Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.33MNew |
$419M - $458M
|
6.33M
$485M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.52M+ 6964.13% |
$167M - $182M
|
2.55M
$196M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
384K+ 7.42% |
$25.5M - $27.8M
|
5.56M
$427M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
344K+ 12.34% |
$22.8M - $24.9M
|
3.13M
$240M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
273KNew |
$18.1M - $19.8M
|
273K
$21M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
273K+ 13.01% |
$18.1M - $19.7M
|
2.37M
$182M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
164K+ 51.88% |
$10.9M - $11.9M
|
481K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157K+ 37.6% |
$10.4M - $11.4M
|
575K
$44.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
104K+ 11.44% |
$6.9M - $7.54M
|
1.01M
$77.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
95.5K+ 4.87% |
$6.33M - $6.91M
|
2.06M
$158M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.6K+ 10.57% |
$6.2M - $6.78M
|
979K
$75.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.1K+ 11.98% |
$5.24M - $5.72M
|
739K
$56.7M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
68.6K+ 2.75% |
$4.54M - $4.96M
|
2.56M
$196M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
64.8K+ 10.48% |
$4.29M - $4.69M
|
683K
$52.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
52.9K+ 94.93% |
$3.5M - $3.83M
|
109K
$8.33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 14.4% |
$3.43M - $3.75M
|
411K
$31.6M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
50.9K+ 5.34% |
$3.37M - $3.68M
|
1M
$76.9M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
48.2K+ 13.48% |
$3.19M - $3.49M
|
406K
$31.1M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
46.8K+ 127.38% |
$3.1M - $3.39M
|
83.6K
$6.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
44.6K+ 6.06% |
$2.96M - $3.23M
|
781K
$59.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
42.3K+ 13.84% |
$2.8M - $3.06M
|
348K
$26.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
42.3K+ 21.51% |
$2.8M - $3.06M
|
239K
$18.3M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35.1K+ 152.1% |
$2.32M - $2.54M
|
58.1K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.5K+ 62.56% |
$2.22M - $2.42M
|
86.9K
$6.67M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.8K+ 11.95% |
$2.17M - $2.38M
|
307K
$23.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
32.2K+ 36.37% |
$2.14M - $2.33M
|
121K
$9.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
28.6K+ 36.6% |
$1.89M - $2.07M
|
107K
$8.18M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 4.87% |
$1.77M - $1.93M
|
574K
$44M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
25.9KNew |
$1.72M - $1.87M
|
25.9K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25.8KNew |
$1.71M - $1.87M
|
25.8K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22.3K+ 366.26% |
$1.48M - $1.61M
|
28.4K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
22.1K+ 15.44% |
$1.47M - $1.6M
|
166K
$12.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.7KNew |
$1.44M - $1.57M
|
21.7K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18.9K+ 460.25% |
$1.26M - $1.37M
|
23.1K
$1.77M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 51.13% |
$1.21M - $1.33M
|
54.1K
$4.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.9K+ 12853.24% |
$1.18M - $1.29M
|
18K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 19.71% |
$1.15M - $1.26M
|
106K
$8.1M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
17.3K+ 47.34% |
$1.15M - $1.26M
|
54K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
17KNew |
$1.13M - $1.23M
|
17K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$1.05M - $1.15M
|
15.8K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 28.39% |
$1.04M - $1.13M
|
70.6K
$5.42M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8K+ 63.99% |
$978K - $1.07M
|
37.8K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 31.56% |
$956K - $1.04M
|
60.2K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 7.16% |
$943K - $1.03M
|
213K
$16.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.1K+ 5.42% |
$932K - $1.02M
|
273K
$21M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 42.69% |
$811K - $886K
|
40.9K
$3.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11.8KNew |
$784K - $856K
|
11.8K
$907K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.8K+ 9.8% |
$782K - $855K
|
132K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$762K - $833K
|
11.5K
$882K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.6K+ 2.19% |
$702K - $767K
|
495K
$38M
|