Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-55.9K- 98.69% |
$1.33M - $1.35M
|
744
$18.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.3K- 9.81% |
$1.34M - $1.36M
|
518K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-56.3K- 32.97% |
$1.34M - $1.36M
|
115K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61K- 5.97% |
$1.45M - $1.48M
|
962K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-62.6K- 8.48% |
$1.49M - $1.51M
|
675K
$16.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-77.3K- 86.41% |
$1.84M - $1.87M
|
12.1K
$299K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-91.8K- 34.86% |
$2.19M - $2.22M
|
172K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-153K- 17.02% |
$3.66M - $3.71M
|
748K
$18.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-190K- 17.62% |
$4.54M - $4.61M
|
890K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-468K- 38.76% |
$11.2M - $11.3M
|
740K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.01M- 95.89% |
$47.9M - $48.6M
|
86K
$2.12M
|