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
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-61- 0.59% |
$4.04K - $4.42K
|
10.2K
$779K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 1.55% |
$4.18K - $4.56K
|
4K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-72- 0.44% |
$4.77K - $5.21K
|
16.3K
$1.24M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-74- 6.88% |
$4.9K - $5.36K
|
1K
$76.4K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-84- 2.59% |
$5.57K - $6.08K
|
3.16K
$241K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-85- 2.06% |
$5.63K - $6.15K
|
4.04K
$308K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 1.95% |
$6.63K - $7.24K
|
5.02K
$383K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-100- 2.57% |
$6.63K - $7.24K
|
3.8K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104- 2.62% |
$6.89K - $7.53K
|
3.87K
$296K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-110- 1.57% |
$7.29K - $7.96K
|
6.89K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-111- 9.01% |
$7.36K - $8.04K
|
1.12K
$85.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-113- 2.44% |
$7.49K - $8.18K
|
4.52K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-114- 1.27% |
$7.55K - $8.25K
|
8.89K
$678K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-123- 0.38% |
$8.15K - $8.9K
|
32.3K
$2.46M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-125- 1.29% |
$8.28K - $9.05K
|
9.57K
$730K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-132- 0.41% |
$8.75K - $9.56K
|
31.7K
$2.42M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-140- 2.91% |
$9.28K - $10.1K
|
4.68K
$357K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 1.13% |
$9.94K - $10.9K
|
13.1K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-153- 3.91% |
$10.1K - $11.1K
|
3.76K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-157- 6.63% |
$10.4K - $11.4K
|
2.21K
$169K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-164- 3.79% |
$10.9K - $11.9K
|
4.16K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 10.26% |
$11.3K - $12.4K
|
1.5K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-171- 65.52% |
$11.3K - $12.4K
|
90
$6.87K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-172- 2.12% |
$11.4K - $12.5K
|
7.94K
$606K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-175- 2.45% |
$11.6K - $12.7K
|
6.98K
$532K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-177- 17.7% |
$11.7K - $12.8K
|
823
$62.8K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-178- 4.72% |
$11.8K - $12.9K
|
3.6K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-182- 4.0% |
$12.1K - $13.2K
|
4.36K
$333K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-187- 0.3% |
$12.4K - $13.5K
|
61.7K
$4.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-189- 2.09% |
$12.5K - $13.7K
|
8.85K
$675K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-193- 5.67% |
$12.8K - $14K
|
3.21K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-207- 1.49% |
$13.7K - $15K
|
13.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-207- 3.7% |
$13.7K - $15K
|
5.39K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-212- 4.5% |
$14K - $15.3K
|
4.5K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Mercer Investments LLC
|
SELL
|
- |
-214- 1.46% |
$14.2K - $15.5K
|
14.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-233- 3.22% |
$15.4K - $16.9K
|
7K
$535K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-248- 54.27% |
$16.4K - $18K
|
209
$16K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-280- 7.65% |
$18.6K - $20.3K
|
3.38K
$258K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-301- 2.58% |
$19.9K - $21.8K
|
11.3K
$866K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-308- 5.98% |
$20.4K - $22.3K
|
4.85K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-327- 6.47% |
$21.7K - $23.7K
|
4.72K
$361K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-340- 4.01% |
$22.5K - $24.6K
|
8.13K
$620K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-341- 38.66% |
$22.6K - $24.7K
|
541
$41.3K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-347- 7.41% |
$23K - $25.1K
|
4.33K
$331K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-355- 3.09% |
$23.5K - $25.7K
|
11.1K
$849K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-365- 55.3% |
$24.2K - $26.4K
|
295
$22.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-370- 3.76% |
$24.5K - $26.8K
|
9.47K
$723K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-373- 44.51% |
$24.7K - $27K
|
465
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-377- 1.13% |
$25K - $27.3K
|
33.1K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-378- 3.45% |
$25.1K - $27.4K
|
10.6K
$808K
|