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 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
140+ 3.98% |
$3.59K - $3.64K
|
3.66K
$90.5K
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
106+ 1.01% |
$2.71K - $2.75K
|
10.6K
$263K
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
105+ 0.71% |
$2.69K - $2.73K
|
14.9K
$369K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$2.3K - $2.34K
|
90
$2.23K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
77+ 0.52% |
$1.97K - $2K
|
14.9K
$370K
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
60+ 0.61% |
$1.54K - $1.56K
|
9.98K
$247K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.26% |
$1.43K - $1.46K
|
21.9K
$542K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
51+ 1.89% |
$1.31K - $1.33K
|
2.74K
$68K
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
50+ 0.51% |
$1.28K - $1.3K
|
9.93K
$246K
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
38+ 0.25% |
$973 - $988
|
15.2K
$376K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 1.5% |
$820 - $832
|
2.17K
$53.7K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21+ 0.07% |
$538 - $546
|
28.7K
$712K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.57% |
$282 - $286
|
1.94K
$48.1K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
5+ 0.01% |
$128 - $130
|
36.4K
$902K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$25.6 - $26
|
2.06K
$51.1K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 1.17% |
$1.2K - $1.22K
|
3.97K
$98.4K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-50- 0.22% |
$1.28K - $1.3K
|
22.9K
$568K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 1.98% |
$2.77K - $2.81K
|
5.36K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-153- 0.36% |
$3.92K - $3.98K
|
41.8K
$1.04M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-167- 0.87% |
$4.28K - $4.34K
|
18.9K
$469K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$5.38K - $5.46K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-368Closed |
$9.42K - $9.56K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-553- 12.8% |
$14.2K - $14.4K
|
3.77K
$93.4K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-555- 0.37% |
$14.2K - $14.4K
|
150K
$3.71M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-580- 0.39% |
$14.9K - $15.1K
|
148K
$3.68M
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-642- 1.38% |
$16.4K - $16.7K
|
45.8K
$1.13M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-674- 49.16% |
$17.3K - $17.5K
|
697
$17.3K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$20.5K - $20.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.85K- 4.27% |
$47.3K - $48K
|
41.4K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.71K- 14.07% |
$69.5K - $70.5K
|
16.6K
$410K
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.8K- 17.13% |
$71.8K - $72.8K
|
13.6K
$336K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 5.92% |
$74.5K - $75.6K
|
46.2K
$1.14M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.3K- 2.24% |
$84.5K - $85.8K
|
144K
$3.56M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.51K- 9.2% |
$89.8K - $91.1K
|
34.6K
$858K
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 26.36% |
$90.3K - $91.6K
|
9.85K
$244K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.91K- 28.22% |
$100K - $102K
|
9.95K
$246K
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.98K- 2.95% |
$102K - $103K
|
131K
$3.25M
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4K- 12.7% |
$102K - $104K
|
27.5K
$681K
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.33K- 3.2% |
$111K - $113K
|
131K
$3.25M
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.42K- 54.84% |
$113K - $115K
|
3.64K
$90.2K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.48K- 15.42% |
$115K - $116K
|
24.6K
$609K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.63K- 53.22% |
$144K - $146K
|
4.95K
$123K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.85K- 39.56% |
$150K - $152K
|
8.93K
$221K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.95K- 4.3% |
$152K - $155K
|
133K
$3.29M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.97K- 34.58% |
$179K - $181K
|
13.2K
$327K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.05K- 21.65% |
$181K - $183K
|
25.5K
$632K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.21K- 46.29% |
$185K - $187K
|
8.36K
$207K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.39K- 47.85% |
$189K - $192K
|
8.05K
$199K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 5.7% |
$194K - $197K
|
125K
$3.11M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.98KClosed |
$204K - $207K
|
0
$0
|