Purchases and Sales Made in Q4 2023 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 2023. 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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.5K+ 5.57% |
$177K - $184K
|
142K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.09KNew |
$167K - $174K
|
7.09K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
6.72K+ 4.77% |
$158K - $165K
|
148K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.54K+ 21.45% |
$154K - $160K
|
37K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.15K+ 31.93% |
$145K - $151K
|
25.4K
$630K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.98K+ 11.52% |
$141K - $146K
|
57.9K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.86K+ 11.93% |
$138K - $143K
|
55K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 9.18% |
$137K - $142K
|
69K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.84K+ 1.92% |
$114K - $118K
|
257K
$6.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.75K+ 33.64% |
$112K - $116K
|
18.9K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.47K+ 3.34% |
$105K - $109K
|
138K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.26K+ 21.51% |
$100K - $104K
|
24K
$596K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.2K+ 81.74% |
$99K - $103K
|
9.34K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
3.82K+ 2.01% |
$90K - $93.5K
|
194K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.71KNew |
$87.3K - $90.7K
|
3.71K
$91.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.27K+ 7.17% |
$77K - $80K
|
48.9K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2.96K+ 4.08% |
$69.7K - $72.4K
|
75.4K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.91K+ 2.35% |
$68.6K - $71.3K
|
127K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 2.25% |
$66.6K - $69.2K
|
129K
$3.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2.75K+ 4.59% |
$64.7K - $67.3K
|
62.6K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.6K+ 13.48% |
$61.3K - $63.7K
|
21.9K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.25K+ 1.34% |
$53K - $55.1K
|
171K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.93K+ 2.54% |
$45.5K - $47.3K
|
78.1K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.88K+ 20.71% |
$44.2K - $46K
|
10.9K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.76K+ 2.84% |
$41.5K - $43.1K
|
63.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 2.84% |
$41.5K - $43.1K
|
63.9K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.74K+ 66.21% |
$41.1K - $42.7K
|
4.38K
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.39K+ 5.06% |
$32.8K - $34.1K
|
28.9K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.31K+ 10.93% |
$30.8K - $32K
|
13.3K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.4K - $28.5K
|
1.16K
$28.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.06K+ 4.85% |
$25K - $25.9K
|
22.9K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
995+ 23.64% |
$23.4K - $24.4K
|
5.2K
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
865+ 5.89% |
$20.4K - $21.2K
|
15.6K
$385K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
844New |
$19.9K - $20.7K
|
844
$20.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
801New |
$18.9K - $19.6K
|
801
$19.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
781New |
$18.4K - $19.1K
|
781
$19.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
769+ 3.91% |
$18.1K - $18.8K
|
20.4K
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
743+ 4.06% |
$17.5K - $18.2K
|
19.1K
$472K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
543+ 5.19% |
$12.8K - $13.3K
|
11K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
500+ 1.61% |
$11.8K - $12.2K
|
31.6K
$783K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
445New |
$10.5K - $10.9K
|
445
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
434+ 4.27% |
$10.2K - $10.6K
|
10.6K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
420+ 0.7% |
$9.9K - $10.3K
|
60.7K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
420+ 1.96% |
$9.9K - $10.3K
|
21.9K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
400+ 40000.0% |
$9.42K - $9.79K
|
401
$9.93K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
398+ 2.83% |
$9.38K - $9.74K
|
14.5K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
385+ 3.18% |
$9.07K - $9.42K
|
12.5K
$310K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
364+ 1.83% |
$8.58K - $8.91K
|
20.3K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
348+ 170.59% |
$8.2K - $8.52K
|
552
$13.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
338+ 2.86% |
$7.96K - $8.27K
|
12.2K
$302K
|