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 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 5.11% |
$27.8K - $29K
|
22.1K
$546K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.35K- 2.16% |
$31.5K - $32.9K
|
61K
$1.51M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.36KClosed |
$31.8K - $33.2K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.44K- 5.11% |
$33.7K - $35.2K
|
26.7K
$660K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.87K- 10.7% |
$43.7K - $45.7K
|
15.6K
$386K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.06K- 12.87% |
$48.1K - $50.3K
|
13.9K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.07K- 15.97% |
$48.4K - $50.6K
|
10.9K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.18K- 9.83% |
$50.9K - $53.2K
|
20K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.29K- 1.95% |
$53.6K - $56K
|
115K
$2.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.34K- 5.08% |
$54.7K - $57.2K
|
43.7K
$1.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.38K- 10.78% |
$55.6K - $58.1K
|
19.7K
$486K
|
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.41K- 1.68% |
$56.3K - $58.8K
|
141K
$3.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.51K- 10.13% |
$58.7K - $61.4K
|
22.3K
$551K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.71K- 5.78% |
$63.4K - $66.3K
|
44.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.78K- 7.69% |
$64.9K - $67.8K
|
33.3K
$823K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.85K- 2.62% |
$66.6K - $69.6K
|
106K
$2.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.19K- 0.92% |
$74.4K - $77.8K
|
343K
$8.48M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.36K- 13.15% |
$78.5K - $82.1K
|
22.2K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.86K- 11.94% |
$90.2K - $94.3K
|
28.5K
$703K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.88K- 15.67% |
$90.6K - $94.7K
|
20.9K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.01K- 1.4% |
$93.6K - $97.8K
|
282K
$6.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.06K- 10.52% |
$94.9K - $99.2K
|
34.5K
$853K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.34K- 7.21% |
$101K - $106K
|
55.9K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.96K- 10.32% |
$116K - $121K
|
43.1K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.99K- 27.06% |
$140K - $146K
|
16.2K
$399K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.04K- 11.17% |
$141K - $147K
|
48K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-6.11K- 39.12% |
$143K - $149K
|
9.51K
$235K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.48K- 12.07% |
$152K - $158K
|
47.2K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.87K- 15.54% |
$160K - $168K
|
37.3K
$921K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-6.95K- 19.1% |
$162K - $170K
|
29.4K
$727K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.08K- 28.91% |
$165K - $173K
|
17.4K
$430K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.72K- 9.57% |
$227K - $237K
|
91.8K
$2.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 15.01% |
$262K - $274K
|
63.5K
$1.57M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12.5K- 7.72% |
$292K - $305K
|
149K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.9K- 4.34% |
$301K - $314K
|
284K
$7.01M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
SELL
|
- |
-14.2K- 34.79% |
$333K - $348K
|
26.7K
$660K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-15K- 16.22% |
$350K - $366K
|
77.4K
$1.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-15.6K- 9.71% |
$364K - $380K
|
145K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.7K- 21.73% |
$366K - $383K
|
56.4K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-17.3K- 36.43% |
$405K - $423K
|
30.2K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 3.21% |
$420K - $439K
|
542K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-19.7K- 5.46% |
$460K - $481K
|
341K
$8.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 11.42% |
$522K - $546K
|
173K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.3K- 59.74% |
$544K - $568K
|
15.7K
$387K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.6K- 24.78% |
$574K - $600K
|
74.5K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.9K- 20.4% |
$606K - $634K
|
101K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-27.7K- 38.51% |
$648K - $678K
|
44.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.8K- 27.68% |
$649K - $679K
|
72.6K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-32.5K- 68.5% |
$759K - $793K
|
14.9K
$369K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-40.2K- 11.16% |
$938K - $981K
|
320K
$7.9M
|