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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.3K- 23.89% |
$35.8K - $36.5K
|
4.14K
$95.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 3.8% |
$61.4K - $62.7K
|
56.5K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.88K- 0.98% |
$79.1K - $80.8K
|
291K
$6.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.41K- 20.73% |
$93.6K - $95.7K
|
13K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.6KClosed |
$98.9K - $101K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.55K- 24.93% |
$125K - $128K
|
13.7K
$317K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.77K- 51.42% |
$131K - $134K
|
4.51K
$104K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.89K- 31.65% |
$134K - $137K
|
10.6K
$244K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.96KClosed |
$136K - $139K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.48K- 12.42% |
$178K - $182K
|
45.7K
$1.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8.19KClosed |
$225K - $230K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.54KClosed |
$235K - $240K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.86KClosed |
$244K - $249K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.26K- 3.45% |
$255K - $260K
|
259K
$6.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
SELL
|
- |
-9.49KClosed |
$261K - $267K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.52KClosed |
$262K - $267K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$307K - $314K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 6.74% |
$308K - $315K
|
155K
$3.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13.5K- 45.47% |
$372K - $380K
|
16.2K
$376K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21.5KClosed |
$592K - $605K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36.6K- 61.21% |
$1.01M - $1.03M
|
23.2K
$537K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-39.2KClosed |
$1.08M - $1.1M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-39.5K- 4.82% |
$1.09M - $1.11M
|
780K
$18.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-317K- 97.55% |
$8.72M - $8.91M
|
7.95K
$184K
|