Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
149K+ 76.65% |
$3.62M - $3.66M
|
343K
$8.46M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
113K+ 108.46% |
$2.76M - $2.79M
|
218K
$5.37M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51K+ 74.25% |
$1.24M - $1.25M
|
120K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
49K+ 16.46% |
$1.19M - $1.2M
|
346K
$8.54M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.3K+ 132.74% |
$1.1M - $1.11M
|
79.5K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
44.4K+ 6.3% |
$1.08M - $1.09M
|
749K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
41K+ 7.47% |
$996K - $1.01M
|
589K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
37.2KNew |
$905K - $914K
|
37.2K
$917K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35K+ 251.46% |
$851K - $860K
|
48.9K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
32.8K+ 36.79% |
$797K - $805K
|
122K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
31.6K+ 10.39% |
$769K - $777K
|
336K
$8.28M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.9K+ 187.41% |
$654K - $661K
|
41.3K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 4.43% |
$599K - $605K
|
581K
$14.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
24.3K+ 13.6% |
$592K - $598K
|
203K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.7K+ 58.27% |
$527K - $532K
|
58.8K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.3K+ 52.01% |
$519K - $524K
|
62.3K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$505K - $510K
|
20.7K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4KNew |
$448K - $452K
|
18.4K
$454K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 1.69% |
$441K - $445K
|
1.09M
$27M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 1.69% |
$441K - $445K
|
1.09M
$27M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.8K+ 0.69% |
$433K - $437K
|
2.6M
$64.1M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17.6K+ 8.68% |
$429K - $433K
|
221K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.3KNew |
$421K - $426K
|
17.3K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17.3K+ 11.11% |
$420K - $425K
|
173K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
17.1K+ 11.36% |
$416K - $420K
|
168K
$4.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 6.89% |
$413K - $418K
|
264K
$6.5M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.6K+ 9.83% |
$331K - $334K
|
152K
$3.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
13.1K+ 58.22% |
$319K - $322K
|
35.6K
$878K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9KNew |
$314K - $318K
|
12.9K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12K+ 23.99% |
$292K - $295K
|
62K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12KNew |
$291K - $294K
|
12K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.8K+ 2.72% |
$286K - $289K
|
443K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
11.4KNew |
$278K - $281K
|
11.4K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$272K - $275K
|
11.2K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.6K+ 6.2% |
$257K - $260K
|
181K
$4.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 7.96% |
$249K - $252K
|
139K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.73KNew |
$237K - $239K
|
9.73K
$240K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.53K+ 23.23% |
$232K - $234K
|
50.6K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
9.46KNew |
$230K - $232K
|
9.46K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.93KNew |
$217K - $220K
|
8.93K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.59K+ 2.31% |
$209K - $211K
|
381K
$9.39M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.92K+ 59.42% |
$193K - $195K
|
21.2K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.6KNew |
$185K - $187K
|
7.6K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.13K+ 5.62% |
$173K - $175K
|
134K
$3.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.65K+ 18.96% |
$162K - $163K
|
41.7K
$1.03M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.11K+ 4.29% |
$149K - $150K
|
148K
$3.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.9K+ 6.8% |
$143K - $145K
|
92.6K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.54K+ 2.58% |
$135K - $136K
|
220K
$5.43M
|