Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
4K+ 470.59% |
$102K - $104K
|
4.85K
$121K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.98K+ 49.12% |
$102K - $103K
|
12.1K
$300K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
3.9K+ 5.32% |
$99.9K - $101K
|
77.2K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.73K+ 8.48% |
$95.4K - $96.8K
|
47.7K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
3.53K+ 6.32% |
$90.3K - $91.6K
|
59.3K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.33K+ 17.81% |
$85.3K - $86.5K
|
22K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.2K+ 33.06% |
$81.8K - $83.1K
|
12.9K
$320K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3K+ 32.36% |
$76.8K - $78K
|
12.3K
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.85K+ 7.2% |
$73.1K - $74.1K
|
42.5K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.55K+ 8.36% |
$65.4K - $66.4K
|
33.1K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.5K+ 2.05% |
$63.9K - $64.8K
|
124K
$3.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.46K+ 62.3% |
$62.9K - $63.9K
|
6.4K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.3KNew |
$58.9K - $59.7K
|
2.3K
$57.1K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.14K+ 3.42% |
$54.7K - $55.5K
|
64.7K
$1.61M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.14K+ 3.42% |
$54.7K - $55.5K
|
64.7K
$1.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.1K+ 4.49% |
$53.8K - $54.6K
|
48.9K
$1.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.03K+ 5.61% |
$52.1K - $52.9K
|
38.3K
$952K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 30.04% |
$51.6K - $52.4K
|
8.72K
$217K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.9KNew |
$48.6K - $49.3K
|
1.9K
$47.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.81K+ 16.81% |
$46.5K - $47.1K
|
12.6K
$313K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.79K+ 3.39% |
$45.8K - $46.5K
|
54.6K
$1.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 14.29% |
$43.5K - $44.2K
|
13.6K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
1.67KNew |
$42.6K - $43.3K
|
1.67K
$41.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 11.02% |
$38.5K - $39.1K
|
15.2K
$377K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.4K+ 28.0% |
$35.9K - $36.4K
|
6.4K
$159K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.39K+ 2.65% |
$35.5K - $36K
|
53.6K
$1.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.16K+ 7.04% |
$29.7K - $30.1K
|
17.6K
$438K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.14K+ 3.11% |
$29.2K - $29.6K
|
37.7K
$938K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
971+ 2.5% |
$24.9K - $25.2K
|
39.9K
$991K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
852+ 0.6% |
$21.8K - $22.1K
|
142K
$3.54M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
750New |
$19.2K - $19.5K
|
750
$18.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
736+ 5.34% |
$18.8K - $19.1K
|
14.5K
$361K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
733+ 1.28% |
$18.8K - $19.1K
|
58.1K
$1.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
721+ 7.78% |
$18.5K - $18.7K
|
9.99K
$248K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
710+ 136.02% |
$18.2K - $18.5K
|
1.23K
$30.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
672New |
$17.2K - $17.5K
|
672
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
671+ 6.88% |
$17.2K - $17.4K
|
10.4K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
625+ 2.21% |
$16K - $16.2K
|
29K
$720K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
545New |
$14K - $14.2K
|
545
$13.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
500New |
$12.8K - $13K
|
500
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
496+ 2.87% |
$12.7K - $12.9K
|
17.8K
$442K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
454+ 3.58% |
$11.6K - $11.8K
|
13.1K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
410+ 4.89% |
$10.5K - $10.7K
|
8.79K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
378+ 48.21% |
$9.68K - $9.82K
|
1.16K
$28.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
365New |
$9.35K - $9.49K
|
365
$9.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
362+ 29.87% |
$9.27K - $9.41K
|
1.57K
$39.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
299+ 0.84% |
$7.66K - $7.77K
|
36K
$896K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
262+ 16.39% |
$6.71K - $6.81K
|
1.86K
$46.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
212New |
$5.43K - $5.51K
|
212
$5.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
212New |
$5.43K - $5.51K
|
212
$5.27K
|