Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.8KNew |
$320K - $330K
|
13.8K
$340K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 40.33% |
$313K - $323K
|
47K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
13KNew |
$303K - $312K
|
13K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.8K+ 10.77% |
$296K - $306K
|
131K
$3.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
12.4K+ 59.21% |
$286K - $296K
|
33.2K
$820K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
12.3K+ 282.84% |
$284K - $294K
|
16.6K
$410K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$279K - $288K
|
12K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 101.32% |
$275K - $284K
|
23.6K
$582K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$275K - $283K
|
11.8K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5K+ 8.81% |
$267K - $276K
|
142K
$3.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.5K+ 24.01% |
$266K - $274K
|
59.2K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 50.51% |
$260K - $268K
|
33.4K
$825K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$258K - $266K
|
11.1K
$274K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.9KNew |
$253K - $261K
|
10.9K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.8K+ 144.13% |
$250K - $258K
|
18.2K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 65.59% |
$239K - $247K
|
26K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.79K+ 22.65% |
$227K - $234K
|
53K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
9.76K+ 57.85% |
$226K - $234K
|
26.6K
$657K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.66K+ 24.42% |
$224K - $231K
|
49.2K
$1.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
9.5KNew |
$220K - $227K
|
9.5K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.33K+ 25.0% |
$216K - $223K
|
46.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.13KNew |
$212K - $219K
|
9.13K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.05KNew |
$210K - $217K
|
9.05K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.83KNew |
$205K - $211K
|
8.83K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.78K+ 12.1% |
$204K - $210K
|
81.4K
$2.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.68K+ 8.6% |
$201K - $208K
|
110K
$2.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.19KNew |
$190K - $196K
|
8.19K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
8.16K+ 19.53% |
$189K - $195K
|
50K
$1.23M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.76K+ 17.94% |
$157K - $162K
|
44.5K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.54K+ 2.34% |
$152K - $157K
|
286K
$7.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.36K+ 18.82% |
$148K - $152K
|
40.2K
$993K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.23K+ 10.04% |
$144K - $149K
|
68.2K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6K+ 116.72% |
$139K - $144K
|
11.1K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.96K+ 5.15% |
$138K - $143K
|
122K
$3.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.93K+ 30.13% |
$138K - $142K
|
25.6K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.61K+ 4.33% |
$130K - $134K
|
135K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.43K+ 35.89% |
$126K - $130K
|
20.6K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.4K+ 46.26% |
$125K - $129K
|
17.1K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
5.05K+ 11.89% |
$117K - $121K
|
47.5K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.87K+ 43.07% |
$113K - $117K
|
16.2K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
4.46K+ 10.86% |
$103K - $107K
|
45.6K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.44KNew |
$103K - $106K
|
4.44K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.19K+ 14.73% |
$97.2K - $100K
|
32.7K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 22.06% |
$97.2K - $100K
|
23.2K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.18K+ 0.84% |
$96.8K - $100K
|
501K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
4.01K+ 1.25% |
$92.9K - $95.9K
|
324K
$8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 306.84% |
$91.6K - $94.5K
|
5.24K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.91K+ 8.58% |
$90.6K - $93.5K
|
49.4K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 100.0% |
$88.6K - $91.5K
|
7.64K
$189K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.74K+ 23.41% |
$86.6K - $89.4K
|
19.7K
$486K
|