Purchases and Sales Made in Q1 2023 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES ESG AWARE 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
2.01M
+ 2302.49%
$47.4M - $48.5M
2.09M $51.6M
May 03, 2023 Q1 2023
Francis Financial, Inc.

New York, NY
BUY
 -
343K
+ 554.4%
$8.11M - $8.3M
405K $9.99M
Apr 21, 2023 Q1 2023
First Pacific Financial

BUY
 -
223K
+ 66.08%
$5.27M - $5.4M
561K $13.8M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
155K
+ 7.21%
$3.67M - $3.76M
2.31M $56.9M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
155K
+ 7.21%
$3.67M - $3.76M
2.31M $56.9M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
143K
+ 105.9%
$3.38M - $3.46M
278K $6.85M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
80.9K
+ 14.1%
$1.91M - $1.96M
654K $16.1M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
79.6K
+ 28.43%
$1.88M - $1.93M
360K $8.87M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
67.3K
+ 157.64%
$1.59M - $1.63M
110K $2.71M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
66.2K
+ 13.04%
$1.56M - $1.6M
574K $14.1M
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
53.4K
+ 113.69%
$1.26M - $1.29M
100K $2.48M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
46.6K
+ 114.43%
$1.1M - $1.13M
87.3K $2.15M
May 04, 2023 Q1 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
43.7K
+ 10.62%
$1.03M - $1.06M
455K $11.2M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
43.3K
+ 21.6%
$1.02M - $1.05M
244K $6.01M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
39.7K
+ 74.89%
$939K - $961K
92.8K $2.29M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
37.1K
New
$876K - $897K
37.1K $914K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
32.2K
+ 44.2%
$762K - $780K
105K $2.59M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
29.6K
+ 18.62%
$700K - $717K
189K $4.66M
May 10, 2023 Q1 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
29K
+ 87.71%
$685K - $701K
62.1K $1.53M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
29K
+ 260.1%
$685K - $701K
40.1K $989K
Apr 19, 2023 Q1 2023
Eastern Bank

BUY
 -
27.6K
+ 17.22%
$653K - $668K
188K $4.63M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
25.2K
+ 3.54%
$596K - $610K
738K $18.2M
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
22.8K
+ 37.43%
$539K - $552K
83.8K $2.06M
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
21.3K
+ 9.63%
$502K - $514K
242K $5.97M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
19K
New
$449K - $460K
19K $468K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
18.6K
+ 61.58%
$440K - $451K
48.9K $1.21M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
17.9K
+ 57.89%
$424K - $434K
48.9K $1.21M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
17.1K
+ 100.7%
$403K - $413K
34K $839K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
17.1K
+ 56.09%
$403K - $413K
47.5K $1.17M
May 15, 2023 Q1 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
16.6K
New
$392K - $401K
16.6K $409K
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
14.8K
+ 4.56%
$349K - $357K
339K $8.35M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
12K
New
$282K - $289K
12K $295K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
11.9K
New
$282K - $289K
11.9K $294K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
11.8K
+ 7.62%
$279K - $285K
167K $4.11M
Apr 18, 2023 Q1 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
11.6K
+ 8.17%
$275K - $281K
154K $3.8M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
11.3K
+ 19.37%
$268K - $274K
69.9K $1.72M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
10.6K
+ 5323.5%
$252K - $258K
10.8K $267K
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
10.2K
New
$240K - $246K
10.2K $251K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.5K
New
$224K - $230K
9.5K $234K
May 15, 2023 Q1 2023
Prism Advisors, Inc.

BUY
 -
8.82K
New
$208K - $213K
8.82K $217K
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
8.62K
New
$204K - $208K
8.62K $212K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
7.78K
+ 11.9%
$184K - $188K
73.1K $1.8M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
7.77K
+ 2.14%
$184K - $188K
371K $9.14M
May 12, 2023 Q1 2023
Goepper Burkhardt LLC

BUY
 -
7.5K
+ 78.95%
$177K - $181K
17K $419K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
6.67K
+ 2.52%
$158K - $161K
271K $6.68M
Apr 28, 2023 Q1 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
6.47K
+ 14.15%
$153K - $156K
52.2K $1.29M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
6.07K
+ 3.1%
$144K - $147K
202K $4.98M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
6.06K
+ 18.12%
$143K - $147K
39.5K $974K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
6.03K
+ 13.57%
$143K - $146K
50.5K $1.24M

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