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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-467- 0.48% |
$11K - $11.4K
|
97.7K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-500- 8.4% |
$11.8K - $12.2K
|
5.45K
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-504- 3.63% |
$11.9K - $12.3K
|
13.4K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-533- 3.05% |
$12.6K - $13K
|
17K
$420K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-541- 1.21% |
$12.7K - $13.2K
|
44K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-608- 5.33% |
$14.3K - $14.9K
|
10.8K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-736- 0.94% |
$17.3K - $18K
|
77.7K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-740- 4.9% |
$17.4K - $18.1K
|
14.4K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-771- 82.55% |
$18.2K - $18.9K
|
163
$4.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-797- 2.2% |
$18.8K - $19.5K
|
35.5K
$878K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-845- 7.51% |
$19.9K - $20.7K
|
10.4K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-869- 9.51% |
$20.5K - $21.3K
|
8.27K
$205K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-929- 9.96% |
$21.9K - $22.7K
|
8.4K
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-934- 3.15% |
$22K - $22.9K
|
28.7K
$711K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-935- 7.77% |
$22K - $22.9K
|
11.1K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1K- 5.26% |
$23.6K - $24.5K
|
18K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 15.56% |
$26.8K - $27.8K
|
6.17K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.21K- 6.26% |
$28.5K - $29.6K
|
18.1K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27K- 3.31% |
$30K - $31.1K
|
37.2K
$921K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.3K- 11.86% |
$30.6K - $31.8K
|
9.66K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.33K- 6.02% |
$31.3K - $32.5K
|
20.7K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.39K- 4.51% |
$32.7K - $34K
|
29.4K
$728K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 4.61% |
$33.5K - $34.8K
|
29.5K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.49K- 11.22% |
$35.1K - $36.5K
|
11.8K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.57K- 1.93% |
$37K - $38.4K
|
79.9K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.62K- 1.89% |
$38.1K - $39.6K
|
84.2K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.7K- 1.91% |
$40K - $41.5K
|
87.1K
$2.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.91K- 10.4% |
$45K - $46.7K
|
16.4K
$407K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-1.98K- 7.15% |
$46.7K - $48.5K
|
25.7K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2K- 11.01% |
$47K - $48.8K
|
16.1K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.08K- 2.94% |
$49.1K - $51K
|
68.7K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.14K- 4.26% |
$50.4K - $52.3K
|
48.1K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.15K- 2.11% |
$50.7K - $52.7K
|
99.6K
$2.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.18K- 2.27% |
$51.3K - $53.3K
|
93.5K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.27K- 3.6% |
$53.6K - $55.7K
|
60.9K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.36K- 0.5% |
$55.5K - $57.7K
|
471K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.79K- 3.37% |
$65.8K - $68.3K
|
80.2K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 1.21% |
$76.7K - $79.7K
|
266K
$6.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.6K- 4.09% |
$84.8K - $88.1K
|
84.5K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.91K- 24.71% |
$92.2K - $95.8K
|
11.9K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.03K- 19.75% |
$119K - $123K
|
20.4K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.07K- 50.36% |
$119K - $124K
|
4.99K
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.36K- 13.42% |
$150K - $156K
|
41K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.94K- 1.23% |
$163K - $170K
|
556K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.51K- 18.73% |
$177K - $184K
|
32.6K
$807K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.66K- 17.15% |
$180K - $188K
|
37K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.7K- 36.61% |
$181K - $188K
|
13.3K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.94K- 8.78% |
$187K - $194K
|
82.5K
$2.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.25K- 4.41% |
$194K - $202K
|
179K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-8.55K- 36.62% |
$201K - $209K
|
14.8K
$366K
|