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89+ 7.14% |
$2.02K - $2.24K
|
1.34K
$30.9K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
41+ 1.85% |
$930 - $1.03K
|
2.26K
$52.4K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 0.21% |
$794 - $882
|
16.5K
$383K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
32New |
$726 - $806
|
32
$741
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25+ 0.26% |
$567 - $630
|
9.73K
$225K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
21+ 0.15% |
$476 - $529
|
13.8K
$319K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
15+ 0.12% |
$340 - $378
|
13K
$302K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 5.0% |
$227 - $252
|
210
$4.86K
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
8+ 0.08% |
$181 - $202
|
10.1K
$233K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$90.7 - $101
|
606
$14K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.08% |
$22.7 - $25.2
|
94
$2.18K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-34- 3.88% |
$771 - $856
|
842
$19.5K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 25.55% |
$1.59K - $1.76K
|
204
$4.72K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 1.86% |
$2.93K - $3.25K
|
6.81K
$158K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-141- 2.34% |
$3.2K - $3.55K
|
5.87K
$136K
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-150- 0.85% |
$3.4K - $3.78K
|
17.5K
$406K
|