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 |
---|---|---|---|---|---|---|---|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.48K+ 8798.82% |
$162K - $179K
|
7.56K
$172K
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.13K+ 6.31% |
$154K - $171K
|
120K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.67K+ 6.13% |
$144K - $160K
|
116K
$2.63M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.59K+ 16.1% |
$143K - $158K
|
47.5K
$1.08M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
6.16KNew |
$133K - $147K
|
6.16K
$140K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.01K+ 23.43% |
$130K - $144K
|
31.7K
$720K
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.43K+ 33.19% |
$117K - $130K
|
21.8K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.96KNew |
$107K - $119K
|
4.96K
$113K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 11.9% |
$100K - $111K
|
43.6K
$992K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.59K+ 57.48% |
$99.3K - $110K
|
12.6K
$286K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.32K+ 27.55% |
$93.6K - $103K
|
20K
$455K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4.11KNew |
$89K - $98.4K
|
4.11K
$93.5K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.11K+ 35.0% |
$88.9K - $98.2K
|
15.8K
$360K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.78K+ 35.26% |
$81.7K - $90.3K
|
14.5K
$329K
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
3.75K+ 2.34% |
$81.2K - $89.7K
|
164K
$3.73M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.14K+ 32.25% |
$67.9K - $75K
|
12.9K
$292K
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.11K+ 34.97% |
$67.3K - $74.3K
|
12K
$273K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.04K+ 13.75% |
$65.9K - $72.8K
|
25.2K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.62K+ 35.14% |
$56.8K - $62.7K
|
10.1K
$229K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.39K+ 12.06% |
$51.7K - $57.1K
|
22.2K
$504K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.31K+ 18.27% |
$49.9K - $55.2K
|
14.9K
$339K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.27K+ 50.55% |
$49.1K - $54.3K
|
6.76K
$154K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.22K+ 37.8% |
$48K - $53.1K
|
8.09K
$184K
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.12K+ 16.26% |
$45.9K - $50.7K
|
15.2K
$345K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 4.58% |
$45.4K - $50.2K
|
47.9K
$1.09M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.99KNew |
$43K - $47.6K
|
1.99K
$45.2K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 6.6% |
$39.7K - $43.8K
|
29.6K
$672K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.74KNew |
$37.7K - $41.6K
|
1.74K
$39.6K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.57K+ 12.9% |
$33.9K - $37.4K
|
13.7K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 117.09% |
$30.3K - $33.4K
|
2.59K
$58.9K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 212.07% |
$27.8K - $30.7K
|
1.89K
$42.9K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.18K+ 26.33% |
$25.5K - $28.2K
|
5.65K
$128K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.17K+ 11.02% |
$25.4K - $28.1K
|
11.8K
$269K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 9.61% |
$25K - $27.6K
|
13.1K
$299K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.13K+ 9.15% |
$24.4K - $27K
|
13.4K
$306K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.12K+ 4.94% |
$24.2K - $26.8K
|
23.8K
$540K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$23.8K - $26.3K
|
1.1K
$25K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.09K+ 10.19% |
$23.5K - $26K
|
11.8K
$267K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$22.9K - $25.4K
|
1.06K
$24.1K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.04K+ 10.21% |
$22.4K - $24.8K
|
11.2K
$254K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.02K+ 10.53% |
$22.1K - $24.4K
|
10.7K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
794+ 0.73% |
$17.2K - $19K
|
109K
$2.47M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
780+ 2.61% |
$16.9K - $18.7K
|
30.7K
$698K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
683+ 2.31% |
$14.8K - $16.3K
|
30.3K
$688K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
600+ 1.32% |
$13K - $14.4K
|
46K
$1.04M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
507+ 26.05% |
$11K - $12.1K
|
2.45K
$55.8K
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
488+ 1.33% |
$10.6K - $11.7K
|
37.1K
$844K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
445+ 33.33% |
$9.63K - $10.6K
|
1.78K
$40.5K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
432New |
$9.35K - $10.3K
|
432
$9.82K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
421New |
$9.11K - $10.1K
|
421
$9.57K
|