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 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-81- 32.14% |
$5.94K - $6.49K
|
171
$13.3K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-98- 2.6% |
$7.19K - $7.86K
|
3.68K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-102- 2.88% |
$7.49K - $8.18K
|
3.44K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-105- 40.54% |
$7.71K - $8.42K
|
154
$12K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.49% |
$8.44K - $9.22K
|
23.1K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-116- 1.72% |
$8.51K - $9.3K
|
6.61K
$516K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-117- 3.03% |
$8.59K - $9.38K
|
3.75K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-129- 0.55% |
$9.47K - $10.3K
|
23.3K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-133- 4.0% |
$9.76K - $10.7K
|
3.19K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-137- 0.45% |
$10.1K - $11K
|
30.3K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-147- 8.03% |
$10.8K - $11.8K
|
1.68K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-150- 2.28% |
$11K - $12K
|
6.42K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-158- 2.4% |
$11.6K - $12.7K
|
6.42K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-172- 0.66% |
$12.6K - $13.8K
|
25.8K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-177- 2.36% |
$13K - $14.2K
|
7.32K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-202- 5.88% |
$14.8K - $16.2K
|
3.24K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-205- 3.83% |
$15K - $16.4K
|
5.15K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-214- 5.54% |
$15.7K - $17.2K
|
3.65K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-217- 4.79% |
$15.9K - $17.4K
|
4.31K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-218- 0.21% |
$16K - $17.5K
|
105K
$8.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-218- 0.93% |
$16K - $17.5K
|
23.1K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-220- 0.17% |
$16.1K - $17.6K
|
133K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-233- 1.1% |
$17.1K - $18.7K
|
21K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-238- 2.84% |
$17.5K - $19.1K
|
8.16K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-240- 1.55% |
$17.6K - $19.2K
|
15.3K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-254- 0.84% |
$18.6K - $20.4K
|
29.8K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-263- 0.97% |
$19.3K - $21.1K
|
27K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-270- 8.81% |
$19.8K - $21.6K
|
2.8K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-271- 3.67% |
$19.9K - $21.7K
|
7.12K
$555K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-275- 52.38% |
$20.2K - $22K
|
250
$19.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-286- 0.73% |
$21K - $22.9K
|
38.7K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-286- 3.13% |
$21K - $22.9K
|
8.84K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-286- 1.99% |
$21K - $22.9K
|
14.1K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 6.4% |
$22K - $24.1K
|
4.39K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-315- 8.76% |
$23.1K - $25.3K
|
3.28K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-317- 4.94% |
$23.3K - $25.4K
|
6.11K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-323- 10.88% |
$23.7K - $25.9K
|
2.65K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-330- 1.77% |
$24.2K - $26.5K
|
18.3K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-361- 4.14% |
$26.5K - $28.9K
|
8.37K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-361- 12.46% |
$26.5K - $28.9K
|
2.54K
$198K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-362- 0.62% |
$26.6K - $29K
|
58.3K
$4.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-385- 1.64% |
$28.3K - $30.9K
|
23.2K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-393- 12.92% |
$28.8K - $31.5K
|
2.65K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-395- 8.07% |
$29K - $31.7K
|
4.5K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-408- 12.04% |
$29.9K - $32.7K
|
2.98K
$232K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-413- 4.5% |
$30.3K - $33.1K
|
8.76K
$683K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-475- 1.68% |
$34.9K - $38.1K
|
27.9K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-515- 4.63% |
$37.8K - $41.3K
|
10.6K
$828K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-535- 4.76% |
$39.3K - $42.9K
|
10.7K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-550- 0.7% |
$40.4K - $44.1K
|
77.9K
$6.08M
|