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 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.57KNew |
$38.6K - $40.3K
|
1.57K
$38.8K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.55K+ 10.22% |
$38K - $39.7K
|
16.7K
$412K
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.32K+ 6.08% |
$32.4K - $33.8K
|
23K
$568K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.25K+ 15.51% |
$30.7K - $32K
|
9.3K
$229K
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.22K+ 9.7% |
$30K - $31.3K
|
13.8K
$341K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.14KNew |
$27.9K - $29.1K
|
1.14K
$28K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$25.9K - $27K
|
1.06K
$26K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
972+ 24.47% |
$23.9K - $24.9K
|
4.94K
$122K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
813+ 3.19% |
$20K - $20.8K
|
26.3K
$649K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$19.6K - $20.5K
|
800
$19.7K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
753+ 7.42% |
$18.5K - $19.3K
|
10.9K
$269K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
699+ 2.58% |
$17.2K - $17.9K
|
27.8K
$685K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
639+ 1.17% |
$15.7K - $16.4K
|
55.2K
$1.36M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
543New |
$13.3K - $13.9K
|
543
$13.4K
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
500+ 1.21% |
$12.3K - $12.8K
|
41.9K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
479+ 3.53% |
$11.8K - $12.3K
|
14K
$346K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
438+ 0.92% |
$10.7K - $11.2K
|
48.1K
$1.19M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
333New |
$8.17K - $8.53K
|
333
$8.21K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
281+ 1.89% |
$6.9K - $7.2K
|
15.2K
$374K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
257+ 1.9% |
$6.31K - $6.59K
|
13.8K
$340K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
218+ 0.45% |
$5.35K - $5.59K
|
49.1K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
212+ 1.2% |
$5.2K - $5.43K
|
17.8K
$440K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
208+ 39.85% |
$5.1K - $5.33K
|
730
$18K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
192+ 1.81% |
$4.71K - $4.92K
|
10.8K
$267K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
183+ 10.99% |
$4.49K - $4.69K
|
1.85K
$45.6K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
157+ 5.26% |
$3.85K - $4.02K
|
3.14K
$77.5K
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
145New |
$3.56K - $3.72K
|
145
$3.58K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
101+ 4.89% |
$2.48K - $2.59K
|
2.17K
$53.4K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 111.11% |
$2.45K - $2.56K
|
190
$4.69K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$2.45K - $2.56K
|
100
$2.47K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
85+ 0.23% |
$2.09K - $2.18K
|
36.5K
$900K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
84+ 0.37% |
$2.06K - $2.15K
|
23K
$567K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
79+ 6.8% |
$1.94K - $2.02K
|
1.24K
$30.6K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
22+ 0.2% |
$540 - $564
|
10.8K
$266K
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.13% |
$270 - $282
|
8.36K
$206K
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$245 - $256
|
9.94K
$245K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
9+ 0.07% |
$221 - $231
|
13.2K
$324K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.15% |
$73.6 - $76.9
|
1.94K
$47.9K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4- 0.01% |
$98.2 - $103
|
41.8K
$1.03M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.39% |
$614 - $641
|
6.38K
$157K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-50- 1.03% |
$1.23K - $1.28K
|
4.8K
$118K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-53- 0.41% |
$1.3K - $1.36K
|
12.8K
$316K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-78Closed |
$1.91K - $2K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-120- 4.37% |
$2.94K - $3.08K
|
2.62K
$64.7K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-123- 2.74% |
$3.02K - $3.15K
|
4.36K
$108K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-133- 0.92% |
$3.26K - $3.41K
|
14.4K
$355K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-212Closed |
$5.2K - $5.43K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-212Closed |
$5.2K - $5.43K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-275- 7.52% |
$6.75K - $7.05K
|
3.38K
$83.4K
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-276- 1.24% |
$6.77K - $7.07K
|
22K
$543K
|