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 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.05KClosed |
$206K - $209K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.14KClosed |
$209K - $212K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.29K- 3.18% |
$212K - $215K
|
252K
$6.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 29.47% |
$232K - $236K
|
21.7K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.57KClosed |
$245K - $249K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.8K- 38.57% |
$303K - $308K
|
18.9K
$467K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.9K- 44.88% |
$306K - $310K
|
14.7K
$363K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12.2KClosed |
$312K - $317K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12.8K- 60.89% |
$329K - $334K
|
8.24K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.4K- 37.26% |
$368K - $374K
|
24.2K
$600K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-14.7KClosed |
$376K - $381K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 22.73% |
$454K - $461K
|
60.2K
$1.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 51.11% |
$531K - $538K
|
19.8K
$491K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-21.5K- 29.69% |
$550K - $558K
|
50.8K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-22.4KClosed |
$574K - $582K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.8K- 44.98% |
$661K - $671K
|
31.6K
$782K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.8K- 35.52% |
$737K - $748K
|
52.3K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.1K- 74.22% |
$796K - $808K
|
10.8K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-31.9K- 48.1% |
$816K - $828K
|
34.4K
$852K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-32.1K- 22.62% |
$821K - $833K
|
110K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.3KClosed |
$955K - $970K
|
0
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-41.4K- 34.16% |
$1.06M - $1.08M
|
79.8K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-45.3KClosed |
$1.16M - $1.18M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-51.5K- 48.12% |
$1.32M - $1.34M
|
55.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-59K- 36.86% |
$1.51M - $1.53M
|
101K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.3K- 5.64% |
$1.67M - $1.7M
|
1.09M
$27.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76K- 15.55% |
$1.95M - $1.98M
|
413K
$10.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-83.8K- 41.08% |
$2.15M - $2.18M
|
120K
$2.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-295K- 85.6% |
$7.55M - $7.66M
|
49.6K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-579K- 24.17% |
$14.8M - $15.1M
|
1.82M
$45M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.36M- 28.96% |
$34.9M - $35.4M
|
3.34M
$82.7M
|