Purchases and Sales Made in Q4 2021 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 2021. 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 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3MNew |
$33.3M - $33.8M
|
1.3M
$32M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
438K+ 1849.47% |
$11.2M - $11.4M
|
462K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
272KNew |
$6.97M - $7.07M
|
272K
$6.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
202KNew |
$5.16M - $5.24M
|
202K
$4.97M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
101K+ 9.3% |
$2.59M - $2.63M
|
1.19M
$29.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
101K+ 408.36% |
$2.58M - $2.62M
|
125K
$3.09M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
90.3KNew |
$2.31M - $2.35M
|
90.3K
$2.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
89.6K+ 1799.38% |
$2.29M - $2.33M
|
94.6K
$2.33M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
83.7KNew |
$2.14M - $2.17M
|
83.7K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
83.5K+ 61.05% |
$2.14M - $2.17M
|
220K
$5.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78.2K+ 69.52% |
$2M - $2.03M
|
191K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.4K+ 8.91% |
$1.9M - $1.93M
|
909K
$22.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
73.7K+ 253.85% |
$1.89M - $1.91M
|
103K
$2.53M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
71.8KNew |
$1.84M - $1.87M
|
71.8K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67.3KNew |
$1.72M - $1.75M
|
67.3K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.8K+ 15.4% |
$1.71M - $1.74M
|
501K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.2K+ 16.14% |
$1.67M - $1.69M
|
469K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.9K+ 13.35% |
$1.66M - $1.69M
|
551K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
57.4K+ 10.27% |
$1.47M - $1.49M
|
616K
$15.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
52.8KNew |
$1.35M - $1.37M
|
52.8K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
49.2KNew |
$1.26M - $1.28M
|
49.2K
$1.21M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
41.2KNew |
$1.06M - $1.07M
|
41.2K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.4K+ 71.04% |
$1.04M - $1.05M
|
97.3K
$2.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
38.6K+ 49.64% |
$988K - $1M
|
116K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
36.8K+ 21.15% |
$942K - $956K
|
211K
$5.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33.1K+ 16.33% |
$848K - $861K
|
236K
$5.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.7K+ 18.12% |
$811K - $823K
|
206K
$5.09M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
31.3K+ 10.96% |
$802K - $814K
|
317K
$7.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31KNew |
$795K - $807K
|
31K
$765K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$781K - $792K
|
30.5K
$751K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
28.2K+ 106.71% |
$721K - $732K
|
54.6K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
26.5KNew |
$679K - $689K
|
26.5K
$653K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
26.3K+ 22.38% |
$674K - $684K
|
144K
$3.55M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 73.73% |
$669K - $678K
|
61.5K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.9K+ 7.43% |
$664K - $674K
|
375K
$9.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
25.5K+ 3798.81% |
$654K - $663K
|
26.2K
$646K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
23.5K+ 20.39% |
$602K - $611K
|
139K
$3.42M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4KNew |
$600K - $609K
|
23.4K
$577K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23K+ 13.12% |
$588K - $597K
|
198K
$4.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.7KNew |
$581K - $589K
|
22.7K
$559K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
22.4K+ 117.22% |
$574K - $582K
|
41.5K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
22.3K+ 136.49% |
$571K - $580K
|
38.6K
$953K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
22.3KNew |
$571K - $579K
|
22.3K
$549K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.9KNew |
$536K - $544K
|
20.9K
$516K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.9K+ 182.02% |
$534K - $542K
|
32.3K
$796K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.7K+ 48.01% |
$529K - $537K
|
63.7K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
20KNew |
$513K - $521K
|
20K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.8K+ 40.19% |
$506K - $514K
|
69K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
19.7KNew |
$503K - $511K
|
19.7K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
18.5KNew |
$474K - $481K
|
18.5K
$457K
|