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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
645New |
$15.7K - $15.8K
|
645
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
525+ 257.35% |
$12.8K - $12.9K
|
729
$18.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
495+ 6.98% |
$12K - $12.2K
|
7.59K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
493+ 3.0% |
$12K - $12.1K
|
16.9K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
453+ 21.6% |
$11K - $11.1K
|
2.55K
$63.7K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
446+ 0.55% |
$10.8K - $11K
|
80.9K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
441+ 165.79% |
$10.7K - $10.8K
|
707
$17.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
439+ 0.9% |
$10.7K - $10.8K
|
49.3K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
419+ 1.91% |
$10.2K - $10.3K
|
22.4K
$559K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
336New |
$8.17K - $8.26K
|
336
$8.4K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
319+ 1.56% |
$7.76K - $7.84K
|
20.7K
$518K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
252+ 1.48% |
$6.13K - $6.19K
|
17.3K
$432K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
246+ 1.21% |
$5.98K - $6.04K
|
20.5K
$513K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234+ 0.13% |
$5.69K - $5.75K
|
180K
$4.5M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
225New |
$5.47K - $5.53K
|
225
$5.62K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
212+ 38.13% |
$5.16K - $5.21K
|
768
$19.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
210+ 1.35% |
$5.11K - $5.16K
|
15.8K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 0.63% |
$4.86K - $4.91K
|
31.8K
$795K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$4.33K - $4.37K
|
178
$4.45K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
154+ 1.37% |
$3.75K - $3.78K
|
11.4K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
151+ 7.07% |
$3.67K - $3.71K
|
2.29K
$57.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
130+ 5.02% |
$3.16K - $3.19K
|
2.72K
$67.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 1.54% |
$1.95K - $1.97K
|
5.28K
$132K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
72+ 0.55% |
$1.75K - $1.77K
|
13.1K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45+ 11.22% |
$1.09K - $1.11K
|
446
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
29+ 2.06% |
$705 - $713
|
1.44K
$35.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29+ 0.08% |
$705 - $713
|
37.1K
$926K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.04% |
$559 - $565
|
61.9K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$195 - $197
|
8
$200
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 3.0% |
$170 - $172
|
240
$6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.13% |
$97.3 - $98.3
|
3.06K
$76.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.61% |
$24.3 - $24.6
|
164
$4.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$24.3 - $24.6
|
172
$4.3K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.01% |
$24.3 - $24.6
|
15.1K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-5- 0.01% |
$122 - $123
|
80.2K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-22- 0.16% |
$535 - $541
|
13.9K
$346K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-83- 0.28% |
$2.02K - $2.04K
|
29.3K
$733K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-115- 1.04% |
$2.8K - $2.83K
|
11K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-133- 0.46% |
$3.23K - $3.27K
|
28.8K
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-137- 0.18% |
$3.33K - $3.37K
|
77.1K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-164- 0.9% |
$3.99K - $4.03K
|
18K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-287- 3.07% |
$6.98K - $7.05K
|
9.05K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-325- 0.41% |
$7.9K - $7.99K
|
78.4K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-337- 0.23% |
$8.2K - $8.28K
|
147K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-362- 3.07% |
$8.8K - $8.89K
|
11.4K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-365- 1.63% |
$8.88K - $8.97K
|
22K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-382- 0.62% |
$9.29K - $9.39K
|
60.7K
$1.52M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-398- 1.43% |
$9.68K - $9.78K
|
27.4K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-450- 8.26% |
$10.9K - $11.1K
|
5K
$125K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-547- 0.7% |
$13.3K - $13.4K
|
77.5K
$1.94M
|