Purchases and Sales Made in Q1 2024 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 2024. 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
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
2.64K
+ 1.68%
$194K - $212K
160K $13.1M
May 10, 2024 Q1 2024
Y Intercept (Hong Kong) LTD

BUY
 -
2.64K
+ 99.28%
$193K - $211K
5.29K $433K
Apr 18, 2024 Q1 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.63K
New
$193K - $211K
2.63K $215K
May 08, 2024 Q1 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.62K
+ 12.62%
$192K - $210K
23.4K $1.91M
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
2.62K
New
$192K - $210K
2.62K $214K
May 03, 2024 Q1 2024
Commerce Bank

Kansas City, MO
BUY
 -
2.59K
New
$190K - $207K
2.59K $212K
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

BUY
 -
2.58K
New
$189K - $207K
2.58K $211K
Apr 11, 2024 Q1 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
2.58K
New
$189K - $207K
2.58K $211K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.56K
New
$188K - $205K
2.56K $210K
May 02, 2024 Q1 2024
Auxano Advisors, LLC

BUY
 -
2.56K
New
$188K - $205K
2.56K $209K
Apr 25, 2024 Q1 2024
Aaron Wealth Advisors LLC

BUY
 -
2.44K
+ 46.15%
$179K - $196K
7.73K $633K
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.4K
+ 14.49%
$176K - $193K
19K $1.55M
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.32K
+ 45.42%
$170K - $186K
7.41K $607K
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.14K
+ 3.02%
$157K - $172K
73.1K $5.98M
Apr 25, 2024 Q1 2024
Sigma Investment Counselors Inc

BUY
 -
2K
+ 24.6%
$147K - $160K
10.1K $829K
Apr 30, 2024 Q1 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.82K
+ 25.02%
$134K - $146K
9.11K $745K
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
1.82K
+ 30.34%
$133K - $146K
7.8K $638K
Apr 15, 2024 Q1 2024
Orgel Wealth Management, LLC

BUY
 -
1.77K
+ 2.45%
$130K - $142K
74.1K $6.07M
May 06, 2024 Q1 2024
Parallel Advisors, LLC

BUY
 -
1.74K
+ 17.41%
$128K - $139K
11.7K $960K
May 07, 2024 Q1 2024
White Lighthouse Investment Management Inc.

BUY
 -
1.55K
+ 8.99%
$114K - $125K
18.8K $1.54M
May 07, 2024 Q1 2024
Armbruster Capital Management, Inc.

BUY
 -
1.55K
+ 12.15%
$114K - $124K
14.3K $1.17M
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
1.54K
+ 0.3%
$113K - $124K
510K $41.7M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
1.53K
New
$112K - $123K
1.53K $125K
Apr 25, 2024 Q1 2024
Htlf Bank

Denver, CO
BUY
 -
1.44K
+ 24.66%
$105K - $115K
7.26K $594K
Apr 29, 2024 Q1 2024
Mayflower Financial Advisors, LLC

BUY
 -
1.43K
+ 8.91%
$105K - $115K
17.5K $1.43M
May 03, 2024 Q1 2024
Litman Gregory Wealth Management LLC

BUY
 -
1.34K
+ 1.56%
$98.6K - $108K
87.7K $7.18M
Apr 26, 2024 Q1 2024
Coastline Trust CO

BUY
 -
1.34K
+ 18.13%
$98.3K - $107K
8.73K $715K
May 01, 2024 Q1 2024
Redw Wealth LLC

BUY
 -
1.34K
+ 8.26%
$98.3K - $107K
17.6K $1.44M
Jul 26, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.33K
+ 554.58%
$97.7K - $107K
1.57K $129K
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.25K
+ 3.63%
$91.5K - $100K
35.6K $2.91M
May 08, 2024 Q1 2024
Neumann Capital Management, LLC

BUY
 -
1.24K
+ 4.91%
$91K - $99.4K
26.5K $2.17M
May 10, 2024 Q1 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.21K
+ 0.89%
$88.7K - $96.9K
137K $11.2M
May 10, 2024 Q1 2024
Signature Estate & Investment Advisors LLC

BUY
 -
1.21K
+ 39.55%
$88.4K - $96.6K
4.25K $348K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
1.17K
+ 3.14%
$85.9K - $93.8K
38.4K $3.14M
Apr 22, 2024 Q1 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
1.15K
+ 16.58%
$84.4K - $92.2K
8.08K $662K
Apr 18, 2024 Q1 2024
Integrated Investment Consultants, LLC

BUY
 -
1.15K
+ 41.89%
$84.1K - $91.9K
3.88K $318K
May 10, 2024 Q1 2024
Vontobel Holding Ltd.

BUY
 -
1.14K
+ 14.25%
$83.8K - $91.6K
9.15K $749K
Apr 16, 2024 Q1 2024
Stratos Wealth Partners, Ltd.

BUY
 -
1.14K
+ 11.04%
$83.5K - $91.2K
11.4K $937K
Oct 21, 2024 Q1 2024
Wt Wealth Management

BUY
 -
1.14K
+ 17.24%
$83.3K - $91K
7.72K $632K
May 02, 2024 Q1 2024
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.06K
+ 24.21%
$77.5K - $84.7K
5.42K $444K
May 13, 2024 Q1 2024
D.A. Davidson & Co.

BUY
 -
1.05K
+ 0.26%
$77.1K - $84.3K
407K $33.3M
Apr 30, 2024 Q1 2024
Sage Financial Group Inc

BUY
 -
999
+ 21.31%
$73.3K - $80.1K
5.69K $466K
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
997
+ 2.89%
$73.2K - $79.9K
35.6K $2.91M
May 13, 2024 Q1 2024
Pitcairn CO

Jenkintown, PA
BUY
 -
979
+ 2.13%
$71.8K - $78.5K
47K $3.84M
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
979
+ 2.46%
$71.8K - $78.5K
40.8K $3.34M
Apr 22, 2024 Q1 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
978
+ 5.89%
$71.8K - $78.4K
17.6K $1.44M
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
967
New
$71K - $77.5K
967 $79.2K
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
950
New
$69.7K - $76.2K
950 $77.8K
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

BUY
 -
914
+ 22.23%
$67.1K - $73.3K
5.03K $411K

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