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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
22+ 0.53% |
$541 - $553
|
4.18K
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 0.12% |
$492 - $502
|
16.8K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18+ 0.19% |
$443 - $452
|
9.28K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.1% |
$345 - $352
|
13.9K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 6.86% |
$172 - $176
|
109
$2.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 1.72% |
$73.8 - $75.4
|
177
$4.41K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.2% |
$49.2 - $50.2
|
169
$4.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$49.2 - $50.2
|
2
$49.8
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.84% |
$369 - $377
|
799
$19.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 4.57% |
$591 - $603
|
501
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33- 0.21% |
$812 - $829
|
15.9K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-40- 0.16% |
$984 - $1K
|
25.7K
$639K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 12.64% |
$1.94K - $1.98K
|
546
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-103- 1.13% |
$2.53K - $2.59K
|
9.01K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139- 4.24% |
$3.42K - $3.49K
|
3.14K
$78.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-160- 0.65% |
$3.94K - $4.02K
|
24.3K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-217- 2.23% |
$5.34K - $5.45K
|
9.51K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-240- 1.89% |
$5.91K - $6.03K
|
12.4K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 78.57% |
$6.77K - $6.91K
|
75
$1.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 0.87% |
$7.38K - $7.54K
|
34.4K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-532- 4.65% |
$13.1K - $13.4K
|
10.9K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-677- 1.36% |
$16.7K - $17K
|
49K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-723- 4.79% |
$17.8K - $18.2K
|
14.4K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-756- 3.71% |
$18.6K - $19K
|
19.6K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.08K- 14.14% |
$26.5K - $27K
|
6.54K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.19K- 0.35% |
$29.3K - $29.9K
|
342K
$8.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 96.05% |
$29.9K - $30.5K
|
50
$1.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.31K- 2.98% |
$32.2K - $32.9K
|
42.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.38K- 0.38% |
$34K - $34.7K
|
363K
$9.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.5K- 2.19% |
$36.9K - $37.7K
|
66.9K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 9.81% |
$39K - $39.8K
|
14.6K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.63K- 13.53% |
$40.1K - $40.9K
|
10.4K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.71K- 10.38% |
$42K - $42.9K
|
14.7K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.8K- 13.78% |
$44.4K - $45.3K
|
11.3K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.88K- 11.62% |
$46.3K - $47.3K
|
14.3K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.89K- 9.1% |
$46.5K - $47.4K
|
18.9K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 12.58% |
$53.5K - $54.6K
|
15.1K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.5K- 3.58% |
$61.4K - $62.7K
|
67.3K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.61K- 5.26% |
$88.9K - $90.8K
|
65.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 80.0% |
$98.4K - $100K
|
1K
$24.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.25K- 17.82% |
$104K - $107K
|
19.6K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.6K- 12.37% |
$113K - $116K
|
32.6K
$811K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5K- 9.09% |
$123K - $126K
|
50K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 10.95% |
$152K - $155K
|
50.3K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12.4K- 9.25% |
$306K - $312K
|
122K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.7K- 19.73% |
$313K - $319K
|
51.7K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.8K- 22.57% |
$315K - $321K
|
43.9K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15.3K- 29.51% |
$376K - $383K
|
36.4K
$907K
|