Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 4.99% |
$93.3K - $95.2K
|
79.7K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.76K+ 36.84% |
$92.6K - $94.6K
|
14K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.49K+ 39.84% |
$86K - $87.7K
|
12.3K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.33K+ 10.93% |
$81.8K - $83.5K
|
33.7K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.28K+ 2.18% |
$80.7K - $82.4K
|
154K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.25K+ 12.72% |
$79.9K - $81.6K
|
28.8K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.23KNew |
$79.4K - $81.1K
|
3.23K
$80.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.96K+ 17.37% |
$72.9K - $74.4K
|
20K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.96K+ 6.94% |
$72.8K - $74.4K
|
45.6K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.87K+ 15.29% |
$70.5K - $72K
|
21.6K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.82K+ 5.29% |
$69.4K - $70.9K
|
56.1K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.82K+ 13.84% |
$69.3K - $70.7K
|
23.2K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.7K+ 2.23% |
$66.3K - $67.7K
|
123K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.35K+ 2.94% |
$57.8K - $59K
|
82.4K
$2.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.3K+ 15.65% |
$56.6K - $57.8K
|
17K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.17K+ 25.06% |
$53.5K - $54.6K
|
10.8K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.14K+ 3.5% |
$52.6K - $53.7K
|
63.3K
$1.58M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.12K+ 19.28% |
$52.2K - $53.3K
|
13.1K
$327K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.1K+ 2.9% |
$51.8K - $52.8K
|
74.7K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.89K+ 5.98% |
$46.5K - $47.5K
|
33.5K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 22.71% |
$45.1K - $46.1K
|
9.91K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 25.13% |
$44.1K - $45K
|
8.92K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 2.29% |
$43.6K - $44.5K
|
78.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 7.42% |
$40.1K - $40.9K
|
23.6K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 9.07% |
$40K - $40.8K
|
19.5K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.55K+ 904.09% |
$38K - $38.8K
|
1.72K
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.44K+ 16.39% |
$35.5K - $36.2K
|
10.2K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.44KNew |
$35.5K - $36.2K
|
1.44K
$35.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.42KNew |
$35K - $35.7K
|
1.42K
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.41K+ 53.5% |
$34.6K - $35.3K
|
4.04K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.31K+ 0.35% |
$32.2K - $32.8K
|
379K
$9.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 5.85% |
$31.9K - $32.6K
|
23.5K
$585K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.29K+ 13.77% |
$31.7K - $32.4K
|
10.7K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.24K+ 9.6% |
$30.5K - $31.1K
|
14.1K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 0.53% |
$29.6K - $30.2K
|
230K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$28.8K - $29.4K
|
21.9K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.17K+ 7.13% |
$28.7K - $29.3K
|
17.5K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28.2K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.1K+ 1.78% |
$27.1K - $27.7K
|
62.9K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.06K+ 0.21% |
$26.1K - $26.6K
|
498K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1K+ 6.06% |
$24.6K - $25.1K
|
17.5K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
998+ 115.51% |
$24.6K - $25.1K
|
1.86K
$46.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
991+ 1.48% |
$24.4K - $24.9K
|
68K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
892New |
$22K - $22.4K
|
892
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
855+ 7.9% |
$21K - $21.5K
|
11.7K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
800+ 17.72% |
$19.7K - $20.1K
|
5.32K
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
797+ 5.14% |
$19.6K - $20K
|
16.3K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
777+ 6.12% |
$19.1K - $19.5K
|
13.5K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
761New |
$18.7K - $19.1K
|
761
$18.9K
|