Purchases and Sales Made in Q1 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.91M+ 161.0% |
$46.9M - $49M
|
3.1M
$76.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
343K+ 12.45% |
$8.43M - $8.8M
|
3.1M
$76.5M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
341K+ 1285.89% |
$8.36M - $8.73M
|
367K
$9.05M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
156KNew |
$3.84M - $4.01M
|
156K
$3.86M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 13.73% |
$3.68M - $3.85M
|
1.24M
$30.6M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
129K+ 142.9% |
$3.17M - $3.31M
|
219K
$5.41M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117K+ 282.78% |
$2.88M - $3.01M
|
159K
$3.92M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113K+ 216.26% |
$2.77M - $2.9M
|
165K
$4.08M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 11.55% |
$2.58M - $2.69M
|
1.01M
$25M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
103KNew |
$2.53M - $2.64M
|
103K
$2.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
93.5K+ 39.64% |
$2.3M - $2.4M
|
329K
$8.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
90.1K+ 769.07% |
$2.21M - $2.31M
|
102K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.7K+ 15.52% |
$1.91M - $1.99M
|
578K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.2K+ 16.46% |
$1.89M - $1.98M
|
546K
$13.5M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
70.7K+ 352.72% |
$1.73M - $1.81M
|
90.7K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
65.3K+ 29.63% |
$1.6M - $1.67M
|
286K
$7.04M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
43.6KNew |
$1.07M - $1.12M
|
43.6K
$1.08M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
43.5K+ 45.94% |
$1.07M - $1.11M
|
138K
$3.4M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
43.4KNew |
$1.07M - $1.11M
|
43.4K
$1.07M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36.4K+ 117.6% |
$894K - $934K
|
67.4K
$1.66M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
35.7K+ 24.82% |
$876K - $915K
|
180K
$4.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
35.2K+ 55.29% |
$865K - $903K
|
99K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.5K+ 27.89% |
$822K - $858K
|
154K
$3.79M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31.5K+ 215.03% |
$774K - $808K
|
46.2K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31.3K+ 32.14% |
$768K - $802K
|
129K
$3.17M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
31KNew |
$761K - $795K
|
31K
$764K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.8KNew |
$732K - $765K
|
29.8K
$736K
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
28.6KNew |
$701K - $732K
|
28.6K
$704K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$647K - $676K
|
26.4K
$650K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26K+ 1199.12% |
$638K - $666K
|
28.2K
$694K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.1K+ 19.14% |
$617K - $644K
|
157K
$3.86M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.9K+ 74.93% |
$610K - $637K
|
58K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 5.7% |
$578K - $603K
|
437K
$10.8M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23.2K+ 94.77% |
$569K - $594K
|
47.6K
$1.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
23KNew |
$565K - $590K
|
23K
$568K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$561K - $586K
|
22.9K
$564K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 15.88% |
$489K - $510K
|
145K
$3.58M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
18.6K+ 14.81% |
$456K - $476K
|
144K
$3.55M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
16.9KNew |
$414K - $432K
|
16.9K
$416K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.5KNew |
$406K - $424K
|
16.5K
$408K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16.1K+ 108.18% |
$396K - $414K
|
31.1K
$766K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
15.6K+ 129.29% |
$383K - $400K
|
27.7K
$683K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13KNew |
$319K - $333K
|
13K
$320K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.9KNew |
$316K - $330K
|
12.9K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
12.5K+ 3.32% |
$306K - $319K
|
388K
$9.56M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.9KNew |
$293K - $306K
|
11.9K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.7K+ 56.48% |
$288K - $301K
|
32.5K
$801K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$287K - $300K
|
11.7K
$288K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 2.04% |
$276K - $288K
|
562K
$13.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
10.9K+ 7.78% |
$267K - $279K
|
151K
$3.71M
|