Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Esg Awar (ESGD)
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 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
822+ 2.79% |
$60.3K - $65.9K
|
30.2K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
740+ 2.76% |
$54.3K - $59.3K
|
27.6K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
715+ 2.41% |
$52.5K - $57.3K
|
30.4K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
713+ 2.41% |
$52.3K - $57.2K
|
30.3K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
710+ 2.18% |
$52.1K - $56.9K
|
33.2K
$2.6M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
675+ 4.15% |
$49.5K - $54.1K
|
16.9K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
675+ 0.62% |
$49.5K - $54.1K
|
110K
$8.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
653+ 3.02% |
$47.9K - $52.4K
|
22.3K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
651+ 15.9% |
$47.8K - $52.2K
|
4.75K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
650+ 6.14% |
$47.7K - $52.1K
|
11.2K
$879K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
644+ 8.0% |
$47.3K - $51.6K
|
8.69K
$680K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
629+ 13.57% |
$46.2K - $50.4K
|
5.26K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
600+ 4.5% |
$44K - $48.1K
|
13.9K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
584+ 7.24% |
$42.9K - $46.8K
|
8.65K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
547+ 48.88% |
$40.1K - $43.9K
|
1.67K
$130K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
510+ 0.96% |
$37.4K - $40.9K
|
53.9K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
506New |
$37.1K - $40.6K
|
506
$39.6K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
500+ 2.82% |
$36.7K - $40.1K
|
18.2K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
478+ 0.81% |
$35.1K - $38.3K
|
59.4K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
474+ 9.84% |
$34.8K - $38K
|
5.29K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
457+ 51.29% |
$33.5K - $36.6K
|
1.35K
$105K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
437+ 1.72% |
$32.1K - $35K
|
25.8K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
435+ 11.97% |
$31.9K - $34.9K
|
4.07K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
428+ 4.57% |
$31.4K - $34.3K
|
9.79K
$766K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
416+ 6.41% |
$30.5K - $33.4K
|
6.91K
$541K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
408+ 5.32% |
$29.9K - $32.7K
|
8.07K
$632K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
407+ 6.54% |
$29.9K - $32.6K
|
6.63K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
403+ 5.88% |
$29.6K - $32.3K
|
7.26K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
359+ 19.37% |
$26.3K - $28.8K
|
2.21K
$173K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
357+ 11.25% |
$26.2K - $28.6K
|
3.53K
$276K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
352+ 1.53% |
$25.8K - $28.2K
|
23.4K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
348+ 2.19% |
$25.5K - $27.9K
|
16.3K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
347+ 1.55% |
$25.5K - $27.8K
|
22.7K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
341+ 65.7% |
$25K - $27.3K
|
860
$67.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
337+ 3.22% |
$24.7K - $27K
|
10.8K
$845K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
331+ 17.55% |
$24.3K - $26.5K
|
2.22K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
328+ 0.15% |
$24.1K - $26.3K
|
225K
$17.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
324+ 10.01% |
$23.8K - $26K
|
3.56K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
318+ 25.34% |
$23.3K - $25.5K
|
1.57K
$123K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
315+ 6.12% |
$23.1K - $25.3K
|
5.47K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
309+ 2.55% |
$22.7K - $24.8K
|
12.4K
$973K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
307+ 1.2% |
$22.5K - $24.6K
|
25.9K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
307+ 2.14% |
$22.5K - $24.6K
|
14.7K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 10.34% |
$22K - $24.1K
|
3.2K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 0.26% |
$22K - $24.1K
|
114K
$8.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
292New |
$21.4K - $23.4K
|
292
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
290+ 0.7% |
$21.3K - $23.3K
|
41.8K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
279+ 5.54% |
$20.5K - $22.4K
|
5.32K
$416K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
262+ 4.55% |
$19.2K - $21K
|
6.02K
$471K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
247+ 9.61% |
$18.1K - $19.8K
|
2.82K
$220K
|