Purchases and Sales Made in Q2 2022 in Ishares Tr Ishares Esg Aware 1 (SUSB)

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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 27, 2022 Q2 2022
Bailard, Inc.

SELL
 -
-1.64K
- 2.96%
$38.8K - $40.3K
53.7K $1.33M
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

SELL
 -
-1.66K
- 2.44%
$39.4K - $40.8K
66.3K $1.64M
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1.66K
- 2.44%
$39.4K - $40.8K
66.3K $1.64M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.66K
- 16.73%
$39.5K - $40.9K
8.28K $205K
Aug 08, 2022 Q2 2022
Institutional & Family Asset Management, LLC

SELL
 -
-1.68K
- 10.69%
$39.8K - $41.2K
14K $346K
Aug 12, 2022 Q2 2022
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-1.71K
- 7.46%
$40.5K - $42K
21.2K $524K
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

SELL
 -
-1.94K
- 8.95%
$46.1K - $47.8K
19.7K $489K
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1.94K
Closed
$46.1K - $47.8K
0 $0
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-1.98K
- 4.29%
$47K - $48.7K
44.2K $1.09M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.01K
- 5.28%
$47.7K - $49.5K
36.1K $894K
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-2.19K
- 70.0%
$52K - $53.9K
939 $23.2K
Jul 13, 2022 Q2 2022
Arlington Financial Advisors, LLC

SELL
 -
-2.25K
- 1.55%
$53.3K - $55.3K
143K $3.54M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.51K
- 1.58%
$59.5K - $61.6K
156K $3.87M
Jul 19, 2022 Q2 2022
Long Run Wealth Advisors, LLC

SELL
 -
-2.53K
- 7.18%
$60.1K - $62.3K
32.7K $810K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-2.55K
- 0.45%
$60.6K - $62.8K
560K $13.9M
Aug 01, 2022 Q2 2022
Horst & Graben Wealth Management LLC

SELL
 -
-2.71K
- 10.93%
$64.3K - $66.6K
22.1K $546K
Aug 02, 2022 Q2 2022
Cx Institutional

SELL
 -
-2.82K
- 12.25%
$66.9K - $69.4K
20.2K $500K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-3.18K
- 11.07%
$75.5K - $78.2K
25.6K $632K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-3.58K
- 9.98%
$85K - $88.2K
32.3K $800K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-3.6K
- 10.04%
$85.4K - $88.5K
32.2K $797K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-3.99K
Closed
$94.8K - $98.2K
0 $0
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-4.02K
Closed
$95.5K - $99K
0 $0
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-4.12K
- 83.93%
$97.8K - $101K
789 $19.5K
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-4.4K
- 28.22%
$104K - $108K
11.2K $277K
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-4.79K
- 16.18%
$114K - $118K
24.8K $614K
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-4.98K
- 4.07%
$118K - $122K
117K $2.9M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.53K
- 19.97%
$131K - $136K
22.1K $548K
Aug 15, 2022 Q2 2022
St Germain D J CO Inc

Springfield, MA
SELL
 -
-5.85K
- 4.55%
$139K - $144K
123K $3.04M
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

SELL
 -
-6.18K
- 11.83%
$147K - $152K
46.1K $1.14M
Aug 05, 2022 Q2 2022
Firestone Capital Management

SELL
 -
-6.31K
- 33.74%
$150K - $155K
12.4K $307K
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-6.32K
- 7.79%
$150K - $155K
74.8K $1.85M
Aug 05, 2022 Q2 2022
Staley Capital Advisers Inc

SELL
 -
-7K
- 8.54%
$166K - $172K
75K $1.86M
Jul 20, 2022 Q2 2022
First Pacific Financial

SELL
 -
-7.33K
- 2.0%
$174K - $180K
360K $8.91M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-8.06K
- 5.25%
$191K - $198K
146K $3.6M
Aug 10, 2022 Q2 2022
Gould Asset Management LLC

Claremont, CA
SELL
 -
-8.19K
Closed
$194K - $201K
0 $0
Jul 11, 2022 Q2 2022
Prism Advisors, Inc.

SELL
 -
-8.35K
Closed
$198K - $205K
0 $0
Aug 15, 2022 Q2 2022
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-8.36K
Closed
$198K - $206K
0 $0
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-8.73K
Closed
$207K - $215K
0 $0
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-8.78K
Closed
$208K - $216K
0 $0
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-8.84K
Closed
$210K - $218K
0 $0
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
SELL
 -
-8.9K
- 7.78%
$211K - $219K
106K $2.61M
Jul 28, 2022 Q2 2022
Hardy Reed LLC

SELL
 -
-8.93K
- 29.94%
$212K - $220K
20.9K $517K
Aug 08, 2022 Q2 2022
Dohj, LLC

Seattle, WA
SELL
 -
-8.93K
Closed
$212K - $220K
0 $0
Jul 29, 2022 Q2 2022
Compton Wealth Advisory Group, LLC

SELL
 -
-9.13K
Closed
$217K - $224K
0 $0
Jul 18, 2022 Q2 2022
Bond & Devick Financial Network, Inc.

SELL
 -
-9.2K
- 37.06%
$218K - $226K
15.6K $387K
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-10.2K
- 27.51%
$243K - $252K
27K $668K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-11.5K
Closed
$272K - $282K
0 $0
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-11.9K
Closed
$283K - $293K
0 $0
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-12.5K
- 70.83%
$297K - $308K
5.16K $128K

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