Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.88K+ 3418.02% |
$139K - $142K
|
6.05K
$149K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.77K+ 31.63% |
$136K - $140K
|
24K
$593K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.73K+ 5.23% |
$135K - $139K
|
115K
$2.85M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.49K+ 13.65% |
$130K - $133K
|
45.7K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.41K+ 48.41% |
$128K - $131K
|
16.6K
$410K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
5.38K+ 11.33% |
$127K - $130K
|
52.8K
$1.31M
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.35K+ 6.94% |
$126K - $129K
|
82.5K
$2.04M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 0.91% |
$121K - $124K
|
568K
$14M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.46KNew |
$105K - $108K
|
4.46K
$110K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.12K+ 8.18% |
$97.4K - $99.7K
|
54.5K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4.09K+ 8.97% |
$96.6K - $98.9K
|
49.6K
$1.23M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 14.62% |
$92K - $94.2K
|
30.5K
$754K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.72K+ 7.44% |
$87.9K - $89.9K
|
53.7K
$1.33M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.25K+ 12.48% |
$76.7K - $78.5K
|
29.3K
$723K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.22K+ 4077.22% |
$76.1K - $77.9K
|
3.3K
$81.5K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.07K+ 14.12% |
$72.5K - $74.3K
|
24.8K
$613K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.02KNew |
$71.3K - $73K
|
3.02K
$74.5K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
3K+ 4.92% |
$70.8K - $72.5K
|
63.9K
$1.58M
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.88K+ 4.86% |
$68.1K - $69.7K
|
62.1K
$1.53M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.84KNew |
$67.2K - $68.7K
|
2.84K
$70.2K
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
2.65K+ 5.77% |
$62.5K - $64K
|
48.5K
$1.2M
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.49K+ 3.65% |
$58.8K - $60.2K
|
70.7K
$1.75M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.41K+ 13.85% |
$57K - $58.3K
|
19.8K
$490K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.2KNew |
$52K - $53.2K
|
2.2K
$54.3K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.9K+ 82.67% |
$45K - $46K
|
4.21K
$104K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.88KNew |
$44.4K - $45.4K
|
1.88K
$46.4K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.63K+ 4.99% |
$38.5K - $39.4K
|
34.2K
$846K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 3.21% |
$35.4K - $36.2K
|
48.1K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.4KNew |
$33.2K - $33.9K
|
1.4K
$34.7K
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.3K+ 11.33% |
$30.7K - $31.4K
|
12.8K
$316K
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1.24K+ 12.33% |
$29.3K - $30K
|
11.3K
$279K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.16K+ 3.98% |
$27.4K - $28K
|
30.3K
$747K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.12K+ 1.19% |
$26.3K - $27K
|
94.5K
$2.33M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.09KNew |
$25.7K - $26.3K
|
1.09K
$26.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 8.73% |
$24.1K - $24.7K
|
12.7K
$314K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.02K+ 9.56% |
$24K - $24.6K
|
11.6K
$288K
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1K+ 4.75% |
$23.6K - $24.2K
|
22K
$544K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
933+ 0.96% |
$22K - $22.6K
|
97.6K
$2.41M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
896+ 3.65% |
$21.2K - $21.7K
|
25.5K
$629K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
850+ 17.71% |
$20.1K - $20.6K
|
5.65K
$140K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
719New |
$17K - $17.4K
|
719
$17.8K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
679+ 7.19% |
$16K - $16.4K
|
10.1K
$250K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
657+ 4.21% |
$15.5K - $15.9K
|
16.3K
$402K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
605+ 2.95% |
$14.3K - $14.6K
|
21.1K
$521K
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
600+ 1.97% |
$14.2K - $14.5K
|
31.1K
$768K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 3.39% |
$13.5K - $13.9K
|
17.5K
$432K
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
557+ 1.13% |
$13.2K - $13.5K
|
50K
$1.23M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
545New |
$12.9K - $13.2K
|
545
$13.5K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
535+ 0.55% |
$12.6K - $12.9K
|
97.3K
$2.4M
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
524+ 0.81% |
$12.4K - $12.7K
|
64.9K
$1.6M
|