Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.13K+ 83.56% |
$58.5K - $59.8K
|
4.68K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 13.25% |
$58.1K - $59.3K
|
18.1K
$409K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.91KNew |
$52.5K - $53.6K
|
1.91K
$43.3K
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.74K+ 3.74% |
$47.8K - $48.8K
|
48.1K
$1.09M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.54K+ 2.17% |
$42.3K - $43.2K
|
72.6K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.38KNew |
$37.9K - $38.7K
|
1.38K
$31.2K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36K+ 7.22% |
$37.3K - $38.2K
|
20.2K
$457K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.26K+ 63.84% |
$34.6K - $35.4K
|
3.23K
$73.3K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.24K+ 3.17% |
$34K - $34.8K
|
40.3K
$914K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22K+ 5.48% |
$33.4K - $34.1K
|
23.4K
$531K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 9.43% |
$28.9K - $29.5K
|
12.2K
$276K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
940+ 8.59% |
$25.9K - $26.4K
|
11.9K
$270K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$24.8K - $25.3K
|
900
$20.4K
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
888+ 2.08% |
$24.4K - $25K
|
43.5K
$987K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
852New |
$23.4K - $23.9K
|
852
$19.3K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
775+ 64.53% |
$21.3K - $21.8K
|
1.98K
$44.8K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
771+ 7.74% |
$21.2K - $21.7K
|
10.7K
$243K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
700+ 6.14% |
$19.3K - $19.7K
|
12.1K
$275K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
658New |
$18.1K - $18.5K
|
658
$14.9K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
544+ 18.59% |
$15K - $15.3K
|
3.47K
$78.7K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
533+ 1.75% |
$14.7K - $15K
|
31K
$704K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
441+ 2.29% |
$12.1K - $12.4K
|
19.7K
$447K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
429+ 2.3% |
$11.8K - $12.1K
|
19.1K
$433K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
397+ 749.06% |
$10.9K - $11.2K
|
450
$10.2K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300+ 18.07% |
$8.25K - $8.43K
|
1.96K
$44.5K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
285+ 1.33% |
$7.84K - $8.01K
|
21.8K
$494K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130+ 40.5% |
$3.58K - $3.65K
|
451
$10.2K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
109+ 0.63% |
$3K - $3.06K
|
17.5K
$396K
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
45+ 0.49% |
$1.24K - $1.26K
|
9.3K
$211K
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
44+ 0.49% |
$1.21K - $1.24K
|
9.06K
$205K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 4.9% |
$413 - $422
|
321
$7.28K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
14+ 0.5% |
$385 - $393
|
2.8K
$63.4K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7+ 0.05% |
$193 - $197
|
14.6K
$331K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.05% |
$138 - $141
|
9.27K
$210K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.56% |
$27.5 - $28.1
|
178
$4.04K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 14.29% |
$27.5 - $28.1
|
6
$136
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.3% |
$27.5 - $28.1
|
331
$7.51K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-49Closed |
$1.35K - $1.38K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.75K - $2.81K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-268- 35.4% |
$7.37K - $7.53K
|
489
$11.1K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-342Closed |
$9.41K - $9.61K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-363- 14.99% |
$9.98K - $10.2K
|
2.06K
$46.7K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-422Closed |
$11.6K - $11.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-467- 4.8% |
$12.8K - $13.1K
|
9.26K
$210K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-558Closed |
$15.3K - $15.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-573- 1.47% |
$15.8K - $16.1K
|
38.5K
$873K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-635- 31.94% |
$17.5K - $17.8K
|
1.35K
$30.7K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-675- 7.04% |
$18.6K - $19K
|
8.91K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-798- 6.74% |
$21.9K - $22.4K
|
11K
$250K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 13.04% |
$35.8K - $36.5K
|
8.67K
$197K
|