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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-366- 99.73% |
$8.65K - $8.85K
|
1
$24.7
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-372- 67.39% |
$8.79K - $9K
|
180
$4.45K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-396- 1.82% |
$9.36K - $9.58K
|
21.3K
$527K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 5.48% |
$11.8K - $12.1K
|
8.63K
$213K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-518- 1.21% |
$12.2K - $12.5K
|
42.3K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-523- 3.65% |
$12.4K - $12.7K
|
13.8K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-567- 7.84% |
$13.4K - $13.7K
|
6.67K
$165K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-584- 4.27% |
$13.8K - $14.1K
|
13.1K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-602- 4.16% |
$14.2K - $14.6K
|
13.9K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-628- 4.79% |
$14.8K - $15.2K
|
12.5K
$308K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-647- 1.31% |
$15.3K - $15.7K
|
48.6K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-666- 0.32% |
$15.7K - $16.1K
|
205K
$5.06M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-791Closed |
$18.7K - $19.1K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-869- 0.84% |
$20.5K - $21K
|
102K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-894- 2.07% |
$21.1K - $21.6K
|
42.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-918- 8.46% |
$21.7K - $22.2K
|
9.94K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-990- 6.12% |
$23.4K - $23.9K
|
15.2K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 19.61% |
$24.3K - $24.8K
|
4.21K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.05K- 38.81% |
$24.8K - $25.4K
|
1.65K
$40.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 16.27% |
$24.8K - $25.4K
|
5.39K
$133K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.32K- 8.36% |
$31.1K - $31.8K
|
14.4K
$357K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.33K- 0.33% |
$31.4K - $32.1K
|
404K
$9.97M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.39K- 97.21% |
$32.9K - $33.7K
|
40
$988
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 13.1% |
$33.8K - $34.6K
|
9.48K
$234K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.65K- 21.44% |
$39K - $39.9K
|
6.05K
$149K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.76K- 16.38% |
$41.5K - $42.5K
|
8.96K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 12.14% |
$46.7K - $47.8K
|
14.3K
$353K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.07K- 16.86% |
$48.9K - $50K
|
10.2K
$252K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.16K- 0.76% |
$51.1K - $52.3K
|
283K
$7M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.35K- 1.78% |
$55.4K - $56.7K
|
129K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 17.15% |
$59.1K - $60.5K
|
12.1K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.64K- 2.77% |
$62.4K - $63.9K
|
92.7K
$2.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.69K- 5.49% |
$63.6K - $65.1K
|
46.3K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.09K- 92.08% |
$73.1K - $74.8K
|
266
$6.57K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.22K- 97.61% |
$76.1K - $77.9K
|
79
$1.95K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.44K- 20.13% |
$81.2K - $83.2K
|
13.6K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.31K- 52.88% |
$102K - $104K
|
3.84K
$94.9K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.44K- 32.23% |
$105K - $107K
|
9.34K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 25.75% |
$106K - $108K
|
12.9K
$319K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.95K- 14.46% |
$117K - $120K
|
29.3K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.06K- 5.35% |
$119K - $122K
|
89.4K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.38K- 16.46% |
$127K - $130K
|
27.3K
$674K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 18.72% |
$151K - $155K
|
27.7K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6.56K- 61.67% |
$155K - $159K
|
4.07K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.73K- 13.02% |
$183K - $187K
|
51.6K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.11K- 38.61% |
$215K - $220K
|
14.5K
$358K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.38K- 19.88% |
$222K - $227K
|
37.8K
$934K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10.1K- 9.1% |
$238K - $243K
|
100K
$2.48M
|