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
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-2.09K
- 92.56%
$49.6K - $50.2K
168 $4.15K
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

SELL
 -
-2.52K
- 19.01%
$59.7K - $60.4K
10.7K $265K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-2.6K
- 9.27%
$61.7K - $62.5K
25.5K $629K
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-3.49K
- 28.89%
$82.7K - $83.8K
8.59K $212K
Nov 02, 2023 Q3 2023
Arlington Financial Advisors, LLC

SELL
 -
-3.74K
- 2.89%
$88.6K - $89.7K
126K $3.11M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

SELL
 -
-3.82K
- 11.0%
$90.5K - $91.6K
30.9K $763K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.93K
- 6.97%
$93.1K - $94.3K
52.4K $1.29M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-4.46K
Closed
$106K - $107K
0 $0
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-4.47K
- 66.05%
$106K - $107K
2.3K $56.8K
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
SELL
 -
-4.5K
- 2.89%
$107K - $108K
151K $3.74M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

SELL
 -
-5.27K
- 18.36%
$125K - $127K
23.4K $579K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-5.44K
- 6.48%
$129K - $131K
78.4K $1.94M
Oct 08, 2024 Q3 2023
Payden & Rygel Investment Group

Los Angeles, CA
SELL
 -
-5.73K
- 6.47%
$136K - $138K
82.8K $2.05M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-5.82K
- 13.09%
$138K - $140K
38.6K $954K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

SELL
 -
-5.82K
- 7.44%
$138K - $140K
72.4K $1.79M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-5.84K
- 17.37%
$139K - $140K
27.8K $686K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-6.07K
- 11.36%
$144K - $146K
47.4K $1.17M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-6.51K
- 6.39%
$154K - $156K
95.4K $2.36M
Oct 10, 2023 Q3 2023
Parkside Advisors LLC

SELL
 -
-6.86K
- 10.28%
$163K - $165K
59.9K $1.48M
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-7.03K
- 33.74%
$167K - $169K
13.8K $341K
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-7.7K
- 22.91%
$183K - $185K
25.9K $640K
Oct 27, 2023 Q3 2023
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-7.74K
- 15.14%
$184K - $186K
43.4K $1.07M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-7.88K
- 1.86%
$187K - $189K
415K $10.2M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

SELL
 -
-9.21K
- 36.15%
$218K - $221K
16.3K $402K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-10.8K
- 37.09%
$256K - $259K
18.3K $452K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-11.4K
- 62.29%
$270K - $274K
6.9K $170K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-11.4K
- 2.98%
$270K - $274K
372K $9.18M
Oct 17, 2023 Q3 2023
Cx Institutional

SELL
 -
-11.5K
- 33.04%
$273K - $277K
23.3K $576K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

SELL
 -
-13.7K
- 13.33%
$324K - $328K
88.8K $2.19M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

SELL
 -
-14.1K
- 39.51%
$334K - $338K
21.5K $532K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

SELL
 -
-15.7K
- 34.65%
$373K - $377K
29.6K $732K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-17.2K
- 21.4%
$408K - $413K
63.2K $1.56M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

SELL
 -
-23.2K
- 80.59%
$551K - $558K
5.59K $138K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-24.7K
- 62.75%
$587K - $594K
14.7K $363K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-28.6K
- 4.03%
$677K - $686K
680K $16.8M
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-29.3K
- 44.7%
$695K - $704K
36.3K $896K
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

SELL
 -
-29.9K
- 26.06%
$708K - $717K
84.7K $2.09M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-31.3K
- 16.36%
$742K - $752K
160K $3.95M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-32.6K
- 1.38%
$774K - $784K
2.33M $57.7M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-43.1K
- 5.83%
$1.02M - $1.04M
696K $17.2M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-52.6K
- 50.32%
$1.25M - $1.26M
51.9K $1.28M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-124K
- 13.91%
$2.94M - $2.97M
766K $18.9M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-126K
- 16.83%
$2.99M - $3.03M
622K $15.4M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-224K
- 39.36%
$5.32M - $5.39M
345K $8.53M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-246K
- 9.52%
$5.82M - $5.9M
2.33M $57.7M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-1.01M
- 90.87%
$24M - $24.3M
102K $2.51M

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