Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.61K- 2.96% |
$38.4K - $39K
|
52.9K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.73K- 8.74% |
$41.3K - $42K
|
18.1K
$448K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.85K- 4.49% |
$44.1K - $44.8K
|
39.3K
$974K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 7.51% |
$49.7K - $50.4K
|
25.6K
$635K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 33.19% |
$52.8K - $53.6K
|
4.46K
$110K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.3K- 2.4% |
$54.8K - $55.6K
|
93.5K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.31K- 18.5% |
$55.1K - $55.9K
|
10.2K
$252K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 2.31% |
$55.3K - $56.1K
|
98.1K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.62K- 23.17% |
$62.5K - $63.4K
|
8.69K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.7K- 4.56% |
$64.3K - $65.3K
|
56.5K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.75K- 18.96% |
$65.5K - $66.5K
|
11.7K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.84K- 47.69% |
$67.8K - $68.8K
|
3.12K
$77.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.89K- 4.88% |
$68.9K - $69.9K
|
56.3K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.95K- 0.87% |
$70.4K - $71.4K
|
336K
$8.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.26K- 6.7% |
$77.6K - $78.8K
|
45.3K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.52K- 83.29% |
$83.8K - $85.1K
|
705
$17.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.7K- 13.56% |
$88.1K - $89.4K
|
23.6K
$583K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.79K- 62.67% |
$90.4K - $91.8K
|
2.26K
$56K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.79K- 62.67% |
$90.4K - $91.8K
|
2.26K
$56K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.19K- 11.08% |
$99.9K - $101K
|
33.6K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.23K- 8.2% |
$101K - $102K
|
47.4K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.26K- 5.16% |
$101K - $103K
|
78.3K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.31K- 0.7% |
$103K - $104K
|
612K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.67K- 32.69% |
$111K - $113K
|
9.62K
$238K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.27K- 13.35% |
$126K - $128K
|
34.2K
$848K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.45K- 42.82% |
$130K - $132K
|
7.27K
$180K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.53K- 16.14% |
$132K - $134K
|
28.7K
$711K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.58K- 5.55% |
$133K - $135K
|
94.9K
$2.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.86K- 23.59% |
$140K - $142K
|
19K
$470K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.3K- 35.31% |
$150K - $152K
|
11.5K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.51K- 14.11% |
$155K - $158K
|
39.6K
$982K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.72K- 5.77% |
$184K - $187K
|
126K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.06K- 28.72% |
$192K - $195K
|
20K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.2K- 5.0% |
$195K - $198K
|
156K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.26K- 19.01% |
$221K - $224K
|
39.4K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10.7K- 52.22% |
$254K - $258K
|
9.76K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-12.4K- 29.25% |
$295K - $299K
|
29.9K
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.5K- 26.0% |
$298K - $303K
|
35.6K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.9K- 93.04% |
$354K - $359K
|
1.11K
$27.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.3K- 17.53% |
$365K - $370K
|
72K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 40.48% |
$472K - $479K
|
29.1K
$721K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-20.7K- 5.13% |
$494K - $502K
|
383K
$9.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-23.1K- 37.24% |
$551K - $560K
|
39K
$965K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 17.33% |
$563K - $572K
|
113K
$2.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26.2K- 23.82% |
$625K - $634K
|
83.8K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30K- 8.33% |
$715K - $726K
|
330K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.6K- 96.06% |
$919K - $933K
|
1.58K
$39.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 7.83% |
$1.06M - $1.08M
|
524K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-52.3K- 21.48% |
$1.25M - $1.27M
|
191K
$4.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-55.3K- 42.8% |
$1.32M - $1.34M
|
73.9K
$1.83M
|