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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-291- 2.9% |
$6.47K - $6.82K
|
9.76K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-312- 1.97% |
$6.93K - $7.31K
|
15.5K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-355- 99.16% |
$7.89K - $8.32K
|
3
$69
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-395- 1.79% |
$8.78K - $9.26K
|
21.6K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-620- 8.59% |
$13.8K - $14.5K
|
6.6K
$152K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-856- 4.66% |
$19K - $20.1K
|
17.5K
$403K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-872- 12.72% |
$19.4K - $20.4K
|
5.98K
$138K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-947- 25.19% |
$21K - $22.2K
|
2.81K
$64.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 27.0% |
$24.2K - $25.5K
|
2.94K
$67.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 1.16% |
$49.9K - $52.6K
|
192K
$4.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.3K- 10.1% |
$51.2K - $54K
|
20.5K
$471K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.66K- 20.17% |
$81.3K - $85.7K
|
14.5K
$333K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.47K- 7.47% |
$99.2K - $105K
|
55.3K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.28K- 32.73% |
$117K - $124K
|
10.8K
$249K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.63K- 17.94% |
$125K - $132K
|
25.7K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-6.17K- 22.9% |
$137K - $145K
|
20.8K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.04K- 92.54% |
$156K - $165K
|
567
$13K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.74K- 18.2% |
$172K - $181K
|
34.8K
$799K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-7.87K- 32.61% |
$175K - $185K
|
16.3K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.64K- 7.82% |
$192K - $203K
|
102K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.82K- 9.54% |
$196K - $207K
|
83.6K
$1.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.92K- 21.78% |
$198K - $209K
|
32K
$736K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8.96K- 18.31% |
$199K - $210K
|
40K
$919K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-13.6K- 23.39% |
$302K - $319K
|
44.5K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.4K- 15.09% |
$343K - $362K
|
86.9K
$2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 73.98% |
$364K - $384K
|
5.76K
$132K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.8K- 50.26% |
$373K - $394K
|
16.6K
$382K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-21.9K- 26.16% |
$486K - $513K
|
61.8K
$1.42M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24.3K- 23.54% |
$540K - $570K
|
79K
$1.82M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-38.4K- 75.76% |
$853K - $900K
|
12.3K
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-55.2K- 37.95% |
$1.23M - $1.29M
|
90.2K
$2.07M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.4K- 82.29% |
$1.23M - $1.3M
|
11.9K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.8K- 36.61% |
$1.28M - $1.35M
|
100K
$2.3M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.6K- 38.81% |
$1.66M - $1.75M
|
118K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.5K- 36.36% |
$2.17M - $2.29M
|
171K
$3.92M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-114K- 13.97% |
$2.53M - $2.67M
|
701K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-470K- 6.86% |
$10.4M - $11M
|
6.38M
$147M
|