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
|
Gen Trust, LLC
|
SELL
|
- |
-13.2KClosed |
$312K - $324K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 11.35% |
$331K - $343K
|
109K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 50.49% |
$390K - $404K
|
16.1K
$399K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 46.62% |
$393K - $407K
|
19K
$469K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-16.8K- 9.42% |
$399K - $414K
|
162K
$4.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-23KClosed |
$546K - $566K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25.1K- 63.73% |
$595K - $616K
|
14.3K
$353K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-25.6K- 20.13% |
$608K - $630K
|
102K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-26.2KClosed |
$622K - $645K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.8K- 6.92% |
$636K - $660K
|
361K
$8.93M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.2K- 12.12% |
$646K - $670K
|
198K
$4.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27.4K- 40.62% |
$650K - $674K
|
40K
$991K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-28K- 40.63% |
$665K - $690K
|
41K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.2KClosed |
$668K - $693K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 9.58% |
$704K - $729K
|
280K
$6.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.1K- 23.92% |
$739K - $766K
|
99.1K
$2.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-31.8KClosed |
$755K - $783K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-32K- 22.24% |
$759K - $787K
|
112K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.7KClosed |
$848K - $879K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.1K- 54.39% |
$857K - $888K
|
30.3K
$750K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-38.9K- 11.87% |
$922K - $956K
|
289K
$7.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-41.8KClosed |
$993K - $1.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.6K- 4.3% |
$1.03M - $1.07M
|
970K
$24M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-48.2K- 38.75% |
$1.14M - $1.19M
|
76.2K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 3.91% |
$1.15M - $1.2M
|
1.19M
$29.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-52.6K- 34.4% |
$1.25M - $1.29M
|
100K
$2.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-65.6K- 80.87% |
$1.56M - $1.61M
|
15.5K
$384K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-90.5K- 88.92% |
$2.15M - $2.23M
|
11.3K
$279K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-130KClosed |
$3.08M - $3.19M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-140K- 32.04% |
$3.32M - $3.44M
|
297K
$7.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-228K- 18.98% |
$5.41M - $5.6M
|
972K
$24.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-447K- 25.09% |
$10.6M - $11M
|
1.33M
$33M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.91M- 61.69% |
$45.4M - $47.1M
|
1.19M
$29.4M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.91M- 61.69% |
$45.4M - $47.1M
|
1.19M
$29.4M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.38M- 92.25% |
$56.5M - $58.5M
|
200K
$4.95M
|