Purchases and Sales Made in Q2 2022 in Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.68KNew |
$230K - $238K
|
9.68K
$239K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
9.65K+ 52.09% |
$229K - $237K
|
28.2K
$697K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.1KNew |
$216K - $224K
|
9.1K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.06K+ 14.39% |
$215K - $223K
|
72.1K
$1.78M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
8.85KNew |
$210K - $218K
|
8.85K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.54KNew |
$203K - $210K
|
8.54K
$211K
|
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
7.57K+ 26.51% |
$180K - $186K
|
36.1K
$894K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.44KNew |
$176K - $183K
|
7.44K
$184K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7.32K+ 13.26% |
$174K - $180K
|
62.5K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.98K+ 45.97% |
$166K - $172K
|
22.2K
$548K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.93K+ 10.65% |
$164K - $171K
|
72K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.34K+ 2.27% |
$150K - $156K
|
286K
$7.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.21K+ 3.97% |
$147K - $153K
|
163K
$4.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.49K+ 46.22% |
$130K - $135K
|
17.4K
$430K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.39K+ 12.83% |
$128K - $133K
|
47.4K
$1.17M
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
4.9K+ 5.37% |
$116K - $120K
|
96K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.89K+ 15.03% |
$116K - $120K
|
37.4K
$925K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.74K+ 15.26% |
$112K - $117K
|
35.8K
$886K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.61K+ 15.46% |
$109K - $113K
|
34.4K
$852K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.48K+ 13.15% |
$106K - $110K
|
38.5K
$954K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.26K+ 16.51% |
$101K - $105K
|
30.1K
$744K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.93K+ 11.34% |
$93.2K - $96.7K
|
38.6K
$955K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.64K+ 20.39% |
$86.3K - $89.4K
|
21.5K
$531K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.37K+ 4.63% |
$80.1K - $83K
|
76.2K
$1.89M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
3.26K+ 35.2% |
$77.3K - $80.2K
|
12.5K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3.22KNew |
$76.5K - $79.3K
|
3.22K
$79.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.16KNew |
$75.1K - $77.8K
|
3.16K
$78.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.73K+ 11.3% |
$64.7K - $67.1K
|
26.9K
$665K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.55K+ 25.67% |
$60.6K - $62.8K
|
12.5K
$309K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.38KNew |
$56.5K - $58.5K
|
2.38K
$58.9K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.31K+ 23.45% |
$54.7K - $56.8K
|
12.1K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.3K+ 3.91% |
$54.7K - $56.7K
|
61.3K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.18K+ 3.75% |
$51.7K - $53.6K
|
60.2K
$1.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71K+ 15.71% |
$40.6K - $42.1K
|
12.6K
$312K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 3.47% |
$39.6K - $41.1K
|
49.7K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 3.19% |
$38.6K - $40K
|
52.6K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.55K+ 6.24% |
$36.7K - $38K
|
26.3K
$652K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.52KNew |
$36K - $37.3K
|
1.52K
$37.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.47K+ 4.96% |
$34.9K - $36.2K
|
31.1K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.35K+ 13.53% |
$32K - $33.2K
|
11.3K
$280K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.32K+ 20.66% |
$31.3K - $32.4K
|
7.69K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
840+ 24.85% |
$19.9K - $20.7K
|
4.22K
$104K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
803New |
$19.1K - $19.8K
|
803
$19.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
765+ 1.69% |
$18.2K - $18.8K
|
46.1K
$1.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
742+ 17.01% |
$17.6K - $18.3K
|
5.11K
$126K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
688+ 8.2% |
$16.3K - $16.9K
|
9.08K
$225K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
536+ 1.23% |
$12.7K - $13.2K
|
44.2K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
369+ 2.63% |
$8.76K - $9.08K
|
14.4K
$357K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
358+ 2.62% |
$8.5K - $8.81K
|
14K
$347K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
283+ 1.02% |
$6.72K - $6.96K
|
28K
$694K
|