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 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
186+ 2.1% |
$4.5K - $4.56K
|
9.05K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
164+ 1.34% |
$3.97K - $4.02K
|
12.4K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.39% |
$3.85K - $3.9K
|
41.1K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
154+ 0.21% |
$3.73K - $3.77K
|
72.9K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119+ 0.91% |
$2.88K - $2.92K
|
13.2K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
114+ 0.15% |
$2.76K - $2.79K
|
77.5K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
109+ 4.27% |
$2.64K - $2.67K
|
2.66K
$65.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
73+ 0.37% |
$1.77K - $1.79K
|
19.6K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
51+ 0.21% |
$1.23K - $1.25K
|
24.9K
$614K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.08% |
$1.21K - $1.23K
|
60.7K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49+ 0.32% |
$1.19K - $1.2K
|
15.2K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$1.16K - $1.18K
|
4.98K
$123K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 5.61% |
$605 - $613
|
471
$11.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.14% |
$556 - $564
|
16.1K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 262.5% |
$508 - $515
|
29
$715
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.39% |
$290 - $294
|
3.11K
$76.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 8.46% |
$266 - $270
|
141
$3.48K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.17% |
$242 - $245
|
250
$6.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.01% |
$24.2 - $24.5
|
14.1K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$24.2 - $24.5
|
173
$4.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.61% |
$24.2 - $24.5
|
165
$4.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 4.49% |
$484 - $490
|
425
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-45- 0.59% |
$1.09K - $1.1K
|
7.54K
$186K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51- 0.32% |
$1.23K - $1.25K
|
15.7K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-70- 9.6% |
$1.69K - $1.72K
|
659
$16.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-84- 0.56% |
$2.03K - $2.06K
|
15K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-89- 3.27% |
$2.15K - $2.18K
|
2.63K
$64.9K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-117- 0.19% |
$2.83K - $2.87K
|
61.8K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-125- 1.2% |
$3.02K - $3.06K
|
10.3K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-125- 13.31% |
$3.02K - $3.06K
|
814
$20.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-159- 0.92% |
$3.85K - $3.9K
|
17.1K
$422K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-298- 4.36% |
$7.21K - $7.3K
|
6.54K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-300- 2.26% |
$7.26K - $7.35K
|
13K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 1.45% |
$7.26K - $7.35K
|
20.4K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 2.91% |
$7.86K - $7.97K
|
10.9K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-346- 53.64% |
$8.37K - $8.48K
|
299
$7.38K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-352- 0.73% |
$8.51K - $8.63K
|
47.9K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-419- 5.58% |
$10.1K - $10.3K
|
7.08K
$175K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-438- 2.93% |
$10.6K - $10.7K
|
14.5K
$358K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-448- 0.31% |
$10.8K - $11K
|
142K
$3.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-448- 0.63% |
$10.8K - $11K
|
71.2K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-498- 2.09% |
$12K - $12.2K
|
23.3K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-510- 2.94% |
$12.3K - $12.5K
|
16.8K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-520- 0.53% |
$12.6K - $12.7K
|
98.4K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-528- 5.44% |
$12.8K - $12.9K
|
9.18K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-593- 6.09% |
$14.3K - $14.5K
|
9.15K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-628- 0.85% |
$15.2K - $15.4K
|
73K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 0.15% |
$17K - $17.3K
|
461K
$11.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 7.99% |
$25K - $25.3K
|
11.9K
$294K
|