Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
280K+ 3.15% |
$7.69M - $7.86M
|
9.17M
$212M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
257KNew |
$7.07M - $7.22M
|
257K
$5.95M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
174KNew |
$4.78M - $4.88M
|
174K
$4.02M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
174KNew |
$4.77M - $4.88M
|
174K
$4.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
144K+ 116.64% |
$3.97M - $4.06M
|
268K
$6.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
95.1K+ 52.38% |
$2.61M - $2.67M
|
277K
$6.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
94.9K+ 108.44% |
$2.61M - $2.67M
|
182K
$4.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
39.9K+ 240.4% |
$1.1M - $1.12M
|
56.5K
$1.31M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39.4K+ 9.04% |
$1.08M - $1.11M
|
475K
$11M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
35.5K+ 82.23% |
$978K - $999K
|
78.8K
$1.82M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 18.23% |
$832K - $850K
|
196K
$4.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
28K+ 49.05% |
$771K - $788K
|
85.2K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.5K+ 94.23% |
$701K - $716K
|
52.5K
$1.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 8.42% |
$624K - $638K
|
292K
$6.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
21.6KNew |
$593K - $606K
|
21.6K
$499K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4KNew |
$589K - $602K
|
21.4K
$496K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$550K - $562K
|
20K
$463K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.6K+ 5.8% |
$539K - $550K
|
357K
$8.28M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
19.3KNew |
$531K - $543K
|
19.3K
$447K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$527K - $538K
|
19.2K
$444K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
19.1K+ 8.91% |
$525K - $536K
|
233K
$5.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 41.74% |
$513K - $524K
|
63.4K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$460K - $470K
|
16.7K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 10.62% |
$457K - $467K
|
173K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.7K+ 148.52% |
$432K - $441K
|
26.3K
$609K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
13.8K+ 6.0% |
$380K - $388K
|
244K
$5.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
13.1K+ 4.43% |
$360K - $367K
|
308K
$7.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
12.6KNew |
$348K - $355K
|
12.6K
$293K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.6KNew |
$347K - $354K
|
12.6K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$307K - $314K
|
11.2K
$258K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.9K+ 353.3% |
$300K - $307K
|
14K
$324K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
7.99KNew |
$220K - $225K
|
7.99K
$185K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.88KNew |
$217K - $222K
|
7.88K
$183K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
7.79KNew |
$214K - $219K
|
7.79K
$180K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.78KNew |
$214K - $219K
|
7.78K
$180K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.4K+ 3.27% |
$204K - $208K
|
233K
$5.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.83K+ 45.62% |
$188K - $192K
|
21.8K
$505K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
5.98K+ 196.26% |
$164K - $168K
|
9.02K
$209K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.95K+ 24.26% |
$136K - $139K
|
25.4K
$587K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
4.9K+ 15.4% |
$135K - $138K
|
36.7K
$851K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.85K+ 25.93% |
$133K - $136K
|
23.6K
$546K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4.01KNew |
$110K - $113K
|
4.01K
$92.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.9K+ 53.31% |
$107K - $110K
|
11.2K
$260K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.8K+ 25.12% |
$105K - $107K
|
18.9K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.53K+ 15.15% |
$97K - $99.1K
|
26.8K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.08K+ 5.67% |
$84.8K - $86.7K
|
57.5K
$1.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.85K+ 15.67% |
$78.2K - $79.9K
|
21K
$486K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.65K+ 19.11% |
$72.8K - $74.4K
|
16.5K
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.49K+ 17.44% |
$68.6K - $70.1K
|
16.8K
$389K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.18K+ 18.98% |
$59.9K - $61.2K
|
13.6K
$316K
|