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 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
3.66K+ 23.58% |
$84.9K - $87.6K
|
19.2K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.6K+ 22.28% |
$83.5K - $86.2K
|
19.8K
$489K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.5K+ 81.09% |
$81.2K - $83.8K
|
7.82K
$193K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.39K+ 40.79% |
$78.6K - $81.1K
|
11.7K
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
3.38K+ 11.49% |
$78.4K - $81K
|
32.8K
$812K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
3.06K+ 51.34% |
$71K - $73.3K
|
9.02K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.05K+ 5.27% |
$70.8K - $73K
|
60.9K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.93K+ 5.19% |
$67.8K - $70K
|
59.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.7KNew |
$62.6K - $64.6K
|
2.7K
$66.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 4.8% |
$62.2K - $64.2K
|
58.5K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.62KNew |
$60.8K - $62.8K
|
2.62K
$64.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.52KNew |
$58.5K - $60.4K
|
2.52K
$62.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.49K+ 16.64% |
$57.6K - $59.5K
|
17.4K
$431K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.01K+ 1.26% |
$46.6K - $48.1K
|
161K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99KNew |
$46.1K - $47.6K
|
1.99K
$49.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.96K+ 13.13% |
$45.5K - $47K
|
16.9K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$44.8K - $46.2K
|
1.93K
$47.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.62K+ 1.77% |
$37.5K - $38.8K
|
93.3K
$2.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.6K+ 227.45% |
$37.1K - $38.3K
|
2.3K
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.57K+ 5.92% |
$36.3K - $37.5K
|
28K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.43K+ 23800.0% |
$33.1K - $34.2K
|
1.43K
$35.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 28.54% |
$32.1K - $33.1K
|
6.23K
$154K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.2K+ 9.0% |
$27.7K - $28.6K
|
14.5K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.18KNew |
$27.2K - $28.1K
|
1.18K
$29.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.17K+ 12.09% |
$27.2K - $28K
|
10.9K
$269K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
901+ 3.05% |
$20.9K - $21.6K
|
30.4K
$753K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
897+ 4.3% |
$20.8K - $21.5K
|
21.7K
$538K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
854+ 5.79% |
$19.8K - $20.4K
|
15.6K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
810+ 8.18% |
$18.8K - $19.4K
|
10.7K
$265K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791New |
$18.3K - $18.9K
|
791
$19.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
791New |
$18.3K - $18.9K
|
791
$19.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
781New |
$18.1K - $18.7K
|
781
$19.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
694+ 1.6% |
$16.1K - $16.6K
|
44K
$1.09M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
656+ 341.67% |
$15.2K - $15.7K
|
848
$21K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
641+ 4.6% |
$14.9K - $15.3K
|
14.6K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
606+ 3.92% |
$14.1K - $14.5K
|
16.1K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
564+ 4.05% |
$13.1K - $13.5K
|
14.5K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
513+ 4.56% |
$11.9K - $12.3K
|
11.8K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
487New |
$11.3K - $11.7K
|
487
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
456+ 2.28% |
$10.6K - $10.9K
|
20.4K
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
420+ 27.54% |
$9.74K - $10.1K
|
1.95K
$48.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
391New |
$9.07K - $9.36K
|
391
$9.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
388New |
$9K - $9.29K
|
388
$9.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
358+ 0.73% |
$8.3K - $8.57K
|
49.7K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
328+ 0.76% |
$7.61K - $7.85K
|
43.3K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
262+ 1.3% |
$6.08K - $6.27K
|
20.5K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
259+ 0.3% |
$6.01K - $6.2K
|
87.2K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
252+ 0.59% |
$5.84K - $6.03K
|
42.8K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
246+ 65.78% |
$5.7K - $5.89K
|
620
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
200New |
$4.64K - $4.79K
|
200
$4.95K
|