Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
3.65K
+ 8.97%
$242K - $264K
44.4K $3.39M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
3.58K
New
$237K - $259K
3.58K $273K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.54K
+ 1.22%
$235K - $256K
293K $22.4M
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
3.44K
+ 4.71%
$228K - $249K
76.5K $5.84M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
3.38K
+ 1.23%
$224K - $245K
277K $21.2M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
3.32K
+ 73.8%
$220K - $240K
7.82K $597K
Apr 28, 2023 Q1 2023
Lws Wealth Advisors, Inc.

BUY
 -
3.31K
New
$219K - $239K
3.31K $252K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
3.28K
New
$217K - $238K
3.28K $250K
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
3.27K
+ 0.28%
$216K - $236K
1.17M $89.3M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.17K
New
$210K - $229K
3.17K $242K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
3.11K
New
$206K - $225K
3.11K $237K
Apr 06, 2023 Q1 2023
West Wealth Group, LLC

BUY
 -
3.1K
New
$205K - $224K
3.1K $236K
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
3.04K
New
$202K - $220K
3.04K $232K
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
3.03K
New
$201K - $220K
3.03K $232K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.01K
+ 1316.16%
$200K - $218K
3.24K $248K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
3.01K
+ 801.06%
$200K - $218K
3.39K $259K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.01K
New
$199K - $218K
3.01K $229K
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

BUY
 -
2.99K
New
$198K - $217K
2.99K $228K
May 03, 2023 Q1 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
2.96K
New
$196K - $215K
2.96K $226K
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.94K
+ 11.17%
$195K - $213K
29.3K $2.23M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.94K
New
$195K - $213K
2.94K $224K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
2.93K
+ 0.71%
$194K - $212K
416K $31.7M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
2.91K
+ 26.89%
$193K - $210K
13.7K $1.05M
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
2.86K
New
$189K - $207K
2.86K $218K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
2.83K
+ 13.54%
$187K - $205K
23.7K $1.81M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
2.81K
+ 16.02%
$186K - $203K
20.4K $1.55M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.76K
+ 3.67%
$183K - $200K
78K $5.95M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
2.75K
+ 20.05%
$182K - $199K
16.4K $1.25M
Apr 28, 2023 Q1 2023
Horst & Graben Wealth Management LLC

BUY
 -
2.74K
+ 16.5%
$182K - $198K
19.4K $1.48M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.59K
+ 16.67%
$171K - $187K
18.1K $1.38M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.54K
+ 42.68%
$168K - $184K
8.47K $647K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.52K
+ 218.49%
$167K - $182K
3.67K $280K
Apr 21, 2023 Q1 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
2.48K
+ 22.32%
$165K - $180K
13.6K $1.04M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.35K
+ 21.03%
$156K - $170K
13.5K $1.03M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
2.31K
+ 29.37%
$153K - $167K
10.2K $777K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
2.14K
+ 6.45%
$142K - $155K
35.3K $2.69M
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
2.07K
+ 13.52%
$137K - $150K
17.4K $1.33M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
2.05K
+ 4.83%
$136K - $148K
44.4K $3.39M
May 01, 2023 Q1 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.94K
+ 7.85%
$129K - $140K
26.7K $2.03M
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
1.9K
+ 11.16%
$126K - $137K
18.9K $1.44M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.89K
New
$125K - $137K
1.89K $144K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.84K
+ 12.01%
$122K - $133K
17.1K $1.31M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.81K
+ 50.08%
$120K - $131K
5.42K $414K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
1.73K
+ 22.5%
$115K - $125K
9.41K $718K
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.69K
+ 5.2%
$112K - $123K
34.2K $2.61M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.65K
+ 1.8%
$109K - $119K
93.3K $7.12M
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.59K
+ 10.9%
$105K - $115K
16.1K $1.23M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
1.58K
+ 8.59%
$105K - $114K
20K $1.52M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
1.57K
+ 2.41%
$104K - $113K
66.5K $5.08M

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