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 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-382- 2.3% |
$25.3K - $27.7K
|
16.2K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-384- 4.64% |
$25.4K - $27.8K
|
7.88K
$602K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-393- 6.05% |
$26K - $28.4K
|
6.11K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-394- 2.08% |
$26.1K - $28.5K
|
18.5K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-420- 5.66% |
$27.8K - $30.4K
|
7K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-432- 3.9% |
$28.6K - $31.3K
|
10.6K
$812K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-437- 8.34% |
$29K - $31.6K
|
4.8K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-450- 5.82% |
$29.8K - $32.6K
|
7.29K
$556K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-479Closed |
$31.7K - $34.7K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-480- 10.29% |
$31.8K - $34.7K
|
4.19K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-556- 4.12% |
$36.8K - $40.2K
|
12.9K
$988K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-590- 2.24% |
$39.1K - $42.7K
|
25.7K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-630- 52.59% |
$41.8K - $45.6K
|
568
$43.3K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-635- 5.64% |
$42.1K - $46K
|
10.6K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-718- 1.39% |
$47.6K - $52K
|
51K
$3.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 9.05% |
$50.9K - $55.6K
|
7.72K
$589K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-768- 18.29% |
$50.9K - $55.6K
|
3.43K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-769- 18.74% |
$51K - $55.7K
|
3.34K
$255K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-770- 4.08% |
$51K - $55.7K
|
18.1K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-780- 9.13% |
$51.7K - $56.5K
|
7.76K
$593K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-793- 4.83% |
$52.6K - $57.4K
|
15.6K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-843- 15.78% |
$55.9K - $61K
|
4.5K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-870- 19.16% |
$57.7K - $63K
|
3.67K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-880- 22.37% |
$58.3K - $63.7K
|
3.05K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-889- 23.96% |
$58.9K - $64.4K
|
2.82K
$215K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-898- 12.74% |
$59.5K - $65K
|
6.15K
$470K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-900- 16.99% |
$59.6K - $65.2K
|
4.4K
$336K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-909- 0.94% |
$60.2K - $65.8K
|
95.7K
$7.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-911- 3.55% |
$60.4K - $65.9K
|
24.7K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-954- 4.61% |
$63.2K - $69.1K
|
19.7K
$1.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-982- 9.17% |
$65.1K - $71.1K
|
9.72K
$742K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-998- 2.61% |
$66.1K - $72.2K
|
37.3K
$2.84M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.02K- 4.02% |
$67.3K - $73.5K
|
24.2K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.02K- 0.68% |
$67.8K - $74.1K
|
150K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.03K- 7.27% |
$68.3K - $74.6K
|
13.1K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 12.26% |
$71K - $77.5K
|
7.67K
$585K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.17K- 3.68% |
$77.4K - $84.6K
|
30.5K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.29K- 0.9% |
$85.2K - $93K
|
142K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 13.08% |
$85.8K - $93.7K
|
8.6K
$657K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.39K- 30.96% |
$92K - $101K
|
3.1K
$236K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.4K- 4.78% |
$92.8K - $101K
|
27.9K
$2.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 6.03% |
$96.8K - $106K
|
22.7K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.47K- 2.03% |
$97.3K - $106K
|
70.8K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.49K- 1.9% |
$99K - $108K
|
77K
$5.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.5K- 22.47% |
$99.5K - $109K
|
5.18K
$395K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.51K- 5.74% |
$99.9K - $109K
|
24.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.54K- 1.51% |
$102K - $111K
|
100K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 4.85% |
$104K - $114K
|
30.8K
$2.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.76K- 13.0% |
$117K - $128K
|
11.8K
$901K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.84K- 2.25% |
$122K - $133K
|
79.9K
$6.1M
|