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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.5K+ 77.7% |
$259K - $270K
|
24.1K
$603K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.4K+ 3.28% |
$255K - $267K
|
327K
$8.18M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 32.61% |
$248K - $259K
|
41.2K
$1.03M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
9.84KNew |
$241K - $252K
|
9.84K
$246K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.73K+ 19.76% |
$239K - $249K
|
59K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
9.69K+ 16.34% |
$238K - $248K
|
69K
$1.72M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.47K+ 38.51% |
$232K - $243K
|
34.1K
$851K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.26KNew |
$227K - $237K
|
9.26K
$231K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.93KNew |
$219K - $229K
|
8.93K
$223K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.86K+ 39.66% |
$193K - $201K
|
27.7K
$692K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 7.52% |
$189K - $198K
|
110K
$2.76M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.45K+ 20.68% |
$183K - $191K
|
43.5K
$1.09M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
7.43K+ 8.88% |
$182K - $190K
|
91.1K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.12K+ 2.62% |
$175K - $182K
|
279K
$6.98M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.02K+ 18.32% |
$172K - $180K
|
45.3K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.91K+ 5.94% |
$170K - $177K
|
123K
$3.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.91K+ 30.47% |
$170K - $177K
|
29.6K
$739K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6.25K+ 51.96% |
$153K - $160K
|
18.3K
$457K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.2K+ 4.8% |
$152K - $159K
|
135K
$3.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.92K+ 156.99% |
$145K - $152K
|
9.69K
$242K
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.49K+ 8.16% |
$135K - $141K
|
72.8K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.31K+ 22.66% |
$130K - $136K
|
28.7K
$718K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.88K+ 55.47% |
$120K - $125K
|
13.7K
$342K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.78K+ 15.68% |
$117K - $123K
|
35.3K
$881K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
4.48K+ 27.03% |
$110K - $115K
|
21.1K
$527K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.3K+ 11.39% |
$105K - $110K
|
42K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.99KNew |
$98K - $102K
|
3.99K
$99.8K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.99K+ 12.52% |
$97.8K - $102K
|
35.8K
$895K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
3.92K+ 5.08% |
$96.2K - $100K
|
81.1K
$2.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.85K+ 8.41% |
$94.5K - $98.7K
|
49.7K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.75K+ 309.93% |
$92K - $96K
|
4.96K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.44K+ 13.56% |
$84.4K - $88.2K
|
28.8K
$720K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.28K+ 5.07% |
$80.5K - $84.1K
|
68K
$1.7M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.28K+ 5.07% |
$80.5K - $84.1K
|
68K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
3.17K+ 32.53% |
$77.8K - $81.2K
|
12.9K
$323K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 2.1% |
$77.2K - $80.7K
|
153K
$3.82M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.01K+ 8.29% |
$73.8K - $77.1K
|
39.3K
$982K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.91K+ 1.92% |
$71.3K - $74.5K
|
154K
$3.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.9K+ 4.57% |
$71.2K - $74.4K
|
66.4K
$1.66M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.81K+ 12.75% |
$68.9K - $72K
|
24.8K
$621K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.59K+ 5.36% |
$63.6K - $66.5K
|
50.9K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.52K+ 16.09% |
$61.8K - $64.6K
|
18.2K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.48K+ 9.17% |
$60.7K - $63.4K
|
29.5K
$737K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2.36K+ 4.05% |
$57.8K - $60.4K
|
60.5K
$1.51M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.08KNew |
$51K - $53.3K
|
2.08K
$51.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.03K+ 10.35% |
$49.9K - $52.1K
|
21.7K
$542K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.02K+ 15.34% |
$49.6K - $51.8K
|
15.2K
$380K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1.98K+ 22.7% |
$48.6K - $50.8K
|
10.7K
$268K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.89K+ 18.93% |
$46.4K - $48.5K
|
11.9K
$297K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 8.57% |
$46K - $48K
|
23.7K
$593K
|