Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 138.31% |
$5.03M - $5.49M
|
410K
$9.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
173K+ 313.24% |
$3.66M - $3.99M
|
228K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$2.39M - $2.61M
|
113K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
102KNew |
$2.16M - $2.36M
|
102K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
92.3K+ 637.24% |
$1.95M - $2.13M
|
107K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.7K+ 48.58% |
$1.85M - $2.02M
|
268K
$6.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
79K+ 7.69% |
$1.67M - $1.82M
|
1.11M
$25.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
74.5K+ 13.75% |
$1.58M - $1.72M
|
616K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
72.8K+ 19.44% |
$1.54M - $1.68M
|
447K
$10.4M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.8KNew |
$1.39M - $1.52M
|
65.8K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55.9KNew |
$1.18M - $1.29M
|
55.9K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
52K+ 676.56% |
$1.1M - $1.2M
|
59.7K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
50.9KNew |
$1.08M - $1.17M
|
50.9K
$1.18M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50.7KNew |
$1.07M - $1.17M
|
50.7K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
49.6K+ 8.16% |
$1.05M - $1.14M
|
657K
$15.2M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
48.9K+ 2715.83% |
$1.03M - $1.13M
|
50.7K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.2K+ 16.23% |
$913K - $995K
|
309K
$7.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
42.9K+ 15.07% |
$907K - $989K
|
327K
$7.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.4K+ 15.31% |
$664K - $724K
|
236K
$5.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31.1K+ 314.68% |
$657K - $716K
|
40.9K
$948K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.1K+ 5.49% |
$572K - $624K
|
520K
$12M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
25.3K+ 21.05% |
$535K - $583K
|
145K
$3.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24.5KNew |
$518K - $564K
|
24.5K
$567K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
24.1KNew |
$511K - $557K
|
24.1K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$472K - $515K
|
22.3K
$517K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22.1KNew |
$467K - $510K
|
22.1K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.8KNew |
$397K - $433K
|
18.8K
$435K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18K+ 30.36% |
$380K - $414K
|
77.1K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.6K+ 18.91% |
$266K - $290K
|
79.2K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.5KNew |
$264K - $288K
|
12.5K
$289K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.6KNew |
$245K - $267K
|
11.6K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
10.8KNew |
$229K - $250K
|
10.8K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10.1KNew |
$215K - $234K
|
10.1K
$235K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.1KNew |
$214K - $233K
|
10.1K
$234K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.68KNew |
$205K - $223K
|
9.68K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.49KNew |
$201K - $219K
|
9.49K
$220K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9.42KNew |
$199K - $217K
|
9.42K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.39K+ 17.05% |
$199K - $217K
|
64.5K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.16K+ 14.78% |
$194K - $211K
|
71.1K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.24KNew |
$174K - $190K
|
8.24K
$191K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.99K+ 14.04% |
$169K - $184K
|
64.9K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.1K+ 16.28% |
$150K - $164K
|
50.7K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.02K+ 58.51% |
$148K - $162K
|
19K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
6.24K+ 25.93% |
$132K - $144K
|
30.3K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.39K+ 30.3% |
$114K - $124K
|
23.2K
$537K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.84K+ 32.31% |
$102K - $112K
|
19.8K
$459K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.07KNew |
$86.1K - $93.9K
|
4.07K
$94.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.03KNew |
$85.2K - $92.9K
|
4.03K
$93.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3.91K+ 159.56% |
$82.8K - $90.3K
|
6.37K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.85K+ 13.03% |
$81.5K - $88.9K
|
33.4K
$774K
|