Purchases and Sales Made in Q2 2023 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q2 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
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
4.49K
New
$107K - $109K
4.49K $111K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
4.46K
+ 75.79%
$106K - $108K
10.4K $255K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.24K
+ 6.06%
$101K - $103K
74.1K $1.83M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
3.74K
+ 7.54%
$89.2K - $90.6K
53.4K $1.32M
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
3.51K
+ 5.66%
$83.7K - $85K
65.6K $1.62M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.45K
+ 7.05%
$82.2K - $83.5K
52.4K $1.29M
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
3.44K
+ 44.04%
$82.1K - $83.3K
11.3K $278K
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

BUY
 -
2.88K
+ 4.51%
$68.6K - $69.6K
66.7K $1.65M
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
2.7K
New
$64.3K - $65.3K
2.7K $66.5K
Aug 02, 2023 Q2 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
2.59K
+ 11.75%
$61.7K - $62.7K
24.6K $607K
Jul 17, 2023 Q2 2023
Marshall Financial Group LLC

BUY
 -
2.43K
+ 20.91%
$58K - $58.9K
14.1K $347K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
2.18K
+ 4.06%
$51.9K - $52.7K
55.9K $1.38M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.9K
+ 9.83%
$45.3K - $46K
21.2K $524K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
1.75K
+ 10.0%
$41.7K - $42.3K
19.2K $474K
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
1.74K
+ 2.38%
$41.6K - $42.2K
74.9K $1.85M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.57K
+ 11.5%
$37.4K - $37.9K
15.2K $375K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.44K
+ 13.43%
$34.4K - $34.9K
12.2K $301K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
1.41K
+ 4.2%
$33.5K - $34K
34.9K $859K
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.35K
+ 8.3%
$32.2K - $32.7K
17.6K $434K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.23K
+ 2.66%
$29.4K - $29.8K
47.5K $1.17M
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
1.17K
+ 7.07%
$28K - $28.4K
17.8K $438K
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
1.14K
+ 2.28%
$27.2K - $27.6K
51.1K $1.26M
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.08K
+ 6.4%
$25.7K - $26K
17.9K $441K
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
984
+ 8.39%
$23.5K - $23.8K
12.7K $313K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
954
+ 4.52%
$22.7K - $23.1K
22K $543K
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
953
+ 7.97%
$22.7K - $23.1K
12.9K $318K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
846
+ 0.51%
$20.2K - $20.5K
167K $4.13M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
804
+ 13.47%
$19.2K - $19.5K
6.77K $167K
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
730
+ 3.84%
$17.4K - $17.7K
19.7K $486K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
666
+ 1.96%
$15.9K - $16.1K
34.7K $855K
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
604
+ 0.93%
$14.4K - $14.6K
65.5K $1.61M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
600
+ 19.89%
$14.3K - $14.5K
3.62K $89.2K
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
588
+ 5.87%
$14K - $14.2K
10.6K $261K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
571
+ 5.75%
$13.6K - $13.8K
10.5K $259K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
552
+ 3.4%
$13.2K - $13.4K
16.8K $414K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
528
+ 1.78%
$12.6K - $12.8K
30.1K $742K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
521
+ 6.04%
$12.4K - $12.6K
9.14K $225K
Aug 10, 2023 Q2 2023
Prism Advisors, Inc.

BUY
 -
508
+ 5.76%
$12.1K - $12.3K
9.33K $230K
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
457
+ 3.58%
$10.9K - $11.1K
13.2K $326K
Aug 09, 2023 Q2 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
430
+ 0.72%
$10.3K - $10.4K
60.3K $1.49M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
391
+ 1.28%
$9.32K - $9.46K
30.9K $762K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
380
+ 1.78%
$9.06K - $9.2K
21.7K $535K
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
375
+ 0.88%
$8.94K - $9.08K
42.8K $1.05M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
366
New
$8.73K - $8.86K
366 $9.02K
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
350
+ 3.88%
$8.34K - $8.47K
9.37K $231K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
300
+ 5.31%
$7.15K - $7.26K
5.95K $147K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
272
New
$6.48K - $6.58K
272 $6.7K
Aug 14, 2023 Q2 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
270
+ 0.52%
$6.44K - $6.53K
52.4K $1.29M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
268
+ 0.82%
$6.39K - $6.49K
32.8K $808K

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