Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$3.06K - $3.39K
|
145
$3.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
111+ 57.81% |
$2.34K - $2.6K
|
303
$6.89K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
108+ 15.54% |
$2.28K - $2.53K
|
803
$18.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
100+ 0.59% |
$2.11K - $2.34K
|
17.1K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 16.82% |
$1.9K - $2.1K
|
625
$14.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
74+ 2.78% |
$1.56K - $1.73K
|
2.73K
$62.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
63+ 0.42% |
$1.33K - $1.47K
|
15K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
60+ 0.33% |
$1.27K - $1.4K
|
18.4K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37+ 1.4% |
$781 - $865
|
2.68K
$60.8K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
31+ 0.26% |
$654 - $725
|
12.1K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 0.45% |
$612 - $678
|
6.47K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
27+ 0.28% |
$570 - $631
|
9.76K
$222K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23+ 0.08% |
$486 - $538
|
29.4K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$422 - $468
|
20
$455
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 1.33% |
$274 - $304
|
987
$22.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.42% |
$190 - $210
|
642
$14.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.65% |
$84.4 - $93.5
|
615
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$42.2 - $46.8
|
2
$45.5
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.17% |
$21.1 - $23.4
|
594
$13.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.78% |
$84.4 - $93.5
|
512
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5- 0.03% |
$106 - $117
|
14.4K
$327K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-34- 3.67% |
$718 - $795
|
893
$20.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 65.98% |
$1.35K - $1.5K
|
33
$750
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 5.03% |
$2.53K - $2.81K
|
2.27K
$51.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-190- 0.5% |
$4.01K - $4.44K
|
37.5K
$853K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 0.84% |
$4.18K - $4.63K
|
23.4K
$531K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-253- 0.3% |
$5.34K - $5.92K
|
84.7K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-281- 3.11% |
$5.93K - $6.57K
|
8.76K
$199K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-359- 0.83% |
$7.58K - $8.39K
|
42.9K
$974K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-392- 0.46% |
$8.28K - $9.16K
|
84.4K
$1.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-525- 1.97% |
$11.1K - $12.3K
|
26.1K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-528- 0.48% |
$11.1K - $12.3K
|
109K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-611- 3.91% |
$12.9K - $14.3K
|
15K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-656- 1.32% |
$13.8K - $15.3K
|
49.1K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-662- 1.14% |
$14K - $15.5K
|
57.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.48K- 12.01% |
$31.2K - $34.5K
|
10.8K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 14.35% |
$31.2K - $34.5K
|
8.82K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.86K- 13.34% |
$39.3K - $43.6K
|
12.1K
$275K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.89K- 5.61% |
$39.8K - $44.1K
|
31.7K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.06K- 12.85% |
$43.5K - $48.2K
|
14K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.17K- 9.88% |
$45.7K - $50.6K
|
19.7K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.29K- 16.23% |
$48.4K - $53.6K
|
11.8K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.63K- 3.89% |
$55.6K - $61.5K
|
65K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.16K- 19.1% |
$66.7K - $73.9K
|
13.4K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.34K- 25.22% |
$70.5K - $78.1K
|
9.9K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.5K- 3.46% |
$74K - $81.9K
|
97.8K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.67K- 21.13% |
$77.5K - $85.8K
|
13.7K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.96K- 51.1% |
$83.6K - $92.6K
|
3.79K
$86.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-5.87K- 1.79% |
$124K - $137K
|
322K
$7.33M
|