Purchases and Sales Made in Q4 2023 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 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 15, 2024 Q4 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
325
+ 2.32%
$7.66K - $7.96K
14.4K $354K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
320
New
$7.54K - $7.83K
320 $7.89K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
304
New
$7.16K - $7.44K
304 $7.49K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
238
+ 0.44%
$5.61K - $5.83K
54.8K $1.35M
Jan 26, 2024 Q4 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
236
+ 2.14%
$5.56K - $5.78K
11.3K $278K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
233
New
$5.49K - $5.7K
233 $5.74K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
164
+ 0.9%
$3.86K - $4.01K
18.3K $452K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
142
+ 0.65%
$3.35K - $3.48K
22K $541K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
136
+ 1.06%
$3.2K - $3.33K
13K $321K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
120
New
$2.83K - $2.94K
120 $2.96K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
72
New
$1.7K - $1.76K
72 $1.77K
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
71
+ 0.24%
$1.67K - $1.74K
30K $740K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
59
+ 83.1%
$1.39K - $1.44K
130 $3.2K
Feb 07, 2024 Q4 2023
Buckingham Capital Management, Inc.

BUY
 -
52
+ 0.51%
$1.23K - $1.27K
10.3K $253K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
41
New
$966 - $1K
41 $1.01K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
40
+ 0.17%
$942 - $979
23.7K $584K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
31
+ 1.97%
$730 - $759
1.61K $39.6K
Feb 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
13
+ 0.02%
$306 - $318
61.9K $1.53M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
10
+ 0.33%
$236 - $245
3.06K $75.3K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
9
+ 0.35%
$212 - $220
2.59K $63.8K
Feb 02, 2024 Q4 2023
Pittenger & Anderson Inc

BUY
 -
6
+ 6.06%
$141 - $147
105 $2.59K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
4
+ 0.28%
$94.2 - $97.9
1.41K $34.7K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
3
+ 1.79%
$70.7 - $73.4
171 $4.22K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-19
- 0.08%
$448 - $465
22.3K $551K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

SELL
 -
-22
- 0.04%
$518 - $539
58.4K $1.44M
Jan 31, 2024 Q4 2023
Dt Investment Partners, LLC

SELL
 -
-26
- 4.47%
$613 - $636
556 $13.7K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
SELL
 -
-32
- 0.79%
$754 - $783
4.02K $99.1K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-42
- 5.84%
$990 - $1.03K
677 $16.7K
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

SELL
 -
-54
- 0.25%
$1.27K - $1.32K
21.5K $530K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-60
- 0.55%
$1.41K - $1.47K
10.9K $270K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-69
- 0.56%
$1.63K - $1.69K
12.2K $302K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-97
- 0.12%
$2.29K - $2.37K
83.8K $2.07M
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-100
- 0.48%
$2.36K - $2.45K
20.9K $515K
Jan 10, 2024 Q4 2023
Marshall Financial Group LLC

SELL
 -
-101
- 0.72%
$2.38K - $2.47K
13.9K $342K
Jan 19, 2024 Q4 2023
Pfg Advisors

SELL
 -
-103
- 0.9%
$2.43K - $2.52K
11.3K $278K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

SELL
 -
-140
- 0.86%
$3.3K - $3.43K
16.1K $397K
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-220
- 2.94%
$5.18K - $5.39K
7.26K $179K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

SELL
 -
-231
- 0.38%
$5.44K - $5.65K
60.6K $1.49M
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-235
- 1.89%
$5.54K - $5.75K
12.2K $301K
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-281
- 0.65%
$6.62K - $6.88K
42.6K $1.05M
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-284
- 2.67%
$6.69K - $6.95K
10.3K $255K
Feb 12, 2024 Q4 2023
Fortis Capital Management LLC

SELL
 -
-308
- 0.44%
$7.26K - $7.54K
69.2K $1.71M
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-338
- 2.62%
$7.96K - $8.27K
12.6K $310K
Jan 10, 2024 Q4 2023
Long Run Wealth Advisors, LLC

SELL
 -
-397
- 0.39%
$9.35K - $9.72K
101K $2.5M
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-399
- 0.96%
$9.4K - $9.77K
41K $1.01M
Feb 12, 2024 Q4 2023
Headinvest, LLC

Portland, ME
SELL
 -
-400
- 4.48%
$9.42K - $9.79K
8.54K $210K
Jan 18, 2024 Q4 2023
Johnson Bixby & Associates, LLC

SELL
 -
-438
- 1.17%
$10.3K - $10.7K
37K $913K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-450
- 12.52%
$10.6K - $11K
3.14K $77.5K
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-464
- 3.46%
$10.9K - $11.4K
13K $319K

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