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 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.56K+ 2.98% |
$104K - $113K
|
54K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.5K+ 20.49% |
$99.2K - $108K
|
8.8K
$672K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
1.49K+ 28.53% |
$98.5K - $108K
|
6.69K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.48K+ 69.42% |
$97.9K - $107K
|
3.61K
$275K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.45K+ 28.11% |
$96.2K - $105K
|
6.62K
$505K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.43K+ 13.87% |
$94.4K - $103K
|
11.7K
$893K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 3.87% |
$93K - $102K
|
37.6K
$2.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.37K+ 5.59% |
$90.6K - $99K
|
25.8K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.35K+ 12.92% |
$89.4K - $97.7K
|
11.8K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.33K+ 0.48% |
$87.9K - $96K
|
276K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 15.38% |
$87.7K - $95.8K
|
9.92K
$757K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.27K+ 1.97% |
$83.9K - $91.6K
|
65.5K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.27K+ 22.66% |
$83.8K - $91.6K
|
6.85K
$523K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.25KNew |
$83.1K - $90.8K
|
1.25K
$95.7K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.23K+ 17.52% |
$81.6K - $89.2K
|
8.26K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.21KNew |
$80.4K - $87.8K
|
1.21K
$92.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.2K+ 11.42% |
$79.7K - $87.1K
|
11.7K
$896K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 31.87% |
$79.6K - $86.9K
|
4.97K
$379K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.17K+ 352.11% |
$77.5K - $84.6K
|
1.5K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.15K+ 9.55% |
$76.2K - $83.2K
|
13.2K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.15K+ 0.47% |
$76.1K - $83.2K
|
245K
$18.7M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.13K+ 1.16% |
$75.1K - $82K
|
98.6K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.09K+ 25.82% |
$71.9K - $78.5K
|
5.29K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 28.11% |
$70.6K - $77.1K
|
4.85K
$370K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
924+ 1.61% |
$61.2K - $66.9K
|
58.2K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
899+ 8.31% |
$59.6K - $65.1K
|
11.7K
$894K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
836+ 10.22% |
$55.4K - $60.5K
|
9.02K
$688K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
831+ 2.61% |
$55.1K - $60.2K
|
32.6K
$2.49M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
802+ 16.28% |
$53.1K - $58.1K
|
5.73K
$437K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
795+ 11.16% |
$52.7K - $57.6K
|
7.92K
$604K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
793+ 2.85% |
$52.6K - $57.4K
|
28.6K
$2.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
783+ 7.31% |
$51.9K - $56.7K
|
11.5K
$877K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
780+ 2.08% |
$51.7K - $56.5K
|
38.3K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
774+ 41.1% |
$51.3K - $56K
|
2.66K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
770+ 4.6% |
$51K - $55.7K
|
17.5K
$1.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
760+ 0.45% |
$50.4K - $55K
|
170K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
746+ 9.54% |
$49.4K - $54K
|
8.56K
$654K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
721New |
$47.8K - $52.2K
|
721
$55K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
707+ 18.07% |
$46.9K - $51.2K
|
4.62K
$353K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
681+ 1.74% |
$45.1K - $49.3K
|
39.7K
$3.03M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
681+ 5.27% |
$45.1K - $49.3K
|
13.6K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
655+ 8.74% |
$43.4K - $47.4K
|
8.15K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
652+ 10.81% |
$43.2K - $47.2K
|
6.69K
$510K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
641+ 13.62% |
$42.5K - $46.4K
|
5.35K
$408K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
633+ 0.5% |
$41.9K - $45.8K
|
127K
$9.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
632+ 9.88% |
$41.9K - $45.8K
|
7.03K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
621+ 8.47% |
$41.2K - $45K
|
7.95K
$607K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
610+ 15.45% |
$40.4K - $44.2K
|
4.56K
$348K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
605+ 7.26% |
$40.1K - $43.8K
|
8.94K
$683K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
592New |
$39.2K - $42.9K
|
592
$45.2K
|