Purchases and Sales Made in Q3 2023 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

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
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
4.2K
+ 14.89%
$99.6K - $101K
32.4K $800K
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
4.13K
+ 6.31%
$97.9K - $99.2K
69.5K $1.72M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
3.9K
New
$92.4K - $93.6K
3.9K $96.2K
Oct 17, 2023 Q3 2023
Eastern Bank

BUY
 -
3.83K
+ 2.05%
$90.8K - $91.9K
190K $4.7M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
3.76K
+ 36.28%
$89.1K - $90.2K
14.1K $348K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.67K
+ 18.34%
$87K - $88.1K
23.7K $584K
Oct 10, 2023 Q3 2023
Long Run Wealth Advisors, LLC

BUY
 -
3.63K
+ 3.7%
$86K - $87.1K
102K $2.51M
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

BUY
 -
3.31K
+ 3.49%
$78.5K - $79.5K
98.2K $2.43M
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
3.3K
+ 17.58%
$78.3K - $79.3K
22.1K $545K
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
3.12K
+ 5.2%
$74.1K - $75K
63.2K $1.56M
Nov 03, 2023 Q3 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
2.9K
+ 11.76%
$68.7K - $69.6K
27.5K $680K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.85K
+ 5.04%
$67.5K - $68.4K
59.3K $1.47M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.83K
+ 29.42%
$67.2K - $68K
12.5K $308K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
2.82K
+ 2.32%
$66.8K - $67.6K
124K $3.06M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
2.55K
+ 4.57%
$60.5K - $61.3K
58.4K $1.44M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.47K
+ 14.71%
$58.6K - $59.3K
19.3K $476K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.23K
+ 4.26%
$53K - $53.6K
54.6K $1.35M
Oct 10, 2023 Q3 2023
Impac Tfolio, LLC

BUY
 -
2.2K
+ 2.35%
$52.1K - $52.8K
95.7K $2.36M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
2.08K
+ 5.63%
$49.4K - $50.1K
39.1K $965K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.06K
+ 23.12%
$48.7K - $49.4K
10.9K $270K
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
2.04K
+ 22.71%
$48.3K - $48.9K
11K $272K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.01K
+ 2.71%
$47.7K - $48.3K
76.1K $1.88M
Nov 13, 2023 Q3 2023
Goepper Burkhardt LLC

BUY
 -
2K
+ 11.76%
$47.4K - $48K
19K $469K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
1.88K
+ 7.29%
$44.6K - $45.2K
27.7K $684K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.73K
+ 3.65%
$41K - $41.5K
49.1K $1.21M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.56K
+ 1.17%
$36.9K - $37.4K
135K $3.33M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.46K
+ 8.17%
$34.7K - $35.1K
19.3K $478K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.41K
New
$33.3K - $33.7K
1.41K $34.7K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.4K
+ 3.53%
$33.2K - $33.7K
41K $1.01M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
1.35K
+ 3.13%
$32K - $32.4K
44.5K $1.1M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.14K
+ 6.67%
$27K - $27.3K
18.2K $449K
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
955
+ 1.82%
$22.7K - $22.9K
53.4K $1.32M
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
941
+ 0.56%
$22.3K - $22.6K
168K $4.16M
Nov 06, 2023 Q3 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
879
+ 4.28%
$20.8K - $21.1K
21.4K $529K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
791
New
$18.8K - $19K
791 $19.5K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
788
+ 3.99%
$18.7K - $18.9K
20.5K $507K
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
768
+ 1.95%
$18.2K - $18.4K
40.1K $991K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
676
+ 2.25%
$16K - $16.2K
30.8K $760K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
655
+ 0.2%
$15.5K - $15.7K
330K $8.16M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
588
+ 5.95%
$13.9K - $14.1K
10.5K $259K
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
587
+ 3.3%
$13.9K - $14.1K
18.4K $453K
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
577
+ 4.34%
$13.7K - $13.9K
13.9K $343K
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
575
+ 5.96%
$13.6K - $13.8K
10.2K $252K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
511
+ 5.97%
$12.1K - $12.3K
9.07K $224K
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

BUY
 -
501
+ 0.61%
$11.9K - $12K
83K $2.05M
Nov 14, 2023 Q3 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
431
+ 3.17%
$10.2K - $10.4K
14K $347K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
413
+ 2.15%
$9.8K - $9.92K
19.6K $485K
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
360
+ 3.4%
$8.54K - $8.65K
11K $271K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
350
New
$8.3K - $8.41K
350 $8.65K

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