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 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
516+ 4.05% |
$12.2K - $12.5K
|
13.2K
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
512+ 2.96% |
$12.1K - $12.4K
|
17.8K
$441K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
455+ 5.15% |
$10.8K - $11K
|
9.29K
$230K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
423+ 4.91% |
$10K - $10.2K
|
9.03K
$224K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
329+ 1.1% |
$7.77K - $7.96K
|
30.3K
$749K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
275+ 366.67% |
$6.5K - $6.65K
|
350
$8.66K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
237+ 0.71% |
$5.6K - $5.73K
|
33.4K
$828K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
221+ 0.41% |
$5.22K - $5.35K
|
53.5K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
217+ 0.37% |
$5.13K - $5.25K
|
59.2K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
206+ 0.41% |
$4.87K - $4.98K
|
49.9K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
203+ 1.22% |
$4.8K - $4.91K
|
16.8K
$416K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180+ 1.35% |
$4.25K - $4.35K
|
13.5K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
173+ 1.08% |
$4.09K - $4.18K
|
16.2K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
156+ 8.44% |
$3.69K - $3.77K
|
2K
$49.6K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
148+ 34.1% |
$3.5K - $3.58K
|
582
$14.4K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
145+ 1.47% |
$3.43K - $3.51K
|
10K
$248K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
142+ 6.07% |
$3.36K - $3.43K
|
2.48K
$61.5K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
113+ 0.57% |
$2.67K - $2.73K
|
19.9K
$492K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
83+ 3.27% |
$1.96K - $2.01K
|
2.62K
$64.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
83+ 0.92% |
$1.96K - $2.01K
|
9.13K
$226K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29+ 16.76% |
$685 - $702
|
202
$5K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
28+ 0.22% |
$662 - $677
|
12.7K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.05% |
$331 - $339
|
28K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.1% |
$284 - $290
|
11.8K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 0.38% |
$236 - $242
|
2.63K
$65.2K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
9+ 10.0% |
$213 - $218
|
99
$2.45K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.44% |
$94.5 - $96.8
|
921
$22.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 0.82% |
$378 - $387
|
1.93K
$47.7K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 9.09% |
$425 - $435
|
180
$4.46K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 4.69% |
$473 - $484
|
406
$10K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 0.15% |
$827 - $847
|
23K
$568K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 8.23% |
$1.21K - $1.23K
|
569
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-81- 0.69% |
$1.91K - $1.96K
|
11.7K
$290K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-105- 0.41% |
$2.48K - $2.54K
|
25.5K
$630K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-148- 0.35% |
$3.5K - $3.58K
|
41.6K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-150- 1.02% |
$3.54K - $3.63K
|
14.5K
$359K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-156- 0.45% |
$3.69K - $3.77K
|
34.5K
$854K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-170- 70.54% |
$4.02K - $4.11K
|
71
$1.76K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-177- 1.27% |
$4.18K - $4.28K
|
13.7K
$340K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-202- 1.06% |
$4.77K - $4.89K
|
18.8K
$465K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-231- 37.26% |
$5.46K - $5.59K
|
389
$9.63K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-246- 0.38% |
$5.81K - $5.95K
|
64.2K
$1.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-246- 0.38% |
$5.81K - $5.95K
|
64.2K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-248- 1.58% |
$5.86K - $6K
|
15.4K
$382K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-265- 4.25% |
$6.26K - $6.41K
|
5.97K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-289- 0.88% |
$6.83K - $6.99K
|
32.5K
$805K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-294- 0.6% |
$6.95K - $7.11K
|
48.7K
$1.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-325- 1.52% |
$7.68K - $7.86K
|
21.1K
$522K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-338- 2.78% |
$7.99K - $8.18K
|
11.8K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-361- 2.04% |
$8.53K - $8.73K
|
17.3K
$428K
|