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
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10.3K- 45.18% |
$243K - $249K
|
12.5K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.4K- 10.15% |
$246K - $252K
|
92.1K
$2.3M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 8.18% |
$246K - $252K
|
117K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-10.7K- 64.52% |
$253K - $259K
|
5.89K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.5K- 9.45% |
$272K - $278K
|
110K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.7K- 29.98% |
$276K - $282K
|
27.2K
$680K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-12K- 17.53% |
$285K - $291K
|
56.6K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 55.72% |
$320K - $327K
|
10.8K
$268K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.1K- 42.1% |
$332K - $340K
|
19.3K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.6K- 53.16% |
$345K - $353K
|
12.9K
$321K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15.4K- 60.27% |
$365K - $374K
|
10.2K
$254K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15.8K- 32.97% |
$373K - $382K
|
32.1K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-16.7K- 28.89% |
$395K - $405K
|
41.2K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-17K- 17.03% |
$402K - $411K
|
82.8K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 2.69% |
$402K - $412K
|
616K
$15.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.8K- 21.82% |
$420K - $429K
|
63.6K
$1.59M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.5K- 13.86% |
$438K - $449K
|
115K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.6K- 38.11% |
$440K - $451K
|
30.3K
$755K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-18.8K- 51.36% |
$445K - $456K
|
17.8K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-20.8K- 37.82% |
$491K - $503K
|
34.2K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21.5K- 11.58% |
$508K - $520K
|
164K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 5.5% |
$524K - $537K
|
381K
$9.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.2K- 78.84% |
$525K - $537K
|
5.96K
$149K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24.7K- 12.64% |
$584K - $598K
|
171K
$4.26M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-27.2K- 47.89% |
$642K - $658K
|
29.6K
$738K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.3K- 2.96% |
$739K - $756K
|
1.02M
$25.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.3K- 35.3% |
$764K - $782K
|
59.2K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.4K- 47.3% |
$979K - $1M
|
46.2K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-44.6K- 11.96% |
$1.05M - $1.08M
|
329K
$8.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.4K- 3.93% |
$1.17M - $1.2M
|
1.21M
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62.7K- 84.83% |
$1.48M - $1.52M
|
11.2K
$280K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-85K- 7.3% |
$2.01M - $2.06M
|
1.08M
$27M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-85.8K- 47.25% |
$2.03M - $2.08M
|
95.8K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-99.9K- 61.88% |
$2.36M - $2.42M
|
61.5K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 44.66% |
$2.6M - $2.66M
|
136K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-159K- 21.82% |
$3.77M - $3.85M
|
571K
$14.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-314K- 95.16% |
$7.41M - $7.59M
|
16K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-497K- 99.23% |
$11.7M - $12M
|
3.83K
$95.7K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07M- 54.18% |
$25.2M - $25.8M
|
902K
$22.5M
|