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 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
253
+ 1.27%
$6.03K - $6.12K
20.1K $496K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
239
+ 1.04%
$5.7K - $5.78K
23.2K $573K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
220
+ 5.74%
$5.24K - $5.32K
4.05K $100K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
210
+ 1.52%
$5.01K - $5.08K
14K $346K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
139
New
$3.31K - $3.36K
139 $3.43K
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
86
+ 0.14%
$2.05K - $2.08K
61.6K $1.52M
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
78
+ 4.04%
$1.86K - $1.89K
2.01K $49.5K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
78
+ 5.56%
$1.86K - $1.89K
1.48K $36.5K
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
62
+ 0.47%
$1.48K - $1.5K
13.3K $328K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
31
+ 0.24%
$739 - $750
13.1K $324K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24
+ 13.33%
$572 - $581
204 $5.03K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24
+ 13.33%
$572 - $581
204 $5.03K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
18
+ 0.68%
$429 - $436
2.65K $65.4K
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
14
+ 0.56%
$334 - $339
2.5K $61.6K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8
+ 0.03%
$191 - $194
30.3K $747K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
6
+ 0.65%
$143 - $145
927 $22.9K
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

BUY
 -
5
+ 0.19%
$119 - $121
2.62K $64.7K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-6
- 1.48%
$143 - $145
400 $9.87K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-7
- 0.25%
$167 - $169
2.84K $69.9K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-11
- 0.12%
$262 - $266
9.12K $225K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

SELL
 -
-22
- 0.54%
$524 - $532
4.05K $100K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

SELL
 -
-39
- 0.23%
$930 - $944
17.3K $426K
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-75
- 0.36%
$1.79K - $1.82K
21K $518K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-75
- 0.74%
$1.79K - $1.82K
10.1K $248K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

SELL
 -
-77
- 0.21%
$1.84K - $1.86K
37K $913K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-79
- 0.08%
$1.88K - $1.91K
102K $2.51M
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-162
- 3.43%
$3.86K - $3.92K
4.56K $112K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-209
- 36.73%
$4.98K - $5.06K
360 $8.88K
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-286
- 2.06%
$6.82K - $6.92K
13.6K $336K
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
SELL
 -
-350
- 3.77%
$8.34K - $8.47K
8.94K $221K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-370
- 0.58%
$8.82K - $8.95K
63.9K $1.58M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

SELL
 -
-370
- 0.58%
$8.82K - $8.95K
63.9K $1.58M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-416
- 2.33%
$9.92K - $10.1K
17.4K $429K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-456
- 3.53%
$10.9K - $11K
12.5K $307K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-467
- 42.92%
$11.1K - $11.3K
621 $15.3K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

SELL
 -
-473
- 1.47%
$11.3K - $11.4K
31.6K $780K
Jul 11, 2023 Q2 2023
Buckingham Capital Management, Inc.

SELL
 -
-550
- 5.39%
$13.1K - $13.3K
9.65K $238K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-550
- 73.33%
$13.1K - $13.3K
200 $4.93K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

SELL
 -
-566
- 0.61%
$13.5K - $13.7K
91.5K $2.26M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-582
- 2.28%
$13.9K - $14.1K
24.9K $614K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-893
- 0.24%
$21.3K - $21.6K
370K $9.13M
Aug 02, 2023 Q2 2023
One Day In July LLC

SELL
 -
-902
- 3.39%
$21.5K - $21.8K
25.7K $634K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.18K
- 9.2%
$28.2K - $28.7K
11.7K $288K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-1.23K
- 2.68%
$29.2K - $29.6K
44.4K $1.1M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.23K
- 0.45%
$29.3K - $29.8K
270K $6.65M
Aug 08, 2023 Q2 2023
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-1.24K
- 2.56%
$29.6K - $30K
47.3K $1.17M
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-1.26K
- 0.22%
$30K - $30.5K
570K $14.1M
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

SELL
 -
-1.3K
- 1.55%
$31K - $31.4K
82.5K $2.03M
Jul 19, 2023 Q2 2023
Eastern Bank

SELL
 -
-1.44K
- 0.77%
$34.4K - $34.9K
187K $4.6M

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