Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
10.5K
+ 28.86%
$746K - $780K
46.9K $3.73M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
10.2K
+ 13.02%
$721K - $754K
88.2K $7.01M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
10.1K
+ 53.55%
$718K - $750K
29K $2.31M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
10K
+ 137.25%
$710K - $742K
17.3K $1.37M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
9.94K
+ 9.43%
$706K - $738K
115K $9.18M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
9.37K
+ 7.86%
$665K - $695K
129K $10.2M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
9.12K
+ 11.41%
$647K - $677K
89.1K $7.08M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9.09K
+ 80.72%
$645K - $674K
20.4K $1.62M
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
9.04K
+ 35.39%
$642K - $671K
34.6K $2.75M
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
8.12K
+ 78.71%
$576K - $602K
18.4K $1.47M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.88K
+ 13.2%
$559K - $585K
67.6K $5.38M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
7.84K
+ 9.18%
$556K - $581K
93.2K $7.41M
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
7.81K
New
$554K - $579K
7.81K $621K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.61K
+ 10.78%
$540K - $565K
78.3K $6.22M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
7.37K
+ 104.88%
$523K - $547K
14.4K $1.15M
Aug 11, 2023 Q2 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
7.16K
New
$508K - $531K
7.16K $569K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
6.86K
+ 97.72%
$487K - $509K
13.9K $1.1M
Jul 17, 2023 Q2 2023
Brewster Financial Planning LLC

BUY
 -
6.83K
New
$485K - $507K
6.83K $543K
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
6.73K
New
$478K - $499K
6.73K $535K
Aug 09, 2023 Q2 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
6.53K
New
$463K - $484K
6.53K $519K
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.5K
+ 56.21%
$461K - $482K
18.1K $1.44M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
6.48K
+ 10.42%
$460K - $481K
68.7K $5.46M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
6.45K
+ 20.24%
$458K - $479K
38.3K $3.05M
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
6.28K
New
$446K - $466K
6.28K $500K
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
5.89K
+ 8.85%
$418K - $437K
72.4K $5.76M
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
5.82K
+ 111.1%
$413K - $432K
11.1K $880K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.8K
+ 3.88%
$411K - $430K
155K $12.4M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
5.51K
+ 1.36%
$391K - $409K
411K $32.7M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.35K
+ 5.73%
$379K - $397K
98.7K $7.85M
Jul 28, 2023 Q2 2023
Howland Capital Management LLC

BUY
 -
5.33K
+ 1.93%
$378K - $395K
281K $22.4M
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
5.23K
+ 172.31%
$371K - $388K
8.26K $657K
Aug 10, 2023 Q2 2023
Magellan Asset Management LTD

Sydney, C3
BUY
 -
5.15K
+ 15.54%
$366K - $382K
38.3K $3.05M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
4.79K
New
$340K - $356K
4.79K $381K
Jul 18, 2023 Q2 2023
Integrated Investment Consultants, LLC

BUY
 -
4.77K
New
$339K - $354K
4.77K $379K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
4.63K
+ 7.07%
$329K - $344K
70.1K $5.58M
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
4.34K
+ 12.33%
$308K - $322K
39.5K $3.14M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.33K
+ 13.09%
$307K - $321K
37.4K $2.97M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
4.1K
+ 122.94%
$291K - $304K
7.44K $591K
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
4.1K
+ 30.15%
$291K - $304K
17.7K $1.41M
Jul 31, 2023 Q2 2023
Roof Eidam & Maycock

BUY
 -
4.06K
+ 3.86%
$288K - $301K
109K $8.68M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.01K
New
$285K - $297K
4.01K $319K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
3.94K
New
$280K - $292K
3.94K $313K
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
3.82K
+ 35.88%
$271K - $283K
14.4K $1.15M
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

BUY
 -
3.66K
+ 14.16%
$260K - $271K
29.5K $2.35M
Jul 17, 2023 Q2 2023
D. Scott Neal, Inc.

BUY
 -
3.55K
New
$252K - $264K
3.55K $283K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.5K
New
$248K - $260K
3.5K $278K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
3.48K
New
$247K - $258K
3.48K $277K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
3.42K
+ 19.5%
$243K - $254K
20.9K $1.67M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
3.39K
+ 1.59%
$240K - $251K
216K $17.2M

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