Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
447KNew |
$11M - $11.2M
|
447K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 18.88% |
$8.76M - $8.94M
|
2.24M
$55.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
345K+ 12.68% |
$8.5M - $8.67M
|
3.07M
$76.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
265KNew |
$6.51M - $6.65M
|
265K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
206K+ 30.83% |
$5.07M - $5.18M
|
874K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
192KNew |
$4.72M - $4.81M
|
192K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
136KNew |
$3.35M - $3.42M
|
136K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
114KNew |
$2.8M - $2.85M
|
114K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
113KNew |
$2.79M - $2.85M
|
113K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103K+ 53.54% |
$2.53M - $2.58M
|
295K
$7.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 19.86% |
$2.46M - $2.51M
|
604K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99.5K+ 19.43% |
$2.45M - $2.5M
|
612K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.7K+ 24.66% |
$2.38M - $2.43M
|
489K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.2K+ 10.06% |
$1.8M - $1.84M
|
801K
$20M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.3K+ 115.79% |
$1.51M - $1.54M
|
114K
$2.85M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.3K+ 25.08% |
$1.48M - $1.52M
|
301K
$7.51M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 75.31% |
$1.06M - $1.08M
|
100K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
41.9K+ 6.56% |
$1.03M - $1.05M
|
681K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.4K+ 6.81% |
$995K - $1.02M
|
634K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.3KNew |
$992K - $1.01M
|
40.3K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
40K+ 11.07% |
$984K - $1M
|
401K
$10M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.6K+ 34.64% |
$973K - $993K
|
154K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 16.62% |
$918K - $937K
|
262K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$891K - $909K
|
36.2K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 12.15% |
$816K - $833K
|
306K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 5.79% |
$781K - $797K
|
580K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.7K+ 99.07% |
$732K - $747K
|
59.8K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29.4K+ 26.33% |
$723K - $738K
|
141K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.2K+ 8.19% |
$695K - $710K
|
373K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 85.54% |
$598K - $611K
|
52.7K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.5K+ 1969.68% |
$553K - $565K
|
23.6K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.5K+ 16.03% |
$552K - $564K
|
162K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 13.6% |
$538K - $549K
|
183K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.6K+ 13.13% |
$506K - $517K
|
177K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
20.1K+ 27.45% |
$496K - $506K
|
93.5K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20K+ 11.85% |
$493K - $503K
|
189K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.1K+ 32.88% |
$471K - $481K
|
77.3K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
18.5K+ 26.87% |
$455K - $465K
|
87.4K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
18.4KNew |
$454K - $463K
|
18.4K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
18KNew |
$443K - $452K
|
18K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
18K+ 5354.76% |
$443K - $452K
|
18.3K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
17.2K+ 8.46% |
$422K - $431K
|
220K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17.1K+ 6.54% |
$422K - $431K
|
279K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.1KNew |
$421K - $430K
|
17.1K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 20.18% |
$401K - $410K
|
97.1K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.3KNew |
$400K - $408K
|
16.3K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
14.6KNew |
$360K - $367K
|
14.6K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 30.01% |
$343K - $351K
|
60.5K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1K+ 13.21% |
$323K - $329K
|
112K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.7KNew |
$312K - $319K
|
12.7K
$317K
|