Purchases and Sales Made in Q3 2022 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 2022. 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 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
72+ 0.51% |
$1.68K - $1.76K
|
14.2K
$352K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
67New |
$1.57K - $1.64K
|
67
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
45+ 0.21% |
$1.05K - $1.1K
|
21.2K
$525K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
45+ 0.36% |
$1.05K - $1.1K
|
12.6K
$311K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
23+ 0.13% |
$538 - $562
|
18.1K
$448K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 0.82% |
$444 - $464
|
2.34K
$57.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$304 - $318
|
13
$322
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.12% |
$210 - $220
|
7.47K
$185K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8- 0.42% |
$187 - $195
|
1.9K
$47K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 0.33% |
$397 - $415
|
5.14K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 1.98% |
$608 - $635
|
1.29K
$31.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 0.37% |
$795 - $831
|
9.27K
$229K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 16.88% |
$911 - $953
|
192
$4.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-42- 0.38% |
$982 - $1.03K
|
11.1K
$276K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-46- 0.21% |
$1.08K - $1.12K
|
21.7K
$537K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-70- 2.7% |
$1.64K - $1.71K
|
2.52K
$62.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 1.45% |
$1.68K - $1.76K
|
4.88K
$121K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-83- 11.81% |
$1.94K - $2.03K
|
620
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-103- 2.08% |
$2.41K - $2.52K
|
4.85K
$120K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-106- 0.76% |
$2.48K - $2.59K
|
13.9K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-126- 0.45% |
$2.94K - $3.08K
|
28K
$694K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-133- 0.75% |
$3.11K - $3.25K
|
17.5K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-139- 0.56% |
$3.25K - $3.4K
|
24.8K
$613K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-145- 1.35% |
$3.39K - $3.54K
|
10.6K
$263K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-200- 21.3% |
$4.67K - $4.89K
|
739
$18.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-225- 1.61% |
$5.26K - $5.5K
|
13.8K
$341K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-228- 1.77% |
$5.33K - $5.57K
|
12.7K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 1.93% |
$5.38K - $5.62K
|
11.7K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-243- 0.73% |
$5.68K - $5.94K
|
33K
$817K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-270- 49.72% |
$6.31K - $6.6K
|
273
$6.76K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-275- 0.88% |
$6.43K - $6.72K
|
30.9K
$764K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-293- 1.55% |
$6.85K - $7.16K
|
18.7K
$462K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-304- 5.77% |
$7.1K - $7.43K
|
4.96K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-313- 4.07% |
$7.31K - $7.65K
|
7.38K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-390- 1.45% |
$9.11K - $9.53K
|
26.5K
$655K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-407- 0.82% |
$9.51K - $9.94K
|
49.3K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-425- 1.06% |
$9.93K - $10.4K
|
39.6K
$979K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-480- 4.11% |
$11.2K - $11.7K
|
11.2K
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-501- 2.16% |
$11.7K - $12.2K
|
22.7K
$562K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-523- 1.94% |
$12.2K - $12.8K
|
26.4K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-567- 1.31% |
$13.3K - $13.9K
|
42.6K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-575- 1.25% |
$13.4K - $14K
|
45.5K
$1.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-604- 39.87% |
$14.1K - $14.8K
|
911
$22.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-694- 1.58% |
$16.2K - $17K
|
43.3K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-773- 8.51% |
$18.1K - $18.9K
|
8.31K
$206K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-777- 6.22% |
$18.2K - $19K
|
11.7K
$290K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-930- 0.46% |
$21.7K - $22.7K
|
201K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-968- 3.37% |
$22.6K - $23.6K
|
27.8K
$687K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.16K- 9.36% |
$27.1K - $28.4K
|
11.2K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.18K- 1.72% |
$27.5K - $28.8K
|
67.4K
$1.67M
|