Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-585- 4.91% |
$14.2K - $14.4K
|
11.3K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.19K- 5.44% |
$28.9K - $29.2K
|
20.7K
$510K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.26K- 0.9% |
$30.6K - $31K
|
139K
$3.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.31K- 2.16% |
$31.9K - $32.2K
|
59.4K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 7.61% |
$35.2K - $35.6K
|
17.6K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.5K- 8.33% |
$36.5K - $36.9K
|
16.5K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.62K- 12.48% |
$39.3K - $39.7K
|
11.3K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.89K- 37.93% |
$46.1K - $46.5K
|
3.1K
$76.5K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.01K- 0.78% |
$48.8K - $49.3K
|
255K
$6.29M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 2.49% |
$50.9K - $51.4K
|
81.7K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.21K- 70.13% |
$53.6K - $54.2K
|
939
$23.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.39K- 10.91% |
$58.1K - $58.7K
|
19.5K
$482K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 2.4% |
$59.1K - $59.7K
|
98.9K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.71K- 3.91% |
$65.8K - $66.5K
|
66.5K
$1.64M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.59K- 6.55% |
$87.4K - $88.3K
|
51.2K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.74K- 4.96% |
$91K - $92K
|
71.7K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.75K- 11.03% |
$91.1K - $92K
|
30.2K
$745K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.76K- 5.64% |
$116K - $117K
|
79.7K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.15K- 6.24% |
$125K - $126K
|
77.3K
$1.91M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-5.73K- 6.47% |
$139K - $141K
|
82.8K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.78K- 2.39% |
$141K - $142K
|
236K
$5.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.27K- 21.28% |
$152K - $154K
|
23.2K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.34K- 1.98% |
$154K - $156K
|
314K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.9K- 42.52% |
$168K - $170K
|
9.33K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.14K- 8.94% |
$174K - $175K
|
72.8K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-7.18K- 3.15% |
$175K - $176K
|
221K
$5.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.53K- 10.85% |
$183K - $185K
|
61.9K
$1.53M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-8.63KClosed |
$210K - $212K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.84K- 29.31% |
$215K - $217K
|
21.3K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.1K- 35.81% |
$221K - $224K
|
16.3K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.7K- 12.49% |
$236K - $238K
|
68K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10K- 15.38% |
$243K - $246K
|
55K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.1K- 17.29% |
$246K - $248K
|
48.3K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-12.2K- 32.96% |
$297K - $300K
|
24.8K
$613K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 21.32% |
$321K - $325K
|
48.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 29.47% |
$345K - $348K
|
33.9K
$837K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-15K- 17.81% |
$365K - $368K
|
69.2K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-18.3K- 46.41% |
$445K - $450K
|
21.1K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 2.77% |
$459K - $464K
|
663K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20K- 13.21% |
$486K - $491K
|
131K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-20.2K- 57.18% |
$491K - $496K
|
15.1K
$373K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.3K- 3.11% |
$517K - $523K
|
663K
$16.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-22.6K- 36.1% |
$551K - $556K
|
40.1K
$989K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22.6K- 39.12% |
$551K - $556K
|
35.2K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26K- 19.87% |
$633K - $640K
|
105K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-26.1K- 5.34% |
$634K - $640K
|
462K
$11.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.4K- 3.31% |
$911K - $920K
|
1.09M
$27M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-41.9K- 11.39% |
$1.02M - $1.03M
|
326K
$8.04M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-45.1K- 73.42% |
$1.1M - $1.11M
|
16.3K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46.1K- 12.01% |
$1.12M - $1.13M
|
337K
$8.32M
|