Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$463K - $470K
|
18.1K
$448K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
17.3K+ 105.64% |
$443K - $450K
|
33.7K
$835K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
16.6KNew |
$425K - $431K
|
16.6K
$411K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
15.7KNew |
$401K - $407K
|
15.7K
$388K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
14.8K+ 12.97% |
$380K - $386K
|
129K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 93.58% |
$376K - $382K
|
30.4K
$753K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.6KNew |
$348K - $353K
|
13.6K
$336K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
13.4K+ 19.75% |
$343K - $348K
|
81.1K
$2.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.4K+ 10.1% |
$342K - $347K
|
146K
$3.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12KNew |
$308K - $313K
|
12K
$298K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
11.9K+ 8.55% |
$305K - $310K
|
151K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$300K - $304K
|
11.7K
$290K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 9.45% |
$290K - $295K
|
131K
$3.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$290K - $294K
|
11.3K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11K+ 503.89% |
$282K - $286K
|
13.2K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 199.65% |
$278K - $282K
|
16.3K
$403K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
10.8K+ 8.35% |
$276K - $280K
|
140K
$3.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.5K+ 51.54% |
$270K - $274K
|
31K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10.5KNew |
$269K - $273K
|
10.5K
$260K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.2KNew |
$260K - $264K
|
10.2K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$260K - $264K
|
10.1K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
9.68KNew |
$248K - $252K
|
9.68K
$240K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.47KNew |
$242K - $246K
|
9.47K
$234K
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.42K+ 28.75% |
$241K - $245K
|
42.2K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.98KNew |
$230K - $233K
|
8.98K
$222K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
8.93KNew |
$229K - $232K
|
8.93K
$221K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
8.35KNew |
$214K - $217K
|
8.35K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.26KNew |
$211K - $215K
|
8.26K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.15K+ 32.56% |
$209K - $212K
|
33.2K
$822K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
7.99K+ 58.21% |
$205K - $208K
|
21.7K
$538K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
7.74K+ 8.04% |
$198K - $201K
|
104K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
7.7K+ 60.68% |
$197K - $200K
|
20.4K
$505K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.5K+ 11.3% |
$192K - $195K
|
73.8K
$1.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.34K+ 17.88% |
$188K - $191K
|
48.4K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.28K+ 55.38% |
$186K - $189K
|
20.4K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7.13K+ 4.76% |
$183K - $185K
|
157K
$3.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6.24K+ 137.12% |
$160K - $162K
|
10.8K
$267K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.89K+ 39.59% |
$151K - $153K
|
20.8K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.87K+ 0.21% |
$150K - $153K
|
2.76M
$68.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.85K+ 22.5% |
$150K - $152K
|
31.8K
$788K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
5.67K+ 23.49% |
$145K - $147K
|
29.8K
$739K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.62K+ 31.38% |
$144K - $146K
|
23.5K
$582K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.29K+ 9.08% |
$135K - $137K
|
63.5K
$1.57M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.86K+ 24.78% |
$124K - $126K
|
24.5K
$606K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.66K+ 8.37% |
$119K - $121K
|
60.4K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.52K+ 660.15% |
$116K - $118K
|
5.21K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.51KNew |
$115K - $117K
|
4.51K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.36K+ 19.2% |
$112K - $113K
|
27.1K
$670K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
4.29K+ 2224.35% |
$110K - $112K
|
4.49K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.09K+ 17.85% |
$105K - $106K
|
27K
$669K
|