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
|
Spire Wealth Management
|
SELL
|
- |
-214- 49.77% |
$4.85K - $5.39K
|
216
$5K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-289- 45.66% |
$6.55K - $7.28K
|
344
$7.97K
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-302- 2.45% |
$6.85K - $7.61K
|
12K
$278K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-339- 17.05% |
$7.69K - $8.54K
|
1.65K
$38.2K
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-386- 4.16% |
$8.75K - $9.72K
|
8.89K
$206K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-718- 3.72% |
$16.3K - $18.1K
|
18.6K
$430K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-765- 90.0% |
$17.4K - $19.3K
|
85
$1.97K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-813- 2.46% |
$18.4K - $20.5K
|
32.3K
$747K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20.4K - $22.7K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-927Closed |
$21K - $23.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05KClosed |
$23.7K - $26.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.06K- 6.43% |
$23.9K - $26.6K
|
15.3K
$355K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 4.3% |
$26.5K - $29.4K
|
26K
$602K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.24K- 10.43% |
$28.2K - $31.3K
|
10.7K
$247K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.63K- 7.16% |
$36.9K - $41K
|
21.1K
$489K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.69K- 26.5% |
$38.3K - $42.5K
|
4.69K
$109K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.16K- 9.15% |
$49K - $54.5K
|
21.5K
$497K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.25K- 4.64% |
$51.1K - $56.8K
|
46.3K
$1.07M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.33K- 50.13% |
$52.9K - $58.7K
|
2.32K
$53.7K
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.7K- 10.14% |
$61.2K - $68K
|
23.9K
$554K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.76K- 26.99% |
$62.6K - $69.5K
|
7.47K
$173K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.88KClosed |
$65.2K - $72.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.1K- 17.82% |
$70.3K - $78.1K
|
14.3K
$331K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.23K- 23.29% |
$73.3K - $81.5K
|
10.6K
$247K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.3K- 15.69% |
$97.4K - $108K
|
23.1K
$534K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.52K- 11.78% |
$125K - $139K
|
41.3K
$957K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-5.68K- 5.42% |
$129K - $143K
|
99.1K
$2.3M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.35K- 41.0% |
$167K - $185K
|
10.6K
$245K
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.56K- 16.32% |
$171K - $190K
|
38.7K
$897K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8KClosed |
$181K - $201K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.37KClosed |
$190K - $211K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.75K- 19.06% |
$198K - $220K
|
37.1K
$860K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.37KClosed |
$213K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.3K- 21.35% |
$233K - $259K
|
37.8K
$876K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.4K- 3.28% |
$236K - $262K
|
307K
$7.1M
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-10.8KClosed |
$244K - $271K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11.3K- 27.6% |
$256K - $284K
|
29.6K
$685K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11.4KClosed |
$258K - $286K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.8K- 53.69% |
$267K - $296K
|
10.1K
$235K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-12.1KClosed |
$273K - $304K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.1KClosed |
$319K - $354K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.2KClosed |
$345K - $383K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.4K- 4.21% |
$373K - $414K
|
375K
$8.67M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-16.9KClosed |
$383K - $425K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$393K - $437K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.2K- 2.76% |
$436K - $485K
|
678K
$15.7M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.5K- 24.39% |
$442K - $491K
|
60.4K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-21.1K- 5.3% |
$478K - $531K
|
377K
$8.73M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-21.3K- 54.04% |
$483K - $537K
|
18.1K
$420K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-21.9K- 7.96% |
$497K - $552K
|
253K
$5.86M
|