Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75MNew |
$71.4M - $71.8M
|
2.75M
$67.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
582K+ 2598.0% |
$15.1M - $15.2M
|
604K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344KNew |
$8.93M - $8.99M
|
344K
$8.49M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
135KNew |
$3.51M - $3.53M
|
135K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 32.73% |
$2.78M - $2.79M
|
434K
$10.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
88.3K+ 8.83% |
$2.29M - $2.3M
|
1.09M
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
85.8K+ 346.68% |
$2.23M - $2.24M
|
111K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.8K+ 69.74% |
$2.17M - $2.19M
|
204K
$5.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.5K+ 9.8% |
$1.93M - $1.94M
|
834K
$20.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
71.9K+ 110.79% |
$1.87M - $1.88M
|
137K
$3.37M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.6K+ 15.31% |
$1.68M - $1.68M
|
486K
$12M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58.4K+ 50.02% |
$1.52M - $1.52M
|
175K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.6K+ 273.66% |
$1.26M - $1.27M
|
66.3K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45.9K+ 29.21% |
$1.19M - $1.2M
|
203K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 10.24% |
$1.18M - $1.19M
|
489K
$12.1M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
41KNew |
$1.06M - $1.07M
|
41K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
41K+ 7.92% |
$1.06M - $1.07M
|
558K
$13.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.6KNew |
$1M - $1.01M
|
38.6K
$952K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.3KNew |
$968K - $974K
|
37.3K
$920K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
29K+ 32.77% |
$753K - $757K
|
118K
$2.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
29K+ 33.58% |
$752K - $757K
|
115K
$2.84M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26.1K+ 84.99% |
$678K - $682K
|
56.9K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
25.2K+ 35.38% |
$653K - $657K
|
96.3K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
24.7KNew |
$640K - $644K
|
24.7K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 6.01% |
$594K - $597K
|
404K
$9.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
20K+ 6.09% |
$520K - $523K
|
349K
$8.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 12.52% |
$502K - $505K
|
174K
$4.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.3K+ 90.94% |
$501K - $504K
|
40.5K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
19K+ 15.77% |
$493K - $496K
|
139K
$3.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
18.2K+ 6.82% |
$474K - $476K
|
286K
$7.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 17.26% |
$459K - $461K
|
120K
$2.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$427K - $429K
|
16.5K
$406K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16.4KNew |
$425K - $428K
|
16.4K
$404K
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.4KNew |
$425K - $427K
|
16.4K
$403K
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$424K - $427K
|
16.3K
$403K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
13.7KNew |
$356K - $358K
|
13.7K
$338K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
13.7KNew |
$354K - $356K
|
13.7K
$337K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.3K+ 94.24% |
$320K - $321K
|
25.4K
$626K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
12.3K+ 11.87% |
$318K - $320K
|
116K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.2KNew |
$316K - $318K
|
12.2K
$301K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.7K+ 362.27% |
$303K - $304K
|
14.9K
$367K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4K+ 6.95% |
$295K - $296K
|
175K
$4.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 99.19% |
$282K - $283K
|
21.8K
$538K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.2K+ 47.89% |
$265K - $266K
|
31.5K
$777K
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
10.1K+ 22.04% |
$261K - $263K
|
55.8K
$1.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
9.93K+ 27.19% |
$258K - $259K
|
46.4K
$1.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.67KNew |
$251K - $252K
|
9.67K
$238K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.53K+ 35.48% |
$221K - $223K
|
32.6K
$803K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.49K+ 38.22% |
$220K - $222K
|
30.7K
$757K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8.38KNew |
$218K - $219K
|
8.38K
$207K
|