Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
247KNew |
$5.96M - $6.04M
|
247K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52KNew |
$1.26M - $1.28M
|
52K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
48.5KNew |
$1.17M - $1.19M
|
48.5K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.7KNew |
$1.15M - $1.17M
|
47.7K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
45.1K+ 6.02% |
$1.09M - $1.11M
|
795K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.3K+ 480.53% |
$975K - $988K
|
48.7K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.2K+ 22.29% |
$972K - $985K
|
220K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 3.42% |
$906K - $918K
|
1.13M
$27.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 3.42% |
$906K - $918K
|
1.13M
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
36.8K+ 10.9% |
$890K - $902K
|
374K
$9.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35.3K+ 95.27% |
$854K - $865K
|
72.3K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.4K+ 1.32% |
$831K - $842K
|
2.63M
$64.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
33.5K+ 5.68% |
$810K - $821K
|
623K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 54.07% |
$770K - $780K
|
90.7K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
30.4KNew |
$736K - $746K
|
30.4K
$751K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
29.2K+ 8.42% |
$706K - $715K
|
376K
$9.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 5.31% |
$691K - $700K
|
566K
$14M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
27.7KNew |
$670K - $679K
|
27.7K
$683K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
27.7KNew |
$669K - $678K
|
27.7K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.3K+ 3.21% |
$515K - $521K
|
684K
$16.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 5.91% |
$480K - $486K
|
356K
$8.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
18.7K+ 20.14% |
$451K - $457K
|
111K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.6K+ 10.78% |
$451K - $457K
|
191K
$4.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18.6K+ 67.0% |
$450K - $456K
|
46.4K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 4.09% |
$431K - $437K
|
454K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 12.17% |
$409K - $414K
|
156K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.7K+ 25.18% |
$380K - $385K
|
78K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.5K+ 10.19% |
$375K - $380K
|
167K
$4.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
15.4K+ 12.67% |
$373K - $378K
|
137K
$3.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
15KNew |
$364K - $368K
|
15K
$371K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14.9KNew |
$361K - $366K
|
14.9K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 3.79% |
$349K - $354K
|
395K
$9.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 2.38% |
$305K - $309K
|
544K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.2KNew |
$296K - $300K
|
12.2K
$302K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
11.6K+ 15.03% |
$280K - $284K
|
88.7K
$2.19M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.2K+ 5.07% |
$271K - $274K
|
232K
$5.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 21.97% |
$267K - $270K
|
61.2K
$1.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
9.72K+ 9.85% |
$235K - $238K
|
108K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.7KNew |
$235K - $238K
|
9.7K
$239K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.99KNew |
$217K - $220K
|
8.99K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.59K+ 5.79% |
$208K - $210K
|
157K
$3.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.46KNew |
$205K - $207K
|
8.46K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.21K+ 8.25% |
$199K - $201K
|
108K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.17K+ 14.45% |
$174K - $176K
|
56.8K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.53K+ 15.67% |
$158K - $160K
|
48.2K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6.4K+ 4.61% |
$155K - $157K
|
145K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.33K+ 31.73% |
$153K - $155K
|
26.3K
$648K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.19M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.19M
|