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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
343+ 1.81% |
$8.14K - $8.24K
|
19.3K
$477K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
315+ 1.43% |
$7.47K - $7.57K
|
22.4K
$552K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
311+ 3.16% |
$7.38K - $7.47K
|
10.2K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
289+ 2.2% |
$6.86K - $6.94K
|
13.4K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
264+ 3.13% |
$6.26K - $6.34K
|
8.7K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
254+ 0.41% |
$6.02K - $6.1K
|
61.9K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
211+ 7.44% |
$5K - $5.07K
|
3.05K
$75.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
130+ 6.48% |
$3.08K - $3.12K
|
2.14K
$52.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108+ 0.36% |
$2.56K - $2.59K
|
30.5K
$752K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
100+ 0.46% |
$2.37K - $2.4K
|
21.8K
$539K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83+ 3.32% |
$1.97K - $1.99K
|
2.58K
$63.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
53+ 0.38% |
$1.26K - $1.27K
|
14.1K
$348K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 0.47% |
$806 - $817
|
7.31K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.08% |
$593 - $601
|
31.1K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20+ 0.75% |
$474 - $480
|
2.67K
$66K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11+ 0.42% |
$261 - $264
|
2.63K
$65.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.08% |
$237 - $240
|
12.2K
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.09% |
$213 - $216
|
10.1K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.76% |
$166 - $168
|
934
$23.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 0.64% |
$546 - $552
|
3.59K
$88.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-30- 0.25% |
$712 - $721
|
12.1K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-33- 82.5% |
$783 - $793
|
7
$173
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-70- 0.21% |
$1.66K - $1.68K
|
32.7K
$808K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-92- 0.65% |
$2.18K - $2.21K
|
14K
$345K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-202- 1.0% |
$4.79K - $4.85K
|
19.9K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-224- 1.05% |
$5.31K - $5.38K
|
21K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-249- 2.55% |
$5.91K - $5.98K
|
9.51K
$235K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-251- 0.29% |
$5.95K - $6.03K
|
85.8K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-263- 5.77% |
$6.24K - $6.32K
|
4.3K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-336- 1.11% |
$7.97K - $8.07K
|
29.9K
$740K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-351- 2.99% |
$8.33K - $8.43K
|
11.4K
$281K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-387- 4.92% |
$9.18K - $9.3K
|
7.48K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-626- 3.46% |
$14.8K - $15K
|
17.5K
$432K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-681- 1.47% |
$16.2K - $16.4K
|
45.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-900- 4.97% |
$21.3K - $21.6K
|
17.2K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 9.15% |
$25.4K - $25.7K
|
10.6K
$262K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.11K- 1.22% |
$26.4K - $26.8K
|
90.4K
$2.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.26K- 1.75% |
$29.9K - $30.3K
|
70.7K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.26K- 2.66% |
$30K - $30.3K
|
46.3K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.31K- 10.32% |
$31.1K - $31.5K
|
11.4K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.38K- 5.96% |
$32.8K - $33.2K
|
21.8K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 11.39% |
$33.6K - $34.1K
|
11K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.49K- 3.83% |
$35.4K - $35.8K
|
37.5K
$926K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.57K- 9.04% |
$37.3K - $37.8K
|
15.8K
$391K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.74K- 0.68% |
$41.2K - $41.7K
|
252K
$6.22M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.74K- 2.73% |
$41.3K - $41.8K
|
62.1K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.74K- 2.73% |
$41.3K - $41.8K
|
62.1K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.93K- 12.71% |
$45.8K - $46.4K
|
13.3K
$328K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.97K- 2.67% |
$46.7K - $47.3K
|
71.9K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.09K- 92.56% |
$49.6K - $50.2K
|
168
$4.15K
|