Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
246K+ 10.52% |
$5.78M - $6.01M
|
2.58M
$63.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
174K+ 255.36% |
$4.1M - $4.26M
|
242K
$5.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
169K+ 1272.8% |
$3.99M - $4.14M
|
183K
$4.5M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
150KNew |
$3.55M - $3.68M
|
150K
$3.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
140KNew |
$3.3M - $3.43M
|
140K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
105KNew |
$2.46M - $2.56M
|
105K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.1K+ 9.25% |
$2.15M - $2.23M
|
1.08M
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
86.7KNew |
$2.04M - $2.12M
|
86.7K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77.7K+ 2910.3% |
$1.83M - $1.9M
|
80.4K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.9K+ 16.6% |
$1.62M - $1.69M
|
484K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
66K+ 40.73% |
$1.56M - $1.62M
|
228K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.9K+ 10.16% |
$1.48M - $1.54M
|
682K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59.5K+ 49.36% |
$1.4M - $1.46M
|
180K
$4.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
58.6K+ 192.22% |
$1.38M - $1.43M
|
89.1K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50KNew |
$1.18M - $1.22M
|
50K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
47.3K+ 342.57% |
$1.11M - $1.16M
|
61.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 8.24% |
$1.06M - $1.1M
|
591K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
42.2K+ 205.73% |
$994K - $1.03M
|
62.7K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
39.4KNew |
$929K - $965K
|
39.4K
$972K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
39.4K+ 5.91% |
$927K - $964K
|
705K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
37.3K+ 14.31% |
$878K - $912K
|
298K
$7.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35.3KNew |
$832K - $864K
|
35.3K
$870K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
34KNew |
$800K - $831K
|
34K
$837K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
31.4K+ 11.5% |
$739K - $768K
|
304K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
30.2K+ 5.83% |
$711K - $739K
|
548K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.5K+ 21.5% |
$649K - $674K
|
156K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
25.3K+ 47.41% |
$596K - $619K
|
78.7K
$1.94M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24.2K+ 13.54% |
$571K - $593K
|
203K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.7K+ 5.54% |
$534K - $555K
|
432K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.4K+ 6.42% |
$529K - $549K
|
372K
$9.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3K+ 9.96% |
$526K - $547K
|
247K
$6.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
17KNew |
$401K - $417K
|
17K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.1KNew |
$356K - $370K
|
15.1K
$372K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14.9KNew |
$352K - $366K
|
14.9K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9KNew |
$328K - $341K
|
13.9K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.7K+ 30.3% |
$276K - $287K
|
50.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.6KNew |
$274K - $285K
|
11.6K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 18.4% |
$257K - $267K
|
70.3K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 30.33% |
$253K - $263K
|
46.2K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$241K - $250K
|
10.2K
$252K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9.35K+ 13.77% |
$220K - $229K
|
77.2K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.63KNew |
$203K - $211K
|
8.63K
$213K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
8.63KNew |
$203K - $211K
|
8.63K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
8.62KNew |
$203K - $211K
|
8.62K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$200K - $208K
|
8.5K
$210K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.42KNew |
$198K - $206K
|
8.42K
$207K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.2KNew |
$193K - $201K
|
8.2K
$202K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.8K+ 2.36% |
$184K - $191K
|
338K
$8.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 18.84% |
$183K - $191K
|
49.1K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.5KNew |
$177K - $184K
|
7.5K
$185K
|