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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
8.12KNew |
$211K - $212K
|
8.12K
$200K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.06K+ 44.94% |
$209K - $210K
|
26K
$641K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.98KNew |
$207K - $208K
|
7.98K
$197K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.98K+ 27.88% |
$207K - $208K
|
36.6K
$902K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.96K+ 71.39% |
$207K - $208K
|
19.1K
$471K
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
7.79K+ 17.29% |
$202K - $203K
|
52.8K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.22K+ 17.2% |
$187K - $188K
|
49.2K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.89K+ 6.53% |
$179K - $180K
|
112K
$2.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.46K+ 34.77% |
$168K - $169K
|
25K
$617K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.41K+ 6.37% |
$166K - $167K
|
107K
$2.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.1K+ 12.3% |
$158K - $159K
|
55.7K
$1.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.06K+ 302.7% |
$157K - $158K
|
8.07K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6.02K+ 68.22% |
$156K - $157K
|
14.8K
$366K
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
5.91K+ 11.47% |
$153K - $154K
|
57.4K
$1.42M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.34K+ 39.94% |
$138K - $139K
|
18.7K
$461K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.15K+ 61.48% |
$134K - $134K
|
13.5K
$333K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5KNew |
$130K - $131K
|
5K
$123K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4.98KNew |
$129K - $130K
|
4.98K
$123K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.82K+ 12.62% |
$125K - $126K
|
43.1K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.68K+ 17.92% |
$121K - $122K
|
30.8K
$760K
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.65K+ 3.62% |
$121K - $121K
|
133K
$3.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4K+ 3.39% |
$104K - $105K
|
122K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.98K+ 34.0% |
$103K - $104K
|
15.7K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.94KNew |
$102K - $103K
|
3.94K
$97.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.93K+ 6.7% |
$102K - $103K
|
62.5K
$1.54M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.93K+ 6.7% |
$102K - $103K
|
62.5K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.92K+ 25.02% |
$102K - $102K
|
19.6K
$483K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.88K+ 35.88% |
$101K - $101K
|
14.7K
$362K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.76K+ 662.26% |
$97.4K - $98K
|
4.32K
$107K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.46K+ 17.99% |
$89.8K - $90.4K
|
22.7K
$560K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.36K+ 23.07% |
$87.1K - $87.6K
|
17.9K
$441K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.78K+ 55.58% |
$72.1K - $72.5K
|
7.78K
$192K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 13.07% |
$68.7K - $69.1K
|
22.9K
$565K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.42K+ 4.34% |
$62.9K - $63.2K
|
58.2K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.41K+ 0.21% |
$62.5K - $62.8K
|
1.16M
$28.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.38K+ 6.02% |
$61.8K - $62.2K
|
42K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.2% |
$57.1K - $57.4K
|
29K
$716K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 12.87% |
$57K - $57.3K
|
19.3K
$475K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.05K+ 7.68% |
$53.1K - $53.4K
|
28.7K
$708K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.01K+ 13.13% |
$52K - $52.3K
|
17.3K
$426K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.96K+ 4.37% |
$50.8K - $51.1K
|
46.8K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.95K+ 5.67% |
$50.6K - $50.9K
|
36.3K
$895K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.94K+ 5.75% |
$50.4K - $50.7K
|
35.7K
$881K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.89K+ 39.29% |
$49.1K - $49.4K
|
6.71K
$165K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.83K+ 67.21% |
$47.4K - $47.7K
|
4.55K
$112K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.81K+ 15.97% |
$46.9K - $47.2K
|
13.1K
$324K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.73K+ 19.66% |
$44.9K - $45.1K
|
10.5K
$260K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 19.2% |
$38.7K - $39K
|
9.27K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.47K+ 3.92% |
$38K - $38.2K
|
38.9K
$959K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 21.08% |
$36.8K - $37.1K
|
8.16K
$201K
|