Purchases and Sales Made in Q4 2023 in Ishares Tr Esg Advanced Invt G (ELQD)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Invt G (ELQD) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED INVT G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.41KNew |
$178K - $202K
|
2.41K
$196K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
899+ 18.7% |
$66.5K - $75.2K
|
5.71K
$465K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$222 - $251
|
2.84K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 59.53% |
$29.8K - $33.7K
|
274
$22.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-472- 16.33% |
$34.9K - $39.5K
|
2.42K
$197K
|