Purchases and Sales Made in Q4 2022 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

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 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
200
+ 0.66%
$4.64K - $4.79K
30.5K $753K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
198
New
$4.59K - $4.74K
198 $4.89K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
180
+ 1.94%
$4.17K - $4.31K
9.45K $233K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
173
New
$4.01K - $4.14K
173 $4.27K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
153
New
$3.55K - $3.66K
153 $3.78K
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

BUY
 -
145
+ 50.17%
$3.36K - $3.47K
434 $10.7K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
143
New
$3.32K - $3.42K
143 $3.53K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
142
+ 0.51%
$3.29K - $3.4K
28.2K $696K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
132
New
$3.06K - $3.16K
132 $3.26K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
132
New
$3.06K - $3.16K
132 $3.26K
Feb 14, 2023 Q4 2022
Pecaut & Co.

BUY
 -
98
+ 0.3%
$2.27K - $2.35K
33.1K $818K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
90
+ 0.69%
$2.09K - $2.15K
13.1K $324K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
86
+ 0.65%
$1.99K - $2.06K
13.3K $330K
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
65
+ 0.76%
$1.51K - $1.56K
8.61K $213K
Jan 27, 2023 Q4 2022
Harvest Group Wealth Management, LLC

BUY
 -
53
+ 0.23%
$1.23K - $1.27K
22.8K $562K
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
36
+ 10.88%
$835 - $862
367 $9.06K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
30
New
$696 - $718
30 $741
Jan 10, 2023 Q4 2022
ETF Portfolio Partners, Inc.

BUY
 -
21
+ 0.17%
$487 - $503
12.7K $313K
Feb 08, 2023 Q4 2022
4 Thought Financial Group Inc.

BUY
 -
15
+ 0.6%
$348 - $359
2.54K $62.6K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
6
+ 0.66%
$139 - $144
917 $22.6K
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
2
New
$46.4 - $47.9
2 $49.4
Feb 01, 2023 Q4 2022
Morton Brown Family Wealth, LLC

BUY
 -
2
+ 0.09%
$46.4 - $47.9
2.34K $57.8K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.01%
$23.2 - $23.9
10.6K $263K
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-11
- 0.1%
$255 - $263
11.2K $276K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

SELL
 -
-32
- 11.72%
$742 - $766
241 $5.95K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-51
- 0.1%
$1.18K - $1.22K
50.4K $1.24M
Jan 30, 2023 Q4 2022
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-89
- 0.51%
$2.06K - $2.13K
17.3K $428K
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

SELL
 -
-91
- 0.66%
$2.11K - $2.18K
13.7K $338K
Feb 08, 2023 Q4 2022
One Day In July LLC

SELL
 -
-115
- 0.43%
$2.67K - $2.75K
26.6K $657K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-162
- 3.32%
$3.76K - $3.88K
4.72K $117K
Jan 24, 2023 Q4 2022
Buckingham Capital Management, Inc.

SELL
 -
-165
- 1.33%
$3.83K - $3.95K
12.3K $303K
Feb 14, 2023 Q4 2022
Main Management LLC

San Francisco, CA
SELL
 -
-233
- 0.21%
$5.4K - $5.58K
110K $2.72M
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

SELL
 -
-244
- 2.08%
$5.66K - $5.84K
11.5K $283K
Jan 26, 2023 Q4 2022
Pds Planning, Inc

SELL
 -
-313
- 2.2%
$7.26K - $7.49K
13.9K $344K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

SELL
 -
-313
- 42.35%
$7.26K - $7.49K
426 $10.5K
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-417
- 2.83%
$9.67K - $9.98K
14.3K $354K
Jan 09, 2023 Q4 2022
Parkside Advisors LLC

SELL
 -
-444
- 0.72%
$10.3K - $10.6K
60.9K $1.5M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

SELL
 -
-471
- 0.04%
$10.9K - $11.3K
1.17M $28.8M
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-542
- 1.91%
$12.6K - $13K
27.9K $688K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

SELL
 -
-555
- 1.15%
$12.9K - $13.3K
47.9K $1.18M
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-560
- 2.51%
$13K - $13.4K
21.7K $537K
Feb 06, 2023 Q4 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-601
- 5.74%
$13.9K - $14.4K
9.87K $244K
Jan 17, 2023 Q4 2022
Pine Haven Investment Counsel, Inc

Fairhaven, MA
SELL
 -
-669
- 3.08%
$15.5K - $16K
21K $520K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

SELL
 -
-705
- 3.9%
$16.3K - $16.9K
17.4K $429K
Jan 17, 2023 Q4 2022
Rede Wealth, LLC

SELL
 -
-754
- 6.97%
$17.5K - $18.1K
10.1K $249K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

SELL
 -
-877
- 3.32%
$20.3K - $21K
25.6K $632K
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

SELL
 -
-892
- 5.1%
$20.7K - $21.4K
16.6K $410K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-914
- 2.96%
$21.2K - $21.9K
29.9K $740K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-938
- 12.71%
$21.8K - $22.5K
6.44K $159K

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