Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93M+ 962.81% |
$45M - $47.1M
|
2.13M
$52.4M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93M+ 962.81% |
$45M - $47.1M
|
2.13M
$52.4M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
496K+ 62819.9% |
$11.6M - $12.1M
|
496K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 14.31% |
$3.99M - $4.18M
|
1.37M
$33.6M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
119K+ 74.39% |
$2.78M - $2.91M
|
279K
$6.87M
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
88.7K+ 92.38% |
$2.07M - $2.17M
|
185K
$4.55M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
50.4KNew |
$1.18M - $1.23M
|
50.4K
$1.24M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
41.1KNew |
$960K - $1M
|
41.1K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
41K+ 12.64% |
$958K - $1M
|
365K
$8.99M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.3K+ 18.23% |
$709K - $741K
|
197K
$4.84M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
29.5KNew |
$690K - $721K
|
29.5K
$726K
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1KNew |
$634K - $662K
|
27.1K
$668K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26.1K+ 183.24% |
$611K - $638K
|
40.4K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 17.57% |
$598K - $625K
|
171K
$4.21M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
24.6K+ 65.91% |
$576K - $602K
|
62K
$1.53M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
19.2K+ 6.38% |
$448K - $469K
|
320K
$7.88M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
19K+ 1.66% |
$444K - $465K
|
1.17M
$28.7M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19KNew |
$444K - $464K
|
19K
$468K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
18.9K+ 16.9% |
$442K - $462K
|
131K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.2K+ 75.63% |
$379K - $396K
|
37.7K
$928K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 1.34% |
$373K - $389K
|
1.2M
$29.6M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 3.07% |
$363K - $380K
|
522K
$12.9M
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
15.5K+ 20.34% |
$362K - $379K
|
91.7K
$2.26M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
13.8K+ 26.39% |
$322K - $337K
|
66.1K
$1.63M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13KNew |
$304K - $318K
|
13K
$321K
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.9KNew |
$301K - $315K
|
12.9K
$317K
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
12.4KNew |
$290K - $304K
|
12.4K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12K+ 11.57% |
$281K - $293K
|
116K
$2.85M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.3KNew |
$265K - $277K
|
11.3K
$279K
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$260K - $272K
|
11.1K
$274K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11K+ 3.45% |
$257K - $269K
|
330K
$8.11M
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.7K+ 14.04% |
$250K - $261K
|
86.9K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.91KNew |
$231K - $242K
|
9.91K
$244K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.69KNew |
$226K - $237K
|
9.69K
$238K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.61K+ 25.21% |
$225K - $235K
|
47.7K
$1.18M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
9.18K+ 179.75% |
$214K - $224K
|
14.3K
$352K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.14K+ 5.61% |
$214K - $223K
|
172K
$4.23M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.8K+ 25.54% |
$206K - $215K
|
43.2K
$1.06M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
8.73KNew |
$204K - $213K
|
8.73K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.55KNew |
$200K - $209K
|
8.55K
$210K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.52KNew |
$199K - $208K
|
8.52K
$210K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.37K+ 20.91% |
$196K - $205K
|
48.4K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.05K+ 5.27% |
$188K - $197K
|
161K
$3.96M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.83K+ 0.7% |
$160K - $167K
|
977K
$24.1M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.51K+ 55.21% |
$152K - $159K
|
18.3K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
6.31K+ 17.46% |
$147K - $154K
|
42.4K
$1.04M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.03K+ 15.65% |
$141K - $147K
|
44.6K
$1.1M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
6K+ 16.77% |
$140K - $147K
|
41.8K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
5.96KNew |
$139K - $146K
|
5.96K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5.9K+ 29.85% |
$138K - $144K
|
25.6K
$631K
|