Purchases and Sales Made in Q3 2024 in Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB) during Q3 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
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
239
+ 2.61%
$5.83K - $6.02K
9.38K $232K
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
226
+ 0.55%
$5.51K - $5.7K
41.3K $1.02M
Oct 03, 2024 Q3 2024
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
211
+ 1.05%
$5.14K - $5.32K
20.3K $502K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
170
+ 5.46%
$4.14K - $4.28K
3.28K $81K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
166
New
$4.05K - $4.18K
166 $4.1K
Oct 25, 2024 Q3 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
164
+ 11.91%
$4K - $4.13K
1.54K $38K
Nov 14, 2024 Q3 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
163
+ 0.64%
$3.97K - $4.11K
25.5K $630K
Oct 29, 2024 Q3 2024
Pds Planning, Inc

BUY
 -
154
+ 1.82%
$3.75K - $3.88K
8.62K $213K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
142
+ 489.66%
$3.46K - $3.58K
171 $4.22K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
137
New
$3.34K - $3.45K
137 $3.38K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
129
New
$3.15K - $3.25K
129 $3.18K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
129
+ 0.86%
$3.15K - $3.25K
15.2K $374K
Oct 16, 2024 Q3 2024
Marshall Financial Group LLC

BUY
 -
114
+ 0.76%
$2.78K - $2.87K
15.1K $373K
Oct 07, 2024 Q3 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
102
New
$2.49K - $2.57K
102 $2.52K
Nov 14, 2024 Q3 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
75
+ 1.69%
$1.83K - $1.89K
4.52K $111K
Oct 31, 2024 Q3 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
72
+ 0.95%
$1.76K - $1.81K
7.61K $188K
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
69
+ 0.68%
$1.68K - $1.74K
10.2K $251K
Nov 15, 2024 Q3 2024
Orion Capital Management LLC

BUY
 -
67
+ 0.71%
$1.63K - $1.69K
9.48K $234K
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
54
+ 0.39%
$1.32K - $1.36K
13.9K $343K
Nov 12, 2024 Q3 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
46
+ 0.07%
$1.12K - $1.16K
61.8K $1.53M
Oct 22, 2024 Q3 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
42
+ 0.59%
$1.02K - $1.06K
7.13K $176K
Oct 07, 2024 Q3 2024
Aprio Wealth Management, LLC

BUY
 -
40
+ 0.13%
$975 - $1.01K
30.4K $750K
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
29
New
$707 - $731
29 $715
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
28
+ 0.13%
$683 - $706
22.2K $548K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
4
New
$97.5 - $101
4 $98.7
Oct 22, 2024 Q3 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 1.21%
$48.8 - $50.4
167 $4.12K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
1
+ 0.58%
$24.4 - $25.2
174 $4.29K
Nov 08, 2024 Q3 2024
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-13
- 0.13%
$317 - $328
10.2K $253K
Nov 14, 2024 Q3 2024
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-14
- 0.33%
$341 - $353
4.28K $106K
Oct 11, 2024 Q3 2024
Cx Institutional

SELL
 -
-38
- 0.29%
$926 - $958
13.2K $326K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
SELL
 -
-80
- 0.23%
$1.95K - $2.02K
34.7K $855K
Oct 15, 2024 Q3 2024
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-86
- 0.17%
$2.1K - $2.17K
49.7K $1.23M
Oct 15, 2024 Q3 2024
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-130
- 0.17%
$3.17K - $3.28K
77.2K $1.9M
Nov 14, 2024 Q3 2024
Forvis Wealth Advisors, LLC

SELL
 -
-170
- 0.77%
$4.14K - $4.28K
21.9K $540K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
SELL
 -
-200
- 0.35%
$4.88K - $5.04K
57K $1.41M
Nov 05, 2024 Q3 2024
Fortis Capital Management LLC

SELL
 -
-203
- 0.3%
$4.95K - $5.12K
67K $1.65M
Oct 24, 2024 Q3 2024
4 Thought Financial Group Inc.

SELL
 -
-211
- 2.33%
$5.14K - $5.32K
8.84K $218K
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-239
- 2.01%
$5.83K - $6.02K
11.7K $288K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-379
- 0.54%
$9.24K - $9.55K
69.3K $1.71M
Oct 22, 2024 Q3 2024
Litman Gregory Wealth Management LLC

SELL
 -
-600
- 2.64%
$14.6K - $15.1K
22.2K $547K
Oct 30, 2024 Q3 2024
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-655
- 3.89%
$16K - $16.5K
16.2K $399K
Nov 14, 2024 Q3 2024
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-842
- 1.73%
$20.5K - $21.2K
47.7K $1.18M
Oct 18, 2024 Q3 2024
Bigelow Investment Advisors, LLC

SELL
 -
-885
- 7.83%
$21.6K - $22.3K
10.4K $257K
Nov 05, 2024 Q3 2024
Mascoma Wealth Management LLC

SELL
 -
-949
- 6.96%
$23.1K - $23.9K
12.7K $313K
Nov 01, 2024 Q3 2024
Francis Financial, Inc.

New York, NY
SELL
 -
-1.1K
- 0.3%
$26.8K - $27.7K
364K $8.98M
Oct 10, 2024 Q3 2024
Level Financial Advisors, Inc.

SELL
 -
-1.2K
- 3.95%
$29.2K - $30.2K
29.2K $720K
Nov 14, 2024 Q3 2024
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.43K
- 5.06%
$35K - $36.1K
26.9K $664K
Oct 07, 2024 Q3 2024
Omega Financial Group, LLC

SELL
 -
-1.44K
- 2.02%
$35.1K - $36.3K
69.8K $1.72M
Oct 30, 2024 Q3 2024
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-1.52K
- 0.49%
$37K - $38.2K
307K $7.57M

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