Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.38K+ 14.67% |
$75.1K - $79.2K
|
26.4K
$607K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.31K+ 16.72% |
$73.6K - $77.7K
|
23.1K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.13K+ 9.71% |
$69.6K - $73.4K
|
35.4K
$814K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.06K+ 4.3% |
$67.9K - $71.7K
|
74.2K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.32K+ 9.88% |
$51.6K - $54.5K
|
25.9K
$594K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.05KNew |
$45.5K - $48K
|
2.05K
$47K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.02K+ 74.29% |
$44.8K - $47.3K
|
4.73K
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.98K+ 16.71% |
$43.9K - $46.3K
|
13.8K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.72K+ 3.89% |
$38.2K - $40.3K
|
45.9K
$1.06M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 41.3% |
$37.4K - $39.4K
|
5.76K
$132K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.56K+ 2.8% |
$34.8K - $36.7K
|
57.4K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.05K+ 3.12% |
$23.4K - $24.7K
|
34.8K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
995+ 2261.36% |
$22.1K - $23.3K
|
1.04K
$23.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
895+ 3.02% |
$19.9K - $21K
|
30.5K
$702K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
885+ 5.62% |
$19.7K - $20.7K
|
16.6K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
840New |
$18.7K - $19.7K
|
840
$19.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
703New |
$15.6K - $16.5K
|
703
$16.2K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 3.4% |
$15.6K - $16.4K
|
21.3K
$490K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
695+ 0.43% |
$15.4K - $16.3K
|
161K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646+ 11.48% |
$14.4K - $15.1K
|
6.27K
$144K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
635+ 4.99% |
$14.1K - $14.9K
|
13.4K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
385New |
$8.55K - $9.02K
|
385
$8.85K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
375New |
$8.33K - $8.79K
|
375
$8.62K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
336+ 2.94% |
$7.47K - $7.88K
|
11.8K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
259New |
$5.75K - $6.07K
|
259
$5.95K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
240+ 46.33% |
$5.33K - $5.63K
|
758
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
240+ 46.33% |
$5.33K - $5.63K
|
758
$17.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
234+ 62.57% |
$5.2K - $5.48K
|
608
$14K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
204New |
$4.53K - $4.78K
|
204
$4.69K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
174+ 0.75% |
$3.87K - $4.08K
|
23.4K
$537K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
165+ 15.99% |
$3.67K - $3.87K
|
1.2K
$27.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
163+ 7.16% |
$3.62K - $3.82K
|
2.44K
$56K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
125+ 0.43% |
$2.78K - $2.93K
|
28.9K
$665K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
121+ 0.15% |
$2.69K - $2.84K
|
79K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
58New |
$1.29K - $1.36K
|
58
$1.33K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
52+ 0.11% |
$1.16K - $1.22K
|
45.3K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25New |
$556 - $586
|
25
$575
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
17+ 0.17% |
$378 - $398
|
10.1K
$232K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
11+ 0.11% |
$244 - $258
|
9.69K
$223K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 1.74% |
$222 - $234
|
584
$13.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.65% |
$88.9 - $93.8
|
621
$14.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$44.4 - $46.9
|
439
$10.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.05% |
$22.2 - $23.4
|
96
$2.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-25- 0.2% |
$556 - $586
|
12.8K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-34- 0.11% |
$755 - $797
|
31.7K
$730K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-47- 17.67% |
$1.04K - $1.1K
|
219
$5.03K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-86- 0.67% |
$1.91K - $2.02K
|
12.8K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102- 4.1% |
$2.27K - $2.39K
|
2.39K
$54.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-162- 1.14% |
$3.6K - $3.8K
|
14K
$323K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-198- 10.17% |
$4.4K - $4.64K
|
1.75K
$40.2K
|