Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
808K+ 69.62% |
$18.7M - $19.3M
|
1.97M
$48.5M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
405KNew |
$9.39M - $9.7M
|
405K
$9.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
372K+ 108.93% |
$8.62M - $8.89M
|
713K
$17.5M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
347K+ 2171.32% |
$8.04M - $8.3M
|
363K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
280K+ 28.68% |
$6.5M - $6.71M
|
1.26M
$30.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
221KNew |
$5.12M - $5.29M
|
221K
$5.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
176K+ 89.65% |
$4.09M - $4.22M
|
373K
$9.19M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
141K+ 114.6% |
$3.26M - $3.37M
|
263K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
70.1KNew |
$1.63M - $1.68M
|
70.1K
$1.73M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
69.7KNew |
$1.62M - $1.67M
|
69.7K
$1.72M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
64.3KNew |
$1.49M - $1.54M
|
64.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.2K+ 219.67% |
$1.4M - $1.44M
|
87.6K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
59KNew |
$1.37M - $1.41M
|
59K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.4K+ 9.59% |
$1.28M - $1.33M
|
633K
$15.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 9.82% |
$1.19M - $1.23M
|
573K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
46.1K+ 12.62% |
$1.07M - $1.1M
|
411K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
45.9KNew |
$1.06M - $1.1M
|
45.9K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
42.9K+ 160.62% |
$996K - $1.03M
|
69.7K
$1.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
42.5K+ 297.48% |
$985K - $1.02M
|
56.8K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
40.9KNew |
$949K - $980K
|
40.9K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.7KNew |
$944K - $975K
|
40.7K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 121.64% |
$940K - $970K
|
73.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.9KNew |
$902K - $932K
|
38.9K
$958K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
36.2K+ 21.4% |
$840K - $867K
|
205K
$5.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.7K+ 58.61% |
$829K - $856K
|
96.7K
$2.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
34.4K+ 303.44% |
$797K - $823K
|
45.7K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.3K+ 162.52% |
$703K - $726K
|
49K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.3K+ 17.1% |
$679K - $701K
|
200K
$4.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
29.2K+ 60.74% |
$676K - $698K
|
77.2K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.7K+ 167.93% |
$643K - $663K
|
44.2K
$1.09M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.6K+ 1.3% |
$640K - $661K
|
2.15M
$53M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.6K+ 1.3% |
$640K - $661K
|
2.15M
$53M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6KNew |
$570K - $588K
|
24.6K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 97.36% |
$559K - $577K
|
48.9K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.9K+ 13.93% |
$555K - $573K
|
196K
$4.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
22.6K+ 57.47% |
$524K - $541K
|
61.9K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
21.6K+ 49.47% |
$502K - $518K
|
65.3K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 3.86% |
$485K - $501K
|
563K
$13.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.8K+ 68.02% |
$459K - $474K
|
48.9K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.8K+ 5.76% |
$459K - $474K
|
363K
$8.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19.3K+ 24.92% |
$447K - $462K
|
96.7K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.4KNew |
$428K - $442K
|
18.4K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
17.9K+ 5.6% |
$415K - $428K
|
338K
$8.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.2KNew |
$399K - $412K
|
17.2K
$423K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17KNew |
$393K - $406K
|
17K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.7K+ 149.73% |
$387K - $399K
|
27.8K
$685K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 3.28% |
$373K - $385K
|
508K
$12.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
15.8KNew |
$365K - $377K
|
15.8K
$388K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
14.4K+ 9.96% |
$335K - $345K
|
159K
$3.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
14.2K+ 8.91% |
$329K - $339K
|
173K
$4.27M
|