Purchases and Sales Made in Q3 2023 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 2023. 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 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
409KNew |
$9.7M - $9.82M
|
409K
$10.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
409K+ 36772.46% |
$9.69M - $9.81M
|
410K
$10.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
162KNew |
$3.84M - $3.89M
|
162K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139K+ 122.95% |
$3.29M - $3.33M
|
251K
$6.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
86K+ 156.58% |
$2.04M - $2.07M
|
141K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
82.8KNew |
$1.97M - $1.99M
|
82.8K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.3K+ 227.25% |
$1.38M - $1.4M
|
83.9K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.5K+ 52.54% |
$984K - $997K
|
120K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.3KNew |
$980K - $992K
|
41.3K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 7.59% |
$943K - $955K
|
563K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.9K+ 2328.68% |
$874K - $885K
|
38.4K
$948K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
35.8K+ 5.69% |
$850K - $860K
|
666K
$16.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
35.2K+ 14.83% |
$836K - $846K
|
273K
$6.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
35.1K+ 15.59% |
$833K - $843K
|
260K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.8KNew |
$777K - $787K
|
32.8K
$808K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
30.5KNew |
$723K - $732K
|
30.5K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 5.52% |
$677K - $686K
|
546K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.7K+ 113.33% |
$633K - $641K
|
50.2K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
25.9K+ 5.78% |
$614K - $622K
|
474K
$11.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7K+ 2.36% |
$538K - $545K
|
984K
$24.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
22.6K+ 34.5% |
$536K - $543K
|
88.1K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
22K+ 5.94% |
$521K - $528K
|
392K
$9.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
20.6K+ 4.15% |
$489K - $496K
|
518K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.9KNew |
$448K - $454K
|
18.9K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18.1KNew |
$430K - $435K
|
18.1K
$447K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16K+ 14.28% |
$379K - $384K
|
128K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 16.85% |
$358K - $363K
|
105K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1KNew |
$358K - $363K
|
15.1K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 995.61% |
$350K - $354K
|
16.2K
$400K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
14.5K+ 27.19% |
$344K - $349K
|
67.9K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$315K - $319K
|
13.3K
$328K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 41.38% |
$310K - $314K
|
44.7K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
13K+ 15.41% |
$309K - $313K
|
97.6K
$2.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.9KNew |
$306K - $310K
|
12.9K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.3K+ 3.64% |
$291K - $295K
|
350K
$8.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12KNew |
$284K - $288K
|
12K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.73K+ 6.44% |
$231K - $234K
|
161K
$3.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.28K+ 88.28% |
$220K - $223K
|
19.8K
$488K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.17K+ 5.15% |
$218K - $220K
|
187K
$4.62M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.68K+ 25.35% |
$206K - $208K
|
42.9K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
8.54K+ 2.54% |
$203K - $205K
|
344K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.14K+ 29.8% |
$193K - $195K
|
35.4K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.72K+ 6.12% |
$183K - $185K
|
134K
$3.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.57K+ 12.5% |
$180K - $182K
|
68.2K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.34K+ 1.2% |
$174K - $176K
|
619K
$15.3M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.33K+ 4.27% |
$174K - $176K
|
179K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.21K+ 21.08% |
$171K - $173K
|
41.4K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6.62K+ 8.84% |
$157K - $159K
|
81.5K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.88K+ 2.69% |
$139K - $141K
|
224K
$5.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.14KNew |
$122K - $123K
|
5.14K
$127K
|