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
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 2.74% |
$5.1K - $5.57K
|
2.89K
$220K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71+ 1.94% |
$4.71K - $5.14K
|
3.74K
$285K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
64+ 0.53% |
$4.24K - $4.63K
|
12.1K
$926K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53+ 8.72% |
$3.51K - $3.84K
|
661
$50.4K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45+ 59.21% |
$2.98K - $3.26K
|
121
$9.23K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
45+ 0.64% |
$2.98K - $3.26K
|
7.03K
$537K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
43+ 3.08% |
$2.85K - $3.11K
|
1.44K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
BUY
|
- |
41+ 1.07% |
$2.72K - $2.97K
|
3.86K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 4.44% |
$2.72K - $2.97K
|
964
$73.6K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
40+ 1.05% |
$2.65K - $2.9K
|
3.87K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 0.55% |
$2.32K - $2.53K
|
6.38K
$487K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
32+ 0.3% |
$2.12K - $2.32K
|
10.7K
$815K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29+ 0.88% |
$1.92K - $2.1K
|
3.33K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27New |
$1.79K - $1.95K
|
27
$2.06K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$1.72K - $1.88K
|
26
$1.98K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23New |
$1.52K - $1.66K
|
23
$1.76K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
22+ 1.84% |
$1.46K - $1.59K
|
1.22K
$93K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.46K - $1.59K
|
22
$1.68K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
22+ 0.54% |
$1.46K - $1.59K
|
4.11K
$314K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 18.69% |
$1.33K - $1.45K
|
127
$9.69K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 18.69% |
$1.33K - $1.45K
|
127
$9.69K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
18+ 14.29% |
$1.19K - $1.3K
|
144
$11K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$1.19K - $1.3K
|
18
$1.37K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18+ 0.46% |
$1.19K - $1.3K
|
3.96K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 0.05% |
$1.19K - $1.3K
|
35.4K
$2.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$994 - $1.09K
|
6.87K
$524K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 8.33% |
$729 - $796
|
143
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$464 - $507
|
4.69K
$358K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$331 - $362
|
5
$382
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 2.52% |
$265 - $290
|
163
$12.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$66.3 - $72.4
|
4.09K
$312K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$133 - $145
|
3.47K
$264K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 0.33% |
$464 - $507
|
2.14K
$163K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-13- 3.58% |
$862 - $941
|
350
$26.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17- 5.25% |
$1.13K - $1.23K
|
307
$23.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-21- 0.61% |
$1.39K - $1.52K
|
3.44K
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-21- 0.14% |
$1.39K - $1.52K
|
14.6K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-23- 4.5% |
$1.52K - $1.66K
|
488
$37.2K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30- 10.31% |
$1.99K - $2.17K
|
261
$19.9K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34- 0.09% |
$2.25K - $2.46K
|
36.4K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-43- 0.6% |
$2.85K - $3.11K
|
7.16K
$546K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-44- 0.6% |
$2.92K - $3.19K
|
7.3K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-44- 1.66% |
$2.92K - $3.19K
|
2.6K
$199K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-45- 0.54% |
$2.98K - $3.26K
|
8.34K
$636K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-47- 0.94% |
$3.11K - $3.4K
|
4.95K
$378K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-51- 1.01% |
$3.38K - $3.69K
|
5.01K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 0.55% |
$3.78K - $4.13K
|
10.3K
$787K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-57- 9.21% |
$3.78K - $4.13K
|
562
$42.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-57- 1.46% |
$3.78K - $4.13K
|
3.83K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-59- 1.98% |
$3.91K - $4.27K
|
2.92K
$223K
|