Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
203K+ 104.15% |
$4.82M - $5M
|
398K
$9.86M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
188K+ 1612.2% |
$4.47M - $4.63M
|
200K
$4.95M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
144K+ 92.25% |
$3.42M - $3.55M
|
301K
$7.44M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
127KNew |
$3.02M - $3.13M
|
127K
$3.15M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.2K+ 45.23% |
$2.35M - $2.44M
|
319K
$7.89M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
97.5K+ 314.59% |
$2.31M - $2.4M
|
129K
$3.18M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.9K+ 12.27% |
$1.68M - $1.75M
|
649K
$16.1M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
69.3K+ 76.39% |
$1.64M - $1.7M
|
160K
$3.96M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68.6KNew |
$1.63M - $1.69M
|
68.6K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
55.7K+ 115.74% |
$1.32M - $1.37M
|
104K
$2.57M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
52.3KNew |
$1.24M - $1.29M
|
52.3K
$1.29M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
48.9K+ 112.42% |
$1.16M - $1.2M
|
92.4K
$2.29M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1KNew |
$1.14M - $1.18M
|
48.1K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
44KNew |
$1.04M - $1.08M
|
44K
$1.09M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
42.7K+ 29.29% |
$1.01M - $1.05M
|
188K
$4.66M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
40.6KNew |
$964K - $1M
|
40.6K
$1.01M
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
39.3KNew |
$933K - $967K
|
39.3K
$973K
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
38.8K+ 13.59% |
$921K - $955K
|
324K
$8.03M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
31K+ 134.68% |
$736K - $763K
|
54K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.4K+ 18.36% |
$720K - $747K
|
196K
$4.84M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
29.5K+ 23.93% |
$700K - $725K
|
153K
$3.78M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.2K+ 5.16% |
$669K - $693K
|
574K
$14.2M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.2KNew |
$668K - $693K
|
28.2K
$697K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24.7KNew |
$587K - $608K
|
24.7K
$612K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
22.3K+ 16.17% |
$530K - $549K
|
160K
$3.97M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.3K+ 12.4% |
$528K - $547K
|
202K
$4.99M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
22.2K+ 133.13% |
$528K - $547K
|
38.9K
$964K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
18.9K+ 13.97% |
$449K - $465K
|
154K
$3.82M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
18.2K+ 18.4% |
$432K - $448K
|
117K
$2.9M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$418K - $434K
|
17.6K
$436K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.1K+ 5.19% |
$405K - $420K
|
347K
$8.58M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
16KNew |
$379K - $393K
|
16K
$396K
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15.9K+ 34.27% |
$377K - $391K
|
62.3K
$1.54M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.9K+ 53.78% |
$376K - $390K
|
45.3K
$1.12M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 3.12% |
$364K - $377K
|
507K
$12.5M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
15.2K+ 1.34% |
$360K - $373K
|
1.15M
$28.4M
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
15.1K+ 141.09% |
$359K - $372K
|
25.8K
$639K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 20.4% |
$357K - $370K
|
88.9K
$2.2M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
14.2K+ 33.83% |
$336K - $348K
|
56K
$1.39M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.4KNew |
$318K - $330K
|
13.4K
$332K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
12.7K+ 8.22% |
$301K - $312K
|
167K
$4.13M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
12.2K+ 57.82% |
$289K - $300K
|
33.3K
$823K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$280K - $290K
|
11.8K
$292K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$275K - $285K
|
11.6K
$287K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$271K - $281K
|
11.4K
$282K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$255K - $264K
|
10.7K
$266K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.6K+ 5.28% |
$251K - $260K
|
211K
$5.21M
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.4K+ 37.73% |
$248K - $257K
|
38.1K
$944K
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
10.4K+ 6.89% |
$246K - $255K
|
161K
$3.98M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
9.9KNew |
$235K - $243K
|
9.9K
$245K
|