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 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.85KClosed |
$242K - $252K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10K- 4.96% |
$245K - $256K
|
192K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-10.5KClosed |
$258K - $269K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8KClosed |
$265K - $277K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6K- 56.99% |
$286K - $298K
|
8.78K
$217K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 21.85% |
$330K - $344K
|
48.1K
$1.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.6KClosed |
$334K - $348K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.6K- 9.48% |
$335K - $350K
|
130K
$3.21M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14K- 23.12% |
$343K - $358K
|
46.4K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14.4K- 10.39% |
$354K - $370K
|
124K
$3.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-15.2KClosed |
$372K - $389K
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-15.4K- 37.33% |
$377K - $394K
|
25.8K
$637K
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-15.4K- 39.89% |
$378K - $395K
|
23.2K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.2K- 13.75% |
$447K - $467K
|
114K
$2.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 85.6% |
$456K - $477K
|
3.13K
$77.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.9KClosed |
$463K - $483K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19.4K- 9.79% |
$476K - $497K
|
179K
$4.41M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.6K- 35.29% |
$480K - $502K
|
35.9K
$886K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.7K- 13.84% |
$484K - $505K
|
123K
$3.03M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.9K- 61.58% |
$488K - $510K
|
12.4K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.9KClosed |
$513K - $536K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-21.3K- 14.35% |
$523K - $546K
|
127K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.4K- 46.35% |
$526K - $549K
|
24.8K
$611K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23K- 12.05% |
$563K - $588K
|
168K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.2KClosed |
$594K - $621K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-26K- 51.25% |
$639K - $668K
|
24.8K
$611K
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.2K- 10.78% |
$666K - $696K
|
225K
$5.55M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 45.97% |
$680K - $710K
|
32.5K
$803K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-31.6KClosed |
$775K - $809K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.9K- 64.32% |
$782K - $817K
|
17.7K
$436K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-33.7KClosed |
$827K - $864K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-34.4KClosed |
$844K - $881K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-42.2KClosed |
$1.04M - $1.08M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-48.7K- 46.8% |
$1.2M - $1.25M
|
55.4K
$1.37M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-52.8KClosed |
$1.3M - $1.35M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-57.1K- 4.8% |
$1.4M - $1.46M
|
1.13M
$27.9M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63K- 62.31% |
$1.55M - $1.61M
|
38.1K
$940K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-71K- 88.92% |
$1.74M - $1.82M
|
8.84K
$218K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-73.9K- 67.42% |
$1.81M - $1.89M
|
35.7K
$881K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-124K- 20.21% |
$3.05M - $3.19M
|
491K
$12.1M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-157KClosed |
$3.85M - $4.02M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-175K- 83.14% |
$4.3M - $4.49M
|
35.5K
$876K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-247K- 44.33% |
$6.05M - $6.32M
|
310K
$7.64M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-267K- 57.76% |
$6.55M - $6.84M
|
195K
$4.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-617K- 33.94% |
$15.1M - $15.8M
|
1.2M
$29.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56M- 46.66% |
$38.2M - $39.9M
|
1.78M
$43.9M
|