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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
269+ 1.48% |
$6.38K - $6.62K
|
18.4K
$456K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
203+ 38.89% |
$4.82K - $4.99K
|
725
$17.9K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
186+ 128.28% |
$4.41K - $4.58K
|
331
$8.19K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
150+ 6.93% |
$3.56K - $3.69K
|
2.32K
$57.3K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
83+ 0.34% |
$1.97K - $2.04K
|
24.5K
$606K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
80+ 7.58% |
$1.9K - $1.97K
|
1.14K
$28.1K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 5.8% |
$1.71K - $1.77K
|
1.31K
$32.5K
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
60+ 0.12% |
$1.42K - $1.48K
|
49.1K
$1.22M
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22+ 0.96% |
$522 - $541
|
2.32K
$57.4K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 2.18% |
$356 - $369
|
703
$17.4K
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10+ 0.08% |
$237 - $246
|
12.9K
$319K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.16% |
$190 - $197
|
4.95K
$123K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.09% |
$166 - $172
|
7.47K
$185K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1New |
$23.7 - $24.6
|
1
$24.8
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-32- 0.14% |
$759 - $787
|
23.2K
$574K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-33- 0.31% |
$783 - $812
|
10.8K
$267K
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-34- 1.3% |
$807 - $836
|
2.59K
$64.1K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-75- 2.39% |
$1.78K - $1.85K
|
3.07K
$76K
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-87- 0.63% |
$2.06K - $2.14K
|
13.7K
$339K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-100- 0.27% |
$2.37K - $2.46K
|
36.4K
$900K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$2.37K - $2.46K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-102- 30.63% |
$2.42K - $2.51K
|
231
$5.72K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-158- 0.55% |
$3.75K - $3.89K
|
28.7K
$711K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-170- 8.18% |
$4.03K - $4.18K
|
1.91K
$47.2K
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-178- 0.29% |
$4.22K - $4.38K
|
60.3K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-190Closed |
$4.51K - $4.67K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-212- 1.16% |
$5.03K - $5.22K
|
18.1K
$447K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-214- 13.6% |
$5.08K - $5.26K
|
1.36K
$33.7K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-223- 1.55% |
$5.29K - $5.49K
|
14.2K
$350K
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-247- 1.12% |
$5.86K - $6.08K
|
21.8K
$538K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-277- 1.28% |
$6.57K - $6.81K
|
21.4K
$530K
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-296- 0.68% |
$7.02K - $7.28K
|
43.1K
$1.07M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-354- 3.27% |
$8.4K - $8.71K
|
10.5K
$259K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-362- 2.38% |
$8.59K - $8.91K
|
14.9K
$368K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-380- 2.75% |
$9.02K - $9.35K
|
13.4K
$333K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-419- 4.33% |
$9.94K - $10.3K
|
9.27K
$229K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-454- 1.91% |
$10.8K - $11.2K
|
23.3K
$576K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-651- 3.59% |
$15.4K - $16K
|
17.5K
$433K
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-664- 1.39% |
$15.8K - $16.3K
|
47K
$1.16M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-665- 11.21% |
$15.8K - $16.4K
|
5.27K
$130K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-740- 5.96% |
$17.6K - $18.2K
|
11.7K
$289K
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-770- 4.75% |
$18.3K - $18.9K
|
15.4K
$382K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$19K - $19.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-906- 7.07% |
$21.5K - $22.3K
|
11.9K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$26.9K - $27.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.82% |
$27.6K - $28.6K
|
40K
$990K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.2K- 0.71% |
$28.4K - $29.4K
|
166K
$4.12M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.31K- 4.98% |
$31.1K - $32.3K
|
25K
$619K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 8.4% |
$33K - $34.2K
|
15.2K
$375K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 5.56% |
$34.8K - $36.1K
|
24.9K
$617K
|