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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.74K- 32.94% |
$201K - $220K
|
5.59K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-2.76K- 35.86% |
$202K - $221K
|
4.93K
$403K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.79K- 46.01% |
$204K - $223K
|
3.27K
$268K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.99K- 10.5% |
$219K - $239K
|
25.5K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.21K- 7.22% |
$236K - $257K
|
41.3K
$3.38M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.23K- 7.44% |
$237K - $259K
|
40.2K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.25K- 15.77% |
$239K - $261K
|
17.4K
$1.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.29K- 61.65% |
$242K - $264K
|
2.05K
$168K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.31K- 10.74% |
$243K - $266K
|
27.5K
$2.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.32K- 16.45% |
$244K - $267K
|
16.9K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.46K- 3.9% |
$254K - $277K
|
85.3K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.48K- 32.27% |
$255K - $279K
|
7.29K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.6K- 6.45% |
$264K - $288K
|
52.2K
$4.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.65K- 22.63% |
$268K - $293K
|
12.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.98K- 57.97% |
$292K - $319K
|
2.89K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.4K- 2.51% |
$323K - $352K
|
171K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.63K- 8.46% |
$340K - $371K
|
50.1K
$4.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.67K- 5.23% |
$343K - $375K
|
84.7K
$6.93M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.9K- 26.4% |
$360K - $393K
|
13.7K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.91K- 3.49% |
$360K - $393K
|
136K
$11.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.18K- 3.47% |
$380K - $415K
|
144K
$11.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.78K- 0.3% |
$424K - $463K
|
1.95M
$160M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-6.19K- 9.67% |
$454K - $496K
|
57.8K
$4.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.23K- 25.07% |
$458K - $500K
|
18.6K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55K- 16.39% |
$554K - $606K
|
38.5K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.3K- 34.37% |
$609K - $665K
|
15.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.34K- 12.64% |
$612K - $669K
|
57.6K
$4.72M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.37K- 2.66% |
$614K - $671K
|
307K
$25.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-8.65K- 64.53% |
$635K - $693K
|
4.75K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.2K- 12.15% |
$675K - $737K
|
66.5K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.4K- 2.45% |
$690K - $754K
|
374K
$30.6M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.76K- 77.46% |
$716K - $782K
|
2.84K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.76K- 28.15% |
$716K - $783K
|
24.9K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-9.82K- 8.12% |
$721K - $787K
|
111K
$9.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 25.57% |
$824K - $900K
|
32.7K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 0.74% |
$833K - $910K
|
1.51M
$124M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.8K- 8.67% |
$868K - $948K
|
124K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.9K- 5.73% |
$948K - $1.04M
|
213K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.7K- 0.97% |
$1.15M - $1.25M
|
1.6M
$131M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15.9K- 90.06% |
$1.17M - $1.28M
|
1.76K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-17K- 57.7% |
$1.25M - $1.36M
|
12.5K
$1.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-17.2K- 4.53% |
$1.26M - $1.38M
|
362K
$29.6M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18.2K- 40.62% |
$1.33M - $1.46M
|
26.6K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-19.7K- 7.38% |
$1.45M - $1.58M
|
247K
$20.3M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-22.5K- 7.35% |
$1.65M - $1.8M
|
284K
$23.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.7K- 6.4% |
$1.67M - $1.82M
|
333K
$27.2M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.4K- 10.92% |
$1.94M - $2.12M
|
215K
$17.6M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-28.2K- 33.31% |
$2.07M - $2.26M
|
56.5K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-30.6K- 5.99% |
$2.24M - $2.45M
|
480K
$39.3M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-32.1K- 76.85% |
$2.35M - $2.57M
|
9.66K
$791K
|