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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.27K+ 7.49% |
$105K - $107K
|
61.2K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4K+ 29.4% |
$98.5K - $101K
|
17.6K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.91KNew |
$96.2K - $98.2K
|
3.91K
$96.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.82K+ 10.71% |
$94K - $96K
|
39.5K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 4.99% |
$93.3K - $95.2K
|
79.7K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.76K+ 36.84% |
$92.6K - $94.6K
|
14K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.49K+ 39.84% |
$86K - $87.7K
|
12.3K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.33K+ 10.93% |
$81.8K - $83.5K
|
33.7K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.96K+ 17.37% |
$72.9K - $74.4K
|
20K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.82K+ 13.84% |
$69.3K - $70.7K
|
23.2K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.7K+ 2.23% |
$66.3K - $67.7K
|
123K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.35K+ 2.94% |
$57.8K - $59K
|
82.4K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.17K+ 25.06% |
$53.5K - $54.6K
|
10.8K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.14K+ 3.5% |
$52.6K - $53.7K
|
63.3K
$1.57M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.12K+ 19.28% |
$52.2K - $53.3K
|
13.1K
$325K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.1K+ 2.9% |
$51.8K - $52.8K
|
74.7K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.89K+ 5.98% |
$46.5K - $47.5K
|
33.5K
$829K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 25.13% |
$44.1K - $45K
|
8.92K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 2.29% |
$43.6K - $44.5K
|
78.9K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 7.42% |
$40.1K - $40.9K
|
23.6K
$583K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 9.07% |
$40K - $40.8K
|
19.5K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.41K+ 53.5% |
$34.6K - $35.3K
|
4.04K
$99.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.31K+ 0.35% |
$32.2K - $32.8K
|
379K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 5.85% |
$31.9K - $32.6K
|
23.5K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 0.53% |
$29.6K - $30.2K
|
230K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$28.8K - $29.4K
|
21.9K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.17K+ 7.13% |
$28.7K - $29.3K
|
17.5K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.1K+ 1.78% |
$27.1K - $27.7K
|
62.9K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.06K+ 0.21% |
$26.1K - $26.6K
|
498K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
998+ 115.51% |
$24.6K - $25.1K
|
1.86K
$46.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
892New |
$22K - $22.4K
|
892
$22.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
797+ 5.14% |
$19.6K - $20K
|
16.3K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
657+ 37.31% |
$16.2K - $16.5K
|
2.42K
$59.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
445+ 1.46% |
$11K - $11.2K
|
30.8K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
436+ 6.65% |
$10.7K - $11K
|
7K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
380+ 2.11% |
$9.35K - $9.55K
|
18.4K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
330+ 1.07% |
$8.12K - $8.29K
|
31.3K
$774K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
321+ 3.63% |
$7.9K - $8.06K
|
9.16K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
256+ 1.72% |
$6.3K - $6.43K
|
15.2K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
247+ 1.22% |
$6.08K - $6.2K
|
20.5K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
243+ 3.03% |
$5.98K - $6.1K
|
8.27K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
225+ 2.31% |
$5.54K - $5.65K
|
9.96K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 3.58% |
$5.19K - $5.3K
|
6.11K
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
205+ 5.97% |
$5.05K - $5.15K
|
3.64K
$90.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204+ 1.75% |
$5.02K - $5.12K
|
11.9K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
190New |
$4.68K - $4.77K
|
190
$4.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
188+ 4700.0% |
$4.63K - $4.72K
|
192
$4.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 10.54% |
$4.41K - $4.5K
|
1.88K
$46.5K
|