Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
5.19K+ 5.55% |
$126K - $128K
|
98.7K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.97K+ 29.28% |
$121K - $122K
|
21.9K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.71K+ 19.87% |
$114K - $116K
|
28.4K
$700K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.64K+ 6.73% |
$113K - $114K
|
73.7K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.49K+ 102.49% |
$109K - $110K
|
8.87K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.34K+ 4.98% |
$106K - $107K
|
91.5K
$2.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4.14K+ 6.62% |
$101K - $102K
|
66.8K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.89K+ 10.52% |
$94.7K - $95.7K
|
40.9K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.53K+ 21.91% |
$85.9K - $86.8K
|
19.7K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.53K+ 5.79% |
$85.8K - $86.7K
|
64.5K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.48K+ 29.91% |
$84.6K - $85.5K
|
15.1K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.45K+ 7.47% |
$83.9K - $84.7K
|
49.6K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.42K+ 30.3% |
$83.2K - $84.1K
|
14.7K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
3.4K+ 1.04% |
$82.6K - $83.5K
|
331K
$8.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.03K+ 29.48% |
$73.6K - $74.4K
|
13.3K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.81K+ 0.83% |
$68.3K - $69K
|
341K
$8.41M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.65K+ 13.82% |
$64.4K - $65.1K
|
21.8K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51K+ 7.92% |
$61K - $61.6K
|
34.2K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.46K+ 18.49% |
$59.8K - $60.4K
|
15.7K
$388K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.44KNew |
$59.4K - $60K
|
2.44K
$60.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2.11K+ 14.28% |
$51.4K - $51.9K
|
16.9K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 2.84% |
$44.2K - $44.6K
|
65.7K
$1.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.82K+ 1.86% |
$44.1K - $44.6K
|
99.5K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.67K+ 11.66% |
$40.7K - $41.1K
|
16K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 8.63% |
$38.5K - $38.9K
|
19.9K
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 13.43% |
$35.8K - $36.1K
|
12.4K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47KNew |
$35.8K - $36.1K
|
1.47K
$36.2K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.43K+ 18.43% |
$34.8K - $35.1K
|
9.18K
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 12.74% |
$34.1K - $34.5K
|
12.4K
$306K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.38K+ 16.17% |
$33.6K - $33.9K
|
9.92K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.37K+ 12.53% |
$33.3K - $33.7K
|
12.3K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.23K+ 14.51% |
$30K - $30.3K
|
9.74K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 4.29% |
$30K - $30.3K
|
29.9K
$738K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 3.05% |
$29K - $29.3K
|
40.3K
$993K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.11K+ 3.12% |
$26.9K - $27.2K
|
36.6K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 12.63% |
$26.5K - $26.7K
|
9.71K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.08K+ 8.66% |
$26.3K - $26.6K
|
13.6K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.08K+ 3.31% |
$26.3K - $26.5K
|
33.7K
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 2.16% |
$25.8K - $26.1K
|
50.1K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
945+ 5.01% |
$23K - $23.2K
|
19.8K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
934+ 1.7% |
$22.7K - $22.9K
|
55.9K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
913+ 22.7% |
$22.2K - $22.4K
|
4.94K
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
909+ 3.97% |
$22.1K - $22.3K
|
23.8K
$586K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
759+ 3.53% |
$18.5K - $18.6K
|
22.2K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
730+ 5.46% |
$17.8K - $17.9K
|
14.1K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
721+ 7.46% |
$17.5K - $17.7K
|
10.4K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
703+ 6.63% |
$17.1K - $17.3K
|
11.3K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
667+ 10.81% |
$16.2K - $16.4K
|
6.84K
$169K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
653+ 6.05% |
$15.9K - $16K
|
11.5K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
645New |
$15.7K - $15.8K
|
645
$15.9K
|