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 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.42K+ 8.01% |
$36.8K - $37K
|
19.1K
$471K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.38K+ 3.96% |
$35.8K - $36K
|
36.3K
$894K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35K+ 3.21% |
$34.9K - $35.1K
|
43.2K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 1.67% |
$33.2K - $33.4K
|
78K
$1.92M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 4.11% |
$31.3K - $31.5K
|
30.5K
$753K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.19K+ 227.39% |
$30.8K - $31K
|
1.71K
$42.1K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03K+ 23.26% |
$26.8K - $26.9K
|
5.47K
$135K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
850New |
$22.1K - $22.2K
|
850
$21K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
845+ 2.45% |
$21.9K - $22.1K
|
35.4K
$873K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
840+ 2.36% |
$21.8K - $21.9K
|
36.4K
$897K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$20.8K - $20.9K
|
800
$19.7K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
768+ 7.66% |
$19.9K - $20K
|
10.8K
$266K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
726+ 1251.72% |
$18.8K - $18.9K
|
784
$19.3K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
716+ 8.37% |
$18.6K - $18.7K
|
9.27K
$229K
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
697+ 2.97% |
$18.1K - $18.2K
|
24.2K
$596K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
685New |
$17.8K - $17.9K
|
685
$16.9K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
592+ 49.5% |
$15.4K - $15.5K
|
1.79K
$44.1K
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
547+ 0.71% |
$14.2K - $14.3K
|
77.7K
$1.92M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522+ 0.65% |
$13.5K - $13.6K
|
81.1K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
474+ 27.72% |
$12.3K - $12.4K
|
2.18K
$53.9K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
443+ 1.13% |
$11.5K - $11.6K
|
39.6K
$976K
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
352+ 0.26% |
$9.13K - $9.19K
|
135K
$3.34M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
213+ 1.07% |
$5.53K - $5.56K
|
20.2K
$497K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
205+ 2.11% |
$5.32K - $5.35K
|
9.92K
$245K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200+ 6.03% |
$5.19K - $5.22K
|
3.52K
$86.7K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
175+ 8.93% |
$4.54K - $4.57K
|
2.14K
$52.6K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
116+ 0.51% |
$3.01K - $3.03K
|
23K
$567K
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
80+ 3.06% |
$2.08K - $2.09K
|
2.69K
$66.4K
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
60+ 0.61% |
$1.56K - $1.57K
|
9.88K
$244K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 9.38% |
$467 - $470
|
210
$5.18K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8+ 0.02% |
$208 - $209
|
44K
$1.09M
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.26% |
$130 - $131
|
1.93K
$47.6K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$26 - $26.1
|
132K
$3.26M
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-23- 0.28% |
$597 - $600
|
8.1K
$200K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 0.19% |
$1.3K - $1.31K
|
26.4K
$651K
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-55Closed |
$1.43K - $1.44K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-65- 0.44% |
$1.69K - $1.7K
|
14.8K
$365K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-75- 7.5% |
$1.95K - $1.96K
|
925
$22.8K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-102- 56.67% |
$2.65K - $2.66K
|
78
$1.92K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-189- 10.57% |
$4.9K - $4.93K
|
1.6K
$39.4K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-202- 4.79% |
$5.24K - $5.27K
|
4.02K
$99.1K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-266- 1.25% |
$6.9K - $6.94K
|
21.1K
$520K
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-298- 0.65% |
$7.73K - $7.78K
|
45.3K
$1.12M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-433- 3.05% |
$11.2K - $11.3K
|
13.8K
$340K
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-755- 5.62% |
$19.6K - $19.7K
|
12.7K
$313K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-934- 0.62% |
$24.2K - $24.4K
|
150K
$3.71M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-994- 2.21% |
$25.8K - $25.9K
|
44K
$1.08M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.01KClosed |
$26.2K - $26.3K
|
0
$0
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.17K- 1.02% |
$30.5K - $30.6K
|
114K
$2.82M
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.51K- 52.36% |
$39.1K - $39.3K
|
1.37K
$33.8K
|