Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-1.61K- 1.23% |
$41.8K - $42K
|
129K
$3.2M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.94K- 4.84% |
$50.3K - $50.6K
|
38.1K
$948K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.14K- 1.49% |
$55.5K - $55.8K
|
142K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.23KClosed |
$57.8K - $58.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 23.94% |
$65.7K - $66.1K
|
8.05K
$200K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 1.73% |
$67.3K - $67.7K
|
147K
$3.66M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.6K- 8.22% |
$67.6K - $68K
|
29.1K
$722K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.94K- 19.8% |
$76.2K - $76.7K
|
11.9K
$296K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 22.05% |
$98.2K - $98.8K
|
13.4K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.55K- 23.54% |
$118K - $119K
|
14.8K
$367K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.84K- 29.65% |
$152K - $152K
|
13.9K
$344K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.15K- 28.3% |
$159K - $160K
|
15.6K
$387K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.86K- 41.74% |
$178K - $179K
|
9.57K
$238K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-7.04KClosed |
$183K - $184K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.49K- 57.97% |
$194K - $196K
|
5.43K
$135K
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.77KClosed |
$202K - $203K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.24KClosed |
$214K - $215K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.27K- 43.89% |
$215K - $216K
|
10.6K
$263K
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.5K- 50.0% |
$297K - $299K
|
11.5K
$285K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.2KClosed |
$316K - $318K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2KClosed |
$317K - $319K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.2K- 8.11% |
$317K - $319K
|
139K
$3.44M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12.4K- 37.68% |
$321K - $323K
|
20.4K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.8K- 18.23% |
$332K - $334K
|
57.4K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-13K- 19.88% |
$337K - $338K
|
52.3K
$1.3M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13KClosed |
$337K - $339K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.1KClosed |
$365K - $367K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-15.7K- 50.47% |
$408K - $411K
|
15.4K
$384K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 24.35% |
$410K - $413K
|
49.1K
$1.22M
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-16K- 51.36% |
$415K - $417K
|
15.1K
$376K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.6K- 63.03% |
$431K - $434K
|
9.75K
$242K
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18K- 35.4% |
$466K - $469K
|
32.8K
$815K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-23.2K- 74.01% |
$602K - $605K
|
8.14K
$202K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-24.2KClosed |
$629K - $633K
|
0
$0
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25.4K- 48.85% |
$660K - $663K
|
26.6K
$661K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33.1K- 18.92% |
$858K - $863K
|
142K
$3.52M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-43K- 37.29% |
$1.12M - $1.12M
|
72.3K
$1.8M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-54.6K- 45.19% |
$1.42M - $1.43M
|
66.2K
$1.65M
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-60KClosed |
$1.56M - $1.57M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-66.5K- 35.4% |
$1.72M - $1.73M
|
121K
$3.01M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-83.7K- 66.64% |
$2.17M - $2.18M
|
41.9K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.3K- 35.01% |
$2.24M - $2.25M
|
160K
$3.98M
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-96KClosed |
$2.49M - $2.51M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-98.7K- 39.83% |
$2.56M - $2.58M
|
149K
$3.7M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-113K- 42.9% |
$2.92M - $2.94M
|
150K
$3.72M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 21.16% |
$3.88M - $3.9M
|
556K
$13.8M
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-204K- 43.99% |
$5.3M - $5.33M
|
260K
$6.47M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243K- 91.12% |
$6.31M - $6.35M
|
23.7K
$589K
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-582K- 96.29% |
$15.1M - $15.2M
|
22.4K
$557K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.28M- 32.69% |
$59.2M - $59.6M
|
4.7M
$117M
|