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 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.06K- 3.66% |
$25.5K - $25.9K
|
27.7K
$684K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.06K- 1.35% |
$25.6K - $26K
|
77.3K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.12K- 3.8% |
$27.1K - $27.4K
|
28.3K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 4.87% |
$27.3K - $27.6K
|
22.1K
$544K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-1.18K- 0.34% |
$28.5K - $28.9K
|
342K
$8.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.4K- 6.28% |
$33.8K - $34.2K
|
20.9K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.51K- 3.66% |
$36.6K - $37K
|
39.7K
$981K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.7K- 2.14% |
$41.1K - $41.7K
|
77.8K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.94K- 5.51% |
$46.9K - $47.5K
|
33.3K
$822K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.96K- 11.55% |
$47.3K - $48K
|
15K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.18K- 9.93% |
$52.7K - $53.4K
|
19.7K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.49K- 15.23% |
$60.1K - $60.9K
|
13.8K
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.7K- 16.51% |
$65.2K - $66.1K
|
13.6K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 3.51% |
$69.5K - $70.4K
|
78.9K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 6.5% |
$76.7K - $77.7K
|
45.6K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-3.39K- 2.02% |
$82.1K - $83.2K
|
164K
$4.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 33.61% |
$84.7K - $85.8K
|
6.91K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.5K- 25.77% |
$84.7K - $85.8K
|
10.1K
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.65K- 21.62% |
$88.4K - $89.6K
|
13.3K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.77K- 2.08% |
$91.2K - $92.4K
|
177K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.2K- 4.6% |
$102K - $103K
|
87.3K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.46K- 10.14% |
$108K - $109K
|
39.5K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 9.57% |
$117K - $119K
|
45.7K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.9K- 1.92% |
$118K - $120K
|
250K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.05K- 2.29% |
$122K - $124K
|
215K
$5.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.26K- 24.68% |
$127K - $129K
|
16.1K
$396K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-5.29K- 6.64% |
$128K - $130K
|
74.4K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.35K- 7.73% |
$129K - $131K
|
63.8K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.41K- 16.05% |
$131K - $133K
|
28.3K
$697K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.54K- 8.96% |
$134K - $136K
|
56.3K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.81K- 1.85% |
$140K - $142K
|
308K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.27K- 9.73% |
$152K - $154K
|
58.2K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.89K- 31.7% |
$167K - $169K
|
14.8K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.11K- 6.78% |
$172K - $174K
|
97.8K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.41K- 7.03% |
$204K - $206K
|
111K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.77K- 14.76% |
$212K - $215K
|
50.6K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.09K- 35.1% |
$220K - $223K
|
16.8K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.65K- 29.76% |
$233K - $236K
|
22.8K
$561K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.73K- 24.28% |
$235K - $238K
|
30.3K
$749K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-10.4K- 3.13% |
$251K - $254K
|
321K
$7.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.2K- 46.57% |
$320K - $324K
|
15.2K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8K- 5.23% |
$334K - $338K
|
250K
$6.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 2.38% |
$334K - $339K
|
567K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-20K- 54.76% |
$484K - $491K
|
16.5K
$408K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20.6K- 4.64% |
$497K - $504K
|
423K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.5K- 3.87% |
$520K - $527K
|
533K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23.6K- 6.07% |
$571K - $579K
|
365K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.6K- 29.21% |
$571K - $579K
|
57.2K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-33.2K- 48.9% |
$804K - $815K
|
34.7K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-34K- 25.88% |
$822K - $833K
|
97.4K
$2.4M
|