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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.93K+ 16.28% |
$115K - $120K
|
35.2K
$872K
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.93K+ 2.5% |
$115K - $120K
|
202K
$5.02M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.74K+ 3.07% |
$111K - $116K
|
159K
$3.94M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.55K+ 39.94% |
$106K - $111K
|
16K
$395K
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.32KNew |
$101K - $105K
|
4.32K
$107K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.14K+ 35.73% |
$96.7K - $101K
|
15.7K
$389K
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
4K+ 19.13% |
$93.4K - $97.7K
|
24.9K
$617K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
3.48K+ 30.82% |
$81.2K - $84.9K
|
14.8K
$365K
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
3.45K+ 2.14% |
$80.7K - $84.3K
|
164K
$4.07M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.25K+ 12.99% |
$76K - $79.4K
|
28.3K
$700K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.2K+ 33.04% |
$74.7K - $78.1K
|
12.9K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.13K+ 0.55% |
$73.2K - $76.5K
|
577K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.99K+ 1.91% |
$69.9K - $73.1K
|
159K
$3.95M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.85K+ 16.41% |
$66.7K - $69.7K
|
20.2K
$501K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.32K+ 1.39% |
$54.1K - $56.6K
|
169K
$4.19M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.3K+ 5.67% |
$53.8K - $56.3K
|
42.9K
$1.06M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 4.51% |
$47.7K - $49.9K
|
47.4K
$1.17M
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.88K+ 3.35% |
$43.8K - $45.8K
|
57.9K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.71K+ 2.78% |
$39.9K - $41.7K
|
63K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 0.61% |
$39.8K - $41.6K
|
282K
$6.98M
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.68K+ 12.49% |
$39.3K - $41K
|
15.1K
$375K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.6K+ 4.98% |
$37.5K - $39.2K
|
33.8K
$838K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.52K+ 1.3% |
$35.6K - $37.2K
|
119K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.51K+ 3.44% |
$35.4K - $37K
|
45.5K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.33K+ 4.58% |
$31K - $32.4K
|
30.3K
$750K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1.27K+ 41.25% |
$29.6K - $30.9K
|
4.34K
$107K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.26K+ 1.9% |
$29.4K - $30.7K
|
67.6K
$1.67M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 1.9% |
$29.4K - $30.7K
|
67.6K
$1.67M
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.14K+ 9.36% |
$26.6K - $27.8K
|
13.3K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 4.03% |
$24.8K - $25.9K
|
27.4K
$679K
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.01K+ 1.67% |
$23.5K - $24.6K
|
61.3K
$1.52M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
963+ 8.96% |
$22.5K - $23.5K
|
11.7K
$290K
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
926+ 9.36% |
$21.6K - $22.6K
|
10.8K
$268K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
867+ 1.39% |
$20.3K - $21.2K
|
63.4K
$1.57M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
751+ 2.29% |
$17.6K - $18.3K
|
33.5K
$829K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
703New |
$16.4K - $17.2K
|
703
$17.4K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
666+ 3.3% |
$15.6K - $16.3K
|
20.9K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
640+ 5.07% |
$15K - $15.6K
|
13.3K
$328K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
522New |
$12.2K - $12.8K
|
522
$12.9K
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
391+ 2.43% |
$9.14K - $9.55K
|
16.5K
$409K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
390+ 34.36% |
$9.11K - $9.53K
|
1.53K
$37.8K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
374New |
$8.74K - $9.14K
|
374
$9.26K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
351+ 2.44% |
$8.2K - $8.57K
|
14.8K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
345+ 1.23% |
$8.06K - $8.43K
|
28.4K
$703K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
327+ 0.74% |
$7.64K - $7.99K
|
44.6K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
313+ 2.07% |
$7.31K - $7.65K
|
15.5K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
289New |
$6.75K - $7.06K
|
289
$7.16K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
211+ 0.43% |
$4.93K - $5.15K
|
49.4K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
99+ 0.67% |
$2.31K - $2.42K
|
14.9K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 3.63% |
$1.96K - $2.05K
|
2.4K
$59.4K
|