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 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-45.1K- 73.42% |
$1.1M - $1.11M
|
16.3K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46.1K- 12.01% |
$1.12M - $1.13M
|
337K
$8.43M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.1K- 9.93% |
$1.17M - $1.18M
|
436K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.4K- 18.56% |
$1.2M - $1.21M
|
217K
$5.42M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.7K- 10.11% |
$1.45M - $1.47M
|
531K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-67.4K- 11.49% |
$1.64M - $1.66M
|
519K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.5K- 11.73% |
$1.74M - $1.76M
|
538K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.7K- 11.87% |
$1.82M - $1.84M
|
555K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-82.4K- 17.48% |
$2M - $2.02M
|
389K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.2K- 91.58% |
$2.22M - $2.24M
|
8.39K
$210K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-181K- 55.92% |
$4.4M - $4.45M
|
143K
$3.57M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-334K- 85.0% |
$8.11M - $8.19M
|
58.8K
$1.47M
|