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 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-956- 6.99% |
$22.2K - $22.9K
|
12.7K
$314K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-979- 11.07% |
$22.7K - $23.4K
|
7.87K
$194K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-982- 6.29% |
$22.8K - $23.5K
|
14.6K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.06K- 8.22% |
$24.5K - $25.3K
|
11.8K
$292K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.3K- 2.38% |
$30.1K - $31.1K
|
53.3K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.53K- 0.54% |
$35.4K - $36.5K
|
280K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.56K- 6.08% |
$36.1K - $37.3K
|
24.1K
$595K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.61K- 32.34% |
$37.2K - $38.4K
|
3.36K
$82.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.84K- 4.13% |
$42.7K - $44.1K
|
42.7K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.94K- 15.43% |
$45K - $46.4K
|
10.6K
$262K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.6K- 7.39% |
$60.3K - $62.3K
|
32.6K
$806K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.08K- 4.56% |
$71.4K - $73.7K
|
64.5K
$1.59M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.08K- 4.56% |
$71.4K - $73.7K
|
64.5K
$1.59M
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.13K- 1.69% |
$72.6K - $74.9K
|
182K
$4.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.14K- 2.96% |
$72.8K - $75.2K
|
103K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.7K- 17.42% |
$85.7K - $88.5K
|
17.5K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.78K- 8.3% |
$87.6K - $90.4K
|
41.7K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.91K- 35.1% |
$90.7K - $93.7K
|
7.24K
$179K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.98K- 14.09% |
$92.4K - $95.4K
|
24.3K
$600K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-4K- 2.43% |
$92.6K - $95.6K
|
160K
$3.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.75K- 17.11% |
$110K - $114K
|
23K
$568K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.19K- 2.58% |
$120K - $124K
|
196K
$4.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.76K- 2.84% |
$134K - $138K
|
197K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.83K- 26.36% |
$135K - $139K
|
16.3K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-5.91K- 23.76% |
$137K - $142K
|
19K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.93K- 5.86% |
$138K - $142K
|
95.3K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6K- 3.13% |
$139K - $144K
|
186K
$4.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6K- 3.73% |
$139K - $144K
|
155K
$3.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.97K- 50.86% |
$185K - $191K
|
7.7K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8K- 29.49% |
$185K - $191K
|
19.1K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-8K- 12.7% |
$185K - $191K
|
55K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.13K- 12.31% |
$189K - $195K
|
57.9K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-10.6K- 22.35% |
$245K - $253K
|
36.7K
$906K
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-10.7K- 9.68% |
$248K - $256K
|
99.8K
$2.47M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10.8K- 24.42% |
$251K - $259K
|
33.4K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-11K- 10.45% |
$256K - $264K
|
94.5K
$2.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.2K- 25.37% |
$261K - $269K
|
33.1K
$817K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 41.6% |
$292K - $301K
|
17.7K
$436K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-13.5K- 9.58% |
$312K - $323K
|
127K
$3.14M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.6K- 30.47% |
$315K - $325K
|
31K
$765K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 30.84% |
$353K - $364K
|
34.1K
$843K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16K- 17.96% |
$370K - $382K
|
72.9K
$1.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16.2K- 25.55% |
$376K - $388K
|
47.2K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 6.89% |
$453K - $468K
|
264K
$6.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.9K- 41.99% |
$461K - $476K
|
27.5K
$679K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-23.2K- 25.22% |
$537K - $555K
|
68.7K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.5K- 34.28% |
$592K - $612K
|
49K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 12.54% |
$819K - $846K
|
246K
$6.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-38.2K- 60.16% |
$886K - $915K
|
25.3K
$625K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-38.9K- 26.03% |
$902K - $931K
|
111K
$2.73M
|