Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 31.92% |
$28.7M - $31.7M
|
5.49M
$125M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
846K+ 2126.34% |
$18.3M - $20.2M
|
886K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
551K+ 712.73% |
$11.9M - $13.2M
|
629K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
144K+ 147.1% |
$3.11M - $3.44M
|
241K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
115K+ 12.58% |
$2.48M - $2.74M
|
1.03M
$23.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
90.2K+ 48.85% |
$1.95M - $2.16M
|
275K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.4K+ 26.04% |
$1.91M - $2.11M
|
428K
$9.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
79.2KNew |
$1.71M - $1.89M
|
79.2K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
69.8K+ 14.79% |
$1.51M - $1.67M
|
542K
$12.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
67.6K+ 211231.25% |
$1.46M - $1.62M
|
67.6K
$1.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
66.8K+ 3.28% |
$1.44M - $1.6M
|
2.1M
$47.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.5K+ 31.01% |
$1.29M - $1.42M
|
251K
$5.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
58KNew |
$1.26M - $1.39M
|
58K
$1.32M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57.4K+ 382.51% |
$1.24M - $1.37M
|
72.4K
$1.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47.1K+ 8.4% |
$1.02M - $1.13M
|
608K
$13.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43K+ 9.56% |
$930K - $1.03M
|
493K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
39.4KNew |
$852K - $942K
|
39.4K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 17.07% |
$839K - $928K
|
266K
$6.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.5K+ 97.08% |
$833K - $921K
|
78.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.1K+ 19.25% |
$630K - $697K
|
180K
$4.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 103.56% |
$583K - $644K
|
52.9K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
26.1K+ 72.95% |
$566K - $625K
|
62K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.1K+ 44.74% |
$478K - $529K
|
71.5K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 25.34% |
$476K - $526K
|
109K
$2.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19.1K+ 47.54% |
$412K - $456K
|
59.1K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 11.81% |
$393K - $435K
|
172K
$3.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
18.2K+ 46.87% |
$393K - $434K
|
56.9K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.8KNew |
$385K - $425K
|
17.8K
$404K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.7K+ 31.92% |
$384K - $424K
|
73.3K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7K+ 22.29% |
$362K - $400K
|
91.7K
$2.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 26.94% |
$352K - $389K
|
76.7K
$1.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
15.4K+ 52.02% |
$333K - $368K
|
45K
$1.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
15KNew |
$324K - $358K
|
15K
$341K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.3KNew |
$310K - $343K
|
14.3K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 7.28% |
$301K - $333K
|
205K
$4.66M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.6K+ 584.66% |
$294K - $324K
|
15.9K
$361K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.1K+ 26.23% |
$263K - $291K
|
58.4K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3KNew |
$243K - $269K
|
11.3K
$256K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.1KNew |
$239K - $264K
|
11.1K
$251K
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5KNew |
$228K - $252K
|
10.5K
$240K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4KNew |
$224K - $248K
|
10.4K
$236K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 73.13% |
$220K - $243K
|
24.1K
$547K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.87KNew |
$214K - $236K
|
9.87K
$224K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.57K+ 78.88% |
$207K - $229K
|
21.7K
$493K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.47KNew |
$205K - $227K
|
9.47K
$215K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.37K+ 16.38% |
$203K - $224K
|
66.6K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.32KNew |
$202K - $223K
|
9.32K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.5K+ 15.14% |
$184K - $203K
|
64.6K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.06K+ 34.84% |
$174K - $193K
|
31.2K
$709K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.84K+ 16.56% |
$170K - $188K
|
55.2K
$1.26M
|