Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-296- 5.68% |
$7.26K - $7.59K
|
4.91K
$121K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 8.33% |
$7.36K - $7.69K
|
3.3K
$81.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-329- 3.77% |
$8.07K - $8.43K
|
8.39K
$207K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-365Closed |
$8.96K - $9.35K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-477- 11.1% |
$11.7K - $12.2K
|
3.82K
$94.2K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500Closed |
$12.3K - $12.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-545Closed |
$13.4K - $14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-694- 4.26% |
$17K - $17.8K
|
15.6K
$385K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-697Closed |
$17.1K - $17.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-736- 2.42% |
$18.1K - $18.9K
|
29.7K
$732K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-800- 4.22% |
$19.6K - $20.5K
|
18.1K
$448K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.33K- 13.78% |
$32.7K - $34.2K
|
8.35K
$206K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.39K- 2.6% |
$34.2K - $35.7K
|
52.2K
$1.29M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.45K- 1.11% |
$35.6K - $37.2K
|
130K
$3.2M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.69K- 8.27% |
$41.4K - $43.3K
|
18.7K
$462K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.82K- 7.75% |
$44.7K - $46.7K
|
21.7K
$535K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.86KClosed |
$45.7K - $47.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$46.6K - $48.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.97K- 19.36% |
$48.2K - $50.4K
|
8.19K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.1K- 11.79% |
$51.4K - $53.7K
|
15.7K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.17K- 1.74% |
$53.2K - $55.6K
|
122K
$3.02M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.27KClosed |
$55.8K - $58.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 13.24% |
$58.8K - $61.4K
|
15.7K
$387K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.64K- 6.62% |
$64.8K - $67.7K
|
37.2K
$918K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.82K- 8.14% |
$69.2K - $72.3K
|
31.8K
$785K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.95K- 50.0% |
$72.5K - $75.7K
|
2.95K
$72.9K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.96K- 28.44% |
$72.7K - $76K
|
7.46K
$184K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.24KClosed |
$79.6K - $83.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.25K- 24.62% |
$79.7K - $83.2K
|
9.95K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 28.86% |
$86.9K - $90.8K
|
8.73K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.64K- 99.84% |
$89.3K - $93.2K
|
6
$148
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.76K- 48.27% |
$92.1K - $96.2K
|
4.02K
$99.3K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 40.36% |
$98.5K - $103K
|
5.93K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.15K- 77.44% |
$102K - $106K
|
1.21K
$29.8K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.2K- 12.7% |
$103K - $108K
|
28.9K
$712K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.26K- 86.09% |
$105K - $109K
|
688
$17K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.33K- 15.09% |
$106K - $111K
|
24.4K
$602K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.51KClosed |
$111K - $116K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.08K- 30.69% |
$125K - $130K
|
11.5K
$283K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.97K- 8.66% |
$147K - $153K
|
63K
$1.55M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.21K- 3.01% |
$152K - $159K
|
200K
$4.94M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.7K- 9.33% |
$164K - $172K
|
65.1K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.8K- 18.36% |
$191K - $200K
|
34.7K
$855K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.24KClosed |
$202K - $211K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.26KClosed |
$203K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.36KClosed |
$205K - $214K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.93KClosed |
$219K - $229K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.93KClosed |
$219K - $229K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.98KClosed |
$220K - $230K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.47KClosed |
$232K - $243K
|
0
$0
|