Purchases and Sales Made in Q4 2024 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

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 14, 2025 Q4 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
700
+ 2.2%
$17.2K - $17.6K
32.5K $809K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
657
+ 37.31%
$16.2K - $16.5K
2.42K $60.2K
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
628
+ 2.6%
$15.5K - $15.8K
24.8K $617K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
614
+ 2.8%
$15.1K - $15.4K
22.6K $562K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
471
New
$11.6K - $11.8K
471 $11.7K
Feb 13, 2025 Q4 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
454
+ 0.95%
$11.2K - $11.4K
48.1K $1.2M
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
445
+ 1.46%
$11K - $11.2K
30.8K $767K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
436
+ 6.65%
$10.7K - $11K
7K $174K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
398
New
$9.79K - $10K
398 $9.91K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
383
New
$9.43K - $9.62K
383 $9.53K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
379
+ 0.92%
$9.33K - $9.52K
41.7K $1.04M
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
377
+ 2.37%
$9.28K - $9.47K
16.3K $405K
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
372
+ 1.38%
$9.15K - $9.34K
27.3K $679K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
330
+ 1.07%
$8.12K - $8.29K
31.3K $779K
Jan 30, 2025 Q4 2024
4 Thought Financial Group Inc.

BUY
 -
321
+ 3.63%
$7.9K - $8.06K
9.16K $228K
Feb 13, 2025 Q4 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
315
+ 3.15%
$7.75K - $7.91K
10.3K $257K
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
308
+ 3.25%
$7.58K - $7.74K
9.78K $243K
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
300
+ 22.12%
$7.38K - $7.54K
1.66K $41.2K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
291
New
$7.16K - $7.31K
291 $7.24K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
267
+ 13.06%
$6.57K - $6.71K
2.31K $57.5K
Feb 11, 2025 Q4 2024
Running Point Capital Advisors, LLC

BUY
 -
263
+ 7.1%
$6.47K - $6.61K
3.97K $98.7K
Jan 14, 2025 Q4 2024
Truefg, LLC

Cedar Park, TX
BUY
 -
256
+ 1.72%
$6.3K - $6.43K
15.2K $377K
Jan 27, 2025 Q4 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
247
+ 1.22%
$6.08K - $6.2K
20.5K $510K
Jan 16, 2025 Q4 2024
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
243
+ 3.03%
$5.98K - $6.1K
8.27K $206K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
235
+ 171.53%
$5.78K - $5.9K
372 $9.26K
Feb 06, 2025 Q4 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
225
+ 2.31%
$5.54K - $5.65K
9.96K $248K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
211
+ 3.58%
$5.19K - $5.3K
6.11K $152K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
205
+ 5.97%
$5.05K - $5.15K
3.64K $90.6K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
204
+ 1.75%
$5.02K - $5.12K
11.9K $295K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
190
New
$4.68K - $4.77K
190 $4.73K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
188
+ 4700.0%
$4.63K - $4.72K
192 $4.78K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
179
+ 10.54%
$4.41K - $4.5K
1.88K $46.7K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
159
+ 1.49%
$3.91K - $3.99K
10.8K $269K
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
BUY
 -
154
+ 1.52%
$3.79K - $3.87K
10.3K $257K
Feb 20, 2025 Q4 2024
Westfuller Advisors, LLC

New York, NY
BUY
 -
151
+ 0.54%
$3.72K - $3.79K
28K $697K
Feb 10, 2025 Q4 2024
Pds Planning, Inc

BUY
 -
144
+ 1.67%
$3.54K - $3.62K
8.76K $218K
Mar 18, 2025 Q4 2024
Cwc Advisors, Llc.

Lake Oswego, OR
BUY
 -
126
+ 1.56%
$3.1K - $3.17K
8.2K $204K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
116
New
$2.85K - $2.91K
116 $2.89K
Jan 31, 2025 Q4 2024
Buckingham Capital Management, Inc.

BUY
 -
110
+ 0.85%
$2.71K - $2.76K
13.1K $326K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
100
+ 1.03%
$2.46K - $2.51K
9.78K $243K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
93
+ 1.94%
$2.29K - $2.34K
4.89K $122K
Jan 24, 2025 Q4 2024
Resonant Capital Advisors, LLC

BUY
 -
88
+ 0.61%
$2.17K - $2.21K
14.6K $363K
Feb 11, 2025 Q4 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
80
+ 5.19%
$1.97K - $2.01K
1.62K $40.3K
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
77
New
$1.89K - $1.93K
77 $1.92K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
69
New
$1.7K - $1.73K
69 $1.72K
Jan 14, 2025 Q4 2024
First Pacific Financial

BUY
 -
54
+ 0.67%
$1.33K - $1.36K
8.08K $201K
Feb 04, 2025 Q4 2024
Sofi Wealth, LLC

BUY
 -
54
New
$1.33K - $1.36K
54 $1.34K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
25
+ 1.16%
$615 - $628
2.18K $54.2K
Feb 07, 2025 Q4 2024
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
24
+ 0.21%
$591 - $603
11.2K $279K

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