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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
241+ 2.53% |
$17.7K - $19.3K
|
9.78K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
235+ 0.87% |
$17.2K - $18.8K
|
27.2K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 2.87% |
$17K - $18.6K
|
8.31K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215+ 0.77% |
$15.8K - $17.2K
|
28K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
203New |
$14.9K - $16.3K
|
203
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
200+ 2.05% |
$14.7K - $16K
|
9.94K
$778K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
197+ 1.69% |
$14.5K - $15.8K
|
11.8K
$926K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
193+ 1.27% |
$14.2K - $15.5K
|
15.4K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
192+ 2.39% |
$14.1K - $15.4K
|
8.24K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
186+ 8.82% |
$13.7K - $14.9K
|
2.29K
$180K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
175+ 5.36% |
$12.8K - $14K
|
3.44K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
174+ 1.51% |
$12.8K - $14K
|
11.7K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
149+ 104.93% |
$10.9K - $11.9K
|
291
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
144+ 2.28% |
$10.6K - $11.5K
|
6.46K
$506K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
142+ 3.61% |
$10.4K - $11.4K
|
4.07K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
140+ 3.58% |
$10.3K - $11.2K
|
4.05K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
120+ 1.74% |
$8.81K - $9.62K
|
7.01K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
118+ 0.39% |
$8.66K - $9.46K
|
30.5K
$2.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
112+ 2.53% |
$8.22K - $8.98K
|
4.54K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
112+ 1.29% |
$8.22K - $8.98K
|
8.79K
$688K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
106+ 2.76% |
$7.78K - $8.5K
|
3.95K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
105+ 0.85% |
$7.71K - $8.42K
|
12.5K
$980K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
105+ 2.98% |
$7.71K - $8.42K
|
3.63K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
103+ 0.94% |
$7.56K - $8.26K
|
11.1K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92+ 23.0% |
$6.75K - $7.38K
|
492
$38.5K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
91New |
$6.68K - $7.3K
|
91
$7.12K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
84+ 0.63% |
$6.16K - $6.74K
|
13.4K
$1.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
82+ 2.35% |
$6.02K - $6.57K
|
3.58K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
78+ 0.47% |
$5.72K - $6.25K
|
16.8K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
77+ 0.37% |
$5.65K - $6.17K
|
21.1K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
75New |
$5.5K - $6.01K
|
75
$5.87K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
74+ 1.21% |
$5.43K - $5.93K
|
6.2K
$485K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72+ 2.95% |
$5.28K - $5.77K
|
2.51K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
70+ 1.82% |
$5.14K - $5.61K
|
3.92K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
65+ 0.45% |
$4.77K - $5.21K
|
14.5K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
63+ 1.48% |
$4.62K - $5.05K
|
4.32K
$338K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
60New |
$4.4K - $4.81K
|
60
$4.7K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
59+ 1.18% |
$4.33K - $4.73K
|
5.04K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
57+ 0.93% |
$4.18K - $4.57K
|
6.19K
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
56+ 2.07% |
$4.11K - $4.49K
|
2.76K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
51New |
$3.74K - $4.09K
|
51
$3.99K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
49+ 0.74% |
$3.6K - $3.93K
|
6.68K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
44+ 0.26% |
$3.23K - $3.53K
|
17.2K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 1.14% |
$3.01K - $3.29K
|
3.64K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
40+ 1.37% |
$2.94K - $3.21K
|
2.96K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.83% |
$2.72K - $2.97K
|
4.49K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 6.82% |
$2.42K - $2.65K
|
517
$40.5K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30+ 1.93% |
$2.2K - $2.41K
|
1.59K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
30+ 0.16% |
$2.2K - $2.41K
|
18.4K
$1.44M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
29+ 0.85% |
$2.13K - $2.33K
|
3.45K
$270K
|