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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
265KNew |
$6.51M - $6.65M
|
265K
$6.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
192KNew |
$4.72M - $4.81M
|
192K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
136KNew |
$3.35M - $3.42M
|
136K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
113KNew |
$2.79M - $2.85M
|
113K
$2.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.3K+ 115.79% |
$1.51M - $1.54M
|
114K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.3K+ 25.08% |
$1.48M - $1.52M
|
301K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 75.31% |
$1.06M - $1.08M
|
100K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.3KNew |
$992K - $1.01M
|
40.3K
$997K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
40K+ 11.07% |
$984K - $1M
|
401K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 12.15% |
$816K - $833K
|
306K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29.4K+ 26.33% |
$723K - $738K
|
141K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.5K+ 16.03% |
$552K - $564K
|
162K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.6K+ 13.13% |
$506K - $517K
|
177K
$4.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20K+ 11.85% |
$493K - $503K
|
189K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
18.5K+ 26.87% |
$455K - $465K
|
87.4K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
18KNew |
$443K - $452K
|
18K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
18K+ 5354.76% |
$443K - $452K
|
18.3K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
17.2K+ 8.46% |
$422K - $431K
|
220K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17.1K+ 6.54% |
$422K - $431K
|
279K
$6.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.1KNew |
$421K - $430K
|
17.1K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.3KNew |
$400K - $408K
|
16.3K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 30.01% |
$343K - $351K
|
60.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1K+ 13.21% |
$323K - $329K
|
112K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.9KNew |
$293K - $299K
|
11.9K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 41.83% |
$278K - $284K
|
38.3K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.2K+ 2.79% |
$275K - $281K
|
411K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 11.01% |
$261K - $266K
|
107K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.33KNew |
$230K - $234K
|
9.33K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
9.33K+ 2.86% |
$230K - $234K
|
335K
$8.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.2KNew |
$226K - $231K
|
9.2K
$228K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.09KNew |
$224K - $228K
|
9.09K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.91KNew |
$219K - $224K
|
8.91K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.52K+ 5.76% |
$210K - $214K
|
156K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.33K+ 10.74% |
$205K - $209K
|
85.9K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8.06K+ 27.62% |
$198K - $203K
|
37.3K
$922K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.23K+ 7.87% |
$178K - $181K
|
99K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.22K+ 54.65% |
$178K - $181K
|
20.4K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.15K+ 8.88% |
$151K - $155K
|
75.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.15KNew |
$151K - $154K
|
6.15K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.91K+ 25.37% |
$145K - $148K
|
29.2K
$722K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.84K+ 15.65% |
$144K - $147K
|
43.1K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.7K+ 3.49% |
$140K - $143K
|
169K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.21K+ 39.02% |
$128K - $131K
|
18.6K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 6.42% |
$127K - $130K
|
85.8K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.05K+ 9.6% |
$124K - $127K
|
57.6K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
5.04K+ 23.52% |
$124K - $127K
|
26.5K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.57K+ 5.92% |
$112K - $115K
|
81.7K
$2.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.45K+ 4.04% |
$110K - $112K
|
115K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.27K+ 7.49% |
$105K - $107K
|
61.2K
$1.52M
|