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 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.38K+ 7.16% |
$58.1K - $60.1K
|
35.7K
$883K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 5.46% |
$53.7K - $55.5K
|
42.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.16K+ 15.2% |
$52.5K - $54.3K
|
16.3K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$52.5K - $54.3K
|
2.15K
$53.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.05KNew |
$49.9K - $51.5K
|
2.05K
$50.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 9.58% |
$49.2K - $50.9K
|
23.1K
$571K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
1.95K+ 1.8% |
$47.5K - $49.1K
|
110K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.94K+ 3.83% |
$47.3K - $48.9K
|
52.6K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$46.4K - $47.9K
|
1.9K
$47.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 9.3% |
$45.5K - $47.1K
|
22K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.74K+ 11.56% |
$42.3K - $43.8K
|
16.8K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$41.4K - $42.8K
|
1.7K
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64K+ 0.98% |
$40.1K - $41.4K
|
169K
$4.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.51K+ 6.49% |
$36.8K - $38.1K
|
24.8K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.5K+ 8.69% |
$36.5K - $37.7K
|
18.7K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.4K+ 10.53% |
$34.1K - $35.3K
|
14.7K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$33.1K - $34.2K
|
1.36K
$33.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 2.47% |
$31.4K - $32.4K
|
53.3K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 8.39% |
$31K - $32.1K
|
16.4K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$30.8K - $31.9K
|
1.27K
$31.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.23KNew |
$30K - $31K
|
1.23K
$30.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 8.09% |
$29.5K - $30.5K
|
16.2K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.18K+ 0.34% |
$28.7K - $29.7K
|
343K
$8.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$27.8K - $28.8K
|
1.14K
$28.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 167.22% |
$26.9K - $27.8K
|
1.76K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08KNew |
$26.4K - $27.2K
|
1.08K
$26.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
869+ 5.07% |
$21.2K - $21.9K
|
18K
$445K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
864New |
$21.1K - $21.8K
|
864
$21.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
836+ 9.11% |
$20.4K - $21.1K
|
10K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
806+ 3.87% |
$19.7K - $20.3K
|
21.7K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
785+ 5.56% |
$19.1K - $19.8K
|
14.9K
$369K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
746+ 4.92% |
$18.2K - $18.8K
|
15.9K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
725New |
$17.7K - $18.3K
|
725
$17.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
687+ 5.54% |
$16.7K - $17.3K
|
13.1K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
672+ 3.24% |
$16.4K - $16.9K
|
21.4K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
651+ 3.32% |
$15.9K - $16.4K
|
20.2K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
625New |
$15.2K - $15.8K
|
625
$15.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
611+ 11.56% |
$14.9K - $15.4K
|
5.9K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
588+ 0.31% |
$14.3K - $14.8K
|
192K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$11.5K - $11.9K
|
471
$11.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
453+ 4.67% |
$11K - $11.4K
|
10.1K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
452+ 1.9% |
$11K - $11.4K
|
24.2K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
397+ 2.63% |
$9.68K - $10K
|
15.5K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
392+ 0.57% |
$9.56K - $9.88K
|
68.9K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
384+ 272.34% |
$9.36K - $9.68K
|
525
$13K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
358+ 0.32% |
$8.73K - $9.02K
|
112K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
331+ 10.66% |
$8.07K - $8.34K
|
3.44K
$85K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
319+ 1.56% |
$7.78K - $8.04K
|
20.8K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
277+ 0.43% |
$6.75K - $6.98K
|
64.4K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
240+ 1.53% |
$5.85K - $6.05K
|
16K
$395K
|