Purchases and Sales Made in Q3 2024 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 2024. 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 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3K+ 4.91% |
$299K - $310K
|
262K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12KNew |
$293K - $303K
|
12K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.8K+ 42.69% |
$288K - $298K
|
39.5K
$976K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$279K - $289K
|
11.4K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$273K - $282K
|
11.2K
$276K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11KNew |
$268K - $277K
|
11K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$260K - $269K
|
10.7K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.89KNew |
$241K - $249K
|
9.89K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.26KNew |
$226K - $233K
|
9.26K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.91KNew |
$217K - $225K
|
8.91K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.8KNew |
$215K - $222K
|
8.8K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.68KNew |
$211K - $219K
|
8.68K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.59K+ 3.7% |
$209K - $216K
|
241K
$5.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26KNew |
$201K - $208K
|
8.26K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.13KNew |
$198K - $205K
|
8.13K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.13K+ 5.18% |
$198K - $205K
|
165K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.08KNew |
$197K - $204K
|
8.08K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.08KNew |
$197K - $203K
|
8.08K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
8.02KNew |
$196K - $202K
|
8.02K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.85K+ 61.1% |
$191K - $198K
|
20.7K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
7.51K+ 8.47% |
$183K - $189K
|
96.2K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.45K+ 4.79% |
$182K - $188K
|
163K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.02K+ 11.45% |
$171K - $177K
|
68.3K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.68K+ 188.56% |
$163K - $168K
|
10.2K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.56KNew |
$160K - $165K
|
6.56K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.4K+ 58.95% |
$156K - $161K
|
17.3K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.77K+ 1.62% |
$141K - $145K
|
361K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.71K+ 142.32% |
$139K - $144K
|
9.73K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.44K+ 42.15% |
$133K - $137K
|
18.3K
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.31K+ 11.45% |
$130K - $134K
|
51.7K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.21K+ 2.37% |
$127K - $131K
|
224K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.81K+ 39.23% |
$117K - $121K
|
17.1K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.79KNew |
$117K - $121K
|
4.79K
$118K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.74K+ 1.48% |
$116K - $120K
|
326K
$8.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.36K+ 2.46% |
$106K - $110K
|
182K
$4.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.32K+ 13.09% |
$105K - $109K
|
37.3K
$921K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.29K+ 65.62% |
$105K - $108K
|
10.8K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 11.73% |
$80.8K - $83.6K
|
31.6K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.19K+ 11.87% |
$77.7K - $80.3K
|
30K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.16K+ 0.84% |
$76.9K - $79.5K
|
377K
$9.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.14K+ 4.22% |
$76.6K - $79.1K
|
77.6K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.99K+ 24.57% |
$72.9K - $75.4K
|
15.2K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 3.91% |
$69.7K - $72K
|
75.9K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.74K+ 1.99% |
$66.8K - $69K
|
140K
$3.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.71K+ 1.86% |
$65.9K - $68.2K
|
148K
$3.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.69K+ 9.69% |
$65.5K - $67.7K
|
30.4K
$751K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.59K+ 3.34% |
$63.1K - $65.2K
|
80K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.46K+ 22.03% |
$59.9K - $61.9K
|
13.6K
$336K
|