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
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
592
+ 10.88%
$39.2K - $42.9K
6.03K $460K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
574
+ 8.89%
$38K - $41.6K
7.03K $536K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
564
+ 1.74%
$37.4K - $40.8K
33K $2.52M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
543
+ 5.03%
$36K - $39.3K
11.3K $866K
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
540
+ 2.44%
$35.8K - $39.1K
22.7K $1.73M
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
527
+ 14.4%
$34.9K - $38.1K
4.19K $320K
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
525
+ 1.4%
$34.8K - $38K
38.1K $2.9M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
520
+ 11.32%
$34.5K - $37.6K
5.11K $390K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
514
+ 8.81%
$34.1K - $37.2K
6.35K $484K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
499
+ 2.61%
$33.1K - $36.1K
19.6K $1.5M
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
460
+ 1277.78%
$30.5K - $33.3K
496 $37.9K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
456
+ 34.34%
$30.2K - $33K
1.78K $136K
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
442
+ 9.68%
$29.3K - $32K
5.01K $382K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
417
New
$27.6K - $30.2K
417 $31.8K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
412
+ 6.55%
$27.3K - $29.8K
6.7K $511K
May 03, 2023 Q1 2023
Mendel Capital Management LLC

BUY
 -
365
+ 2.7%
$24.2K - $26.4K
13.9K $1.06M
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
350
+ 7.54%
$23.2K - $25.3K
4.99K $381K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
349
New
$23.1K - $25.3K
349 $26.6K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
348
+ 3.9%
$23.1K - $25.2K
9.28K $708K
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
321
+ 5.48%
$21.3K - $23.2K
6.18K $472K
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
261
+ 6.73%
$17.3K - $18.9K
4.14K $316K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
253
+ 4.24%
$16.8K - $18.3K
6.22K $474K
May 04, 2023 Q1 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
215
+ 0.22%
$14.2K - $15.6K
97.4K $7.44M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
215
+ 0.93%
$14.2K - $15.6K
23.4K $1.79M
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
190
+ 3.33%
$12.6K - $13.8K
5.9K $450K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
190
+ 2.35%
$12.6K - $13.8K
8.29K $632K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
181
+ 1.3%
$12K - $13.1K
14.1K $1.08M
May 03, 2023 Q1 2023
Facet Wealth, Inc.

BUY
 -
176
+ 0.6%
$11.7K - $12.7K
29.6K $2.26M
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
176
+ 1.98%
$11.7K - $12.7K
9.07K $692K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
169
+ 14.3%
$11.2K - $12.2K
1.35K $103K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
152
+ 0.35%
$10.1K - $11K
44.2K $3.37M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
150
+ 2.95%
$9.94K - $10.9K
5.24K $400K
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
146
+ 3.84%
$9.68K - $10.6K
3.95K $301K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
139
+ 2.31%
$9.21K - $10.1K
6.16K $470K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
122
+ 2.79%
$8.08K - $8.83K
4.49K $343K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
119
+ 6.14%
$7.89K - $8.61K
2.06K $157K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
116
+ 2.95%
$7.69K - $8.4K
4.05K $309K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
113
+ 20.66%
$7.49K - $8.18K
660 $50.4K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
112
+ 3.26%
$7.42K - $8.11K
3.55K $271K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
110
New
$7.29K - $7.96K
110 $8.4K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
108
+ 82.44%
$7.16K - $7.82K
239 $18.2K
Apr 28, 2023 Q1 2023
Simmons Bank

BUY
 -
105
+ 0.77%
$6.96K - $7.6K
13.8K $1.05M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
101
+ 0.56%
$6.69K - $7.31K
18K $1.38M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
100
+ 2.8%
$6.63K - $7.24K
3.68K $281K
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
95
+ 1.95%
$6.3K - $6.88K
4.98K $380K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
90
New
$5.96K - $6.52K
90 $6.87K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
90
+ 0.4%
$5.96K - $6.52K
22.8K $1.74M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
82
+ 11.8%
$5.43K - $5.94K
777 $59.3K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
80
+ 1.79%
$5.3K - $5.79K
4.54K $346K

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