Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.79K+ 250.89% |
$130K - $133K
|
6.7K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.38K+ 36.15% |
$119K - $122K
|
16.5K
$374K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.09K+ 38.14% |
$111K - $114K
|
14.8K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
3.03K+ 3.56% |
$82.3K - $84.4K
|
88.3K
$2.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.99K+ 32.33% |
$81.3K - $83.3K
|
12.3K
$278K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.79K+ 20.37% |
$75.7K - $77.6K
|
16.5K
$374K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.25K+ 4.93% |
$61.1K - $62.7K
|
48K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.16KNew |
$58.6K - $60.1K
|
2.16K
$49.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.08K+ 5.65% |
$56.3K - $57.7K
|
38.8K
$882K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.96K+ 56.34% |
$53.1K - $54.4K
|
5.43K
$123K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.75K+ 4.04% |
$47.4K - $48.6K
|
45K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.66K+ 9.5% |
$45.1K - $46.2K
|
19.1K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 6.6% |
$41.9K - $42.9K
|
24.9K
$567K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 0.59% |
$37.5K - $38.4K
|
235K
$5.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
1.35K+ 16.83% |
$36.5K - $37.4K
|
9.34K
$212K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 14.8% |
$35.8K - $36.7K
|
10.2K
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.19K+ 15.11% |
$32.3K - $33.1K
|
9.08K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.01K+ 24.26% |
$27.3K - $28K
|
5.15K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
992+ 2.58% |
$26.9K - $27.6K
|
39.5K
$897K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
914+ 7.69% |
$24.8K - $25.4K
|
12.8K
$291K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
868+ 8.22% |
$23.6K - $24.2K
|
11.4K
$260K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
757+ 3.48% |
$20.5K - $21.1K
|
22.5K
$512K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
641+ 3.83% |
$17.4K - $17.8K
|
17.4K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
628New |
$17K - $17.5K
|
628
$14.3K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
600New |
$16.3K - $16.7K
|
600
$13.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
565+ 1.12% |
$15.3K - $15.7K
|
51K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
523+ 2.59% |
$14.2K - $14.6K
|
20.7K
$470K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
478+ 3.92% |
$13K - $13.3K
|
12.7K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 14.7% |
$12.9K - $13.2K
|
3.71K
$84.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
445+ 67.63% |
$12.1K - $12.4K
|
1.1K
$25.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
373+ 2.95% |
$10.1K - $10.4K
|
13K
$296K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 1.59% |
$8.14K - $8.35K
|
19.2K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
270+ 1.64% |
$7.33K - $7.51K
|
16.8K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
190+ 0.87% |
$5.16K - $5.29K
|
22K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
180+ 0.67% |
$4.89K - $5.01K
|
27K
$613K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
178+ 2.29% |
$4.83K - $4.95K
|
7.96K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
145+ 113.28% |
$3.94K - $4.04K
|
273
$6.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
131+ 0.73% |
$3.56K - $3.65K
|
18.2K
$413K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
83+ 0.89% |
$2.25K - $2.31K
|
9.38K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8+ 0.09% |
$217 - $223
|
9.28K
$211K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.89% |
$109 - $111
|
454
$10.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.12% |
$54.3 - $55.7
|
180
$4.09K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.59% |
$27.1 - $27.8
|
64
$1.45K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-156- 1.14% |
$4.23K - $4.34K
|
13.5K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-181- 1.39% |
$4.91K - $5.04K
|
12.8K
$292K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-197Closed |
$5.35K - $5.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-209- 0.9% |
$5.67K - $5.82K
|
23K
$522K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-321Closed |
$8.71K - $8.93K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-441- 2.24% |
$12K - $12.3K
|
19.3K
$438K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-451Closed |
$12.2K - $12.6K
|
0
$0
|