Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.66K+ 28.57% |
$137K - $139K
|
25.5K
$627K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.6K+ 26.37% |
$135K - $137K
|
26.8K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.39K+ 9.63% |
$130K - $132K
|
61.3K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.11K+ 6.59% |
$124K - $125K
|
82.6K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.91K+ 2.07% |
$119K - $120K
|
241K
$5.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4.24K+ 20.06% |
$103K - $104K
|
25.4K
$625K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.16KNew |
$101K - $102K
|
4.16K
$103K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4K+ 6.08% |
$96.7K - $98K
|
69.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.62K+ 2.7% |
$87.4K - $88.6K
|
138K
$3.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.44K+ 36.32% |
$83.1K - $84.2K
|
12.9K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.38K+ 34.03% |
$81.6K - $82.7K
|
13.3K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.1KNew |
$75.1K - $76.1K
|
3.1K
$76.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.91K+ 9.94% |
$70.5K - $71.4K
|
32.2K
$794K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.83K+ 400.85% |
$68.6K - $69.5K
|
3.54K
$87.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.72K+ 0.8% |
$65.8K - $66.7K
|
344K
$8.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.58K+ 179.21% |
$62.3K - $63.2K
|
4.02K
$99K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.22K+ 24.84% |
$53.7K - $54.4K
|
11.2K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.2K+ 1.01% |
$53.2K - $53.9K
|
219K
$5.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 3.43% |
$51.4K - $52.1K
|
64.1K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 6.67% |
$49.9K - $50.5K
|
33K
$813K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.88K+ 15.24% |
$45.4K - $46K
|
14.2K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87K+ 2.33% |
$45.1K - $45.7K
|
82K
$2.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.72K+ 2.58% |
$41.7K - $42.2K
|
68.5K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 9.18% |
$40.9K - $41.4K
|
20.1K
$495K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 22.21% |
$40.8K - $41.4K
|
9.29K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.63K+ 19.43% |
$39.5K - $40K
|
10K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.55K+ 13.74% |
$37.6K - $38.1K
|
12.9K
$317K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.53K+ 0.47% |
$37K - $37.5K
|
328K
$8.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.49K+ 9.47% |
$36.1K - $36.5K
|
17.2K
$425K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.44K+ 4.04% |
$34.8K - $35.3K
|
37.1K
$914K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.38KNew |
$33.3K - $33.8K
|
1.38K
$33.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.34K+ 6.0% |
$32.5K - $32.9K
|
23.7K
$585K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.34K+ 0.66% |
$32.3K - $32.7K
|
205K
$5.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 37.61% |
$27.8K - $28.2K
|
4.21K
$104K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.14KNew |
$27.6K - $28K
|
1.14K
$28.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.14K+ 34.55% |
$27.6K - $27.9K
|
4.44K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.13K+ 8.18% |
$27.4K - $27.8K
|
15K
$370K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
671+ 1.01% |
$16.2K - $16.4K
|
67.2K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
656+ 5.28% |
$15.9K - $16.1K
|
13.1K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
635+ 14.14% |
$15.4K - $15.6K
|
5.13K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
540+ 2.63% |
$13.1K - $13.2K
|
21.1K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
471+ 2.4% |
$11.4K - $11.5K
|
20.1K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
470+ 1.57% |
$11.4K - $11.5K
|
30.4K
$749K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
467+ 0.95% |
$11.3K - $11.4K
|
49.8K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
465+ 3.16% |
$11.2K - $11.4K
|
15.2K
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
379+ 3.05% |
$9.17K - $9.29K
|
12.8K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
357+ 3.94% |
$8.64K - $8.75K
|
9.41K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
330+ 3.01% |
$7.98K - $8.09K
|
11.3K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
259New |
$6.27K - $6.35K
|
259
$6.38K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
195+ 0.89% |
$4.72K - $4.78K
|
22.2K
$547K
|