Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32M+ 232.74% |
$32.1M - $33.2M
|
1.88M
$46.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
918KNew |
$22.4M - $23.1M
|
918K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
472K+ 1188.72% |
$11.5M - $11.9M
|
512K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
302K+ 332.79% |
$7.36M - $7.6M
|
392K
$9.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 22.86% |
$3.03M - $3.13M
|
668K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$2.85M - $2.94M
|
117K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
112K+ 78.58% |
$2.73M - $2.82M
|
254K
$6.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
99.2KNew |
$2.42M - $2.5M
|
99.2K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
90.2K+ 3.43% |
$2.2M - $2.27M
|
2.72M
$67.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83K+ 106.62% |
$2.02M - $2.09M
|
161K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
74.7K+ 17.67% |
$1.82M - $1.88M
|
497K
$12.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
72.6KNew |
$1.77M - $1.83M
|
72.6K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
71K+ 3001.23% |
$1.73M - $1.79M
|
73.3K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.2KNew |
$1.49M - $1.54M
|
61.2K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.1K+ 309.24% |
$1.49M - $1.54M
|
80.8K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.1KNew |
$1.39M - $1.44M
|
57.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.3K+ 11.09% |
$1.23M - $1.27M
|
504K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5K+ 6.36% |
$1.06M - $1.1M
|
728K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.8KNew |
$995K - $1.03M
|
40.8K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
36K+ 174.33% |
$878K - $908K
|
56.7K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$807K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 13.02% |
$766K - $792K
|
273K
$6.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.1K+ 7.62% |
$734K - $759K
|
425K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.4KNew |
$693K - $716K
|
28.4K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28K+ 57.55% |
$683K - $706K
|
76.7K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
27.8KNew |
$679K - $702K
|
27.8K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 48.15% |
$661K - $683K
|
83.4K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27KNew |
$658K - $680K
|
27K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 4.7% |
$650K - $672K
|
594K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.3K+ 22.75% |
$617K - $638K
|
137K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
24.7K+ 76.76% |
$603K - $623K
|
57K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.5K+ 6.52% |
$597K - $617K
|
400K
$9.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 24.39% |
$582K - $601K
|
122K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.3KNew |
$568K - $587K
|
23.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.9K+ 40.33% |
$558K - $577K
|
79.7K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.7K+ 47.41% |
$529K - $546K
|
67.4K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21.1K+ 82.7% |
$513K - $531K
|
46.5K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5K+ 26.92% |
$475K - $491K
|
91.8K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.9KNew |
$437K - $451K
|
17.9K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 5.34% |
$426K - $441K
|
345K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 3.71% |
$420K - $434K
|
482K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.9K+ 2.55% |
$388K - $401K
|
639K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$370K - $382K
|
15.2K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15KNew |
$367K - $379K
|
15K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 2.74% |
$356K - $368K
|
548K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 6.44% |
$338K - $349K
|
229K
$5.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13K+ 12.1% |
$318K - $328K
|
121K
$2.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.9KNew |
$315K - $325K
|
12.9K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7KNew |
$310K - $320K
|
12.7K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3K+ 4.91% |
$299K - $310K
|
262K
$6.46M
|