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 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
3.35K
New
$238K - $248K
3.35K $266K
Aug 02, 2023 Q2 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
3.23K
New
$229K - $240K
3.23K $257K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
3.13K
+ 12.94%
$222K - $232K
27.3K $2.17M
Aug 02, 2023 Q2 2023
Jsf Financial, LLC

BUY
 -
3.13K
New
$222K - $232K
3.13K $249K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.06K
+ 10.43%
$217K - $227K
32.3K $2.57M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.97K
+ 25.31%
$210K - $220K
14.7K $1.17M
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
2.93K
+ 2.31%
$208K - $218K
130K $10.3M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.93K
New
$208K - $218K
2.93K $233K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.89K
New
$205K - $214K
2.89K $230K
Jul 19, 2023 Q2 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.86K
+ 12.58%
$203K - $212K
25.6K $2.04M
Jul 13, 2023 Q2 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
2.8K
+ 17.78%
$199K - $208K
18.5K $1.47M
Aug 07, 2023 Q2 2023
Metis Global Partners, LLC

BUY
 -
2.78K
New
$197K - $206K
2.78K $221K
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
2.69K
+ 13.69%
$191K - $199K
22.3K $1.77M
Aug 14, 2023 Q2 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
2.62K
+ 7.64%
$186K - $194K
36.9K $2.93M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
2.5K
+ 10.66%
$177K - $185K
25.9K $2.06M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
2.4K
+ 18.32%
$170K - $178K
15.5K $1.23M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
2.36K
+ 20.5%
$167K - $175K
13.8K $1.1M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
2.35K
+ 5.92%
$167K - $175K
42.1K $3.35M
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
2.33K
+ 1.56%
$166K - $173K
152K $12.1M
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
2.24K
+ 8.73%
$159K - $166K
28K $2.22M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
2.2K
+ 8.88%
$156K - $163K
27K $2.15M
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
2.05K
+ 2.66%
$145K - $152K
79.1K $6.29M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.99K
New
$141K - $148K
1.99K $158K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
1.89K
New
$134K - $140K
1.89K $151K
Jul 13, 2023 Q2 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
1.86K
+ 4.37%
$132K - $138K
44.3K $3.53M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.82K
+ 5.57%
$129K - $135K
34.4K $2.74M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.72K
+ 22.22%
$122K - $127K
9.43K $750K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.72K
+ 22.22%
$122K - $127K
9.43K $750K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
1.69K
+ 8.14%
$120K - $125K
22.4K $1.78M
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.61K
+ 35.92%
$114K - $120K
6.1K $485K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
1.61K
+ 7.04%
$114K - $119K
24.4K $1.94M
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
1.6K
+ 9.23%
$114K - $119K
19K $1.51M
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
1.5K
+ 12.74%
$106K - $111K
13.2K $1.05M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.44K
+ 37.08%
$102K - $107K
5.31K $422K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
1.43K
+ 0.86%
$102K - $106K
167K $13.3M
Jul 21, 2023 Q2 2023
Gen Trust, LLC

BUY
 -
1.36K
+ 7.49%
$96.3K - $101K
19.5K $1.55M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
1.35K
+ 19.41%
$96.1K - $100K
8.33K $662K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.34K
+ 13.14%
$95.3K - $99.6K
11.6K $919K
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
1.34K
+ 9.82%
$94.9K - $99.2K
14.9K $1.19M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.3K
+ 8.0%
$92K - $96.2K
17.5K $1.39M
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.27K
+ 12.47%
$90.3K - $94.4K
11.5K $913K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.24K
New
$88K - $92K
1.24K $98.6K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1.22K
New
$86.8K - $90.7K
1.22K $97.3K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.2K
+ 38.58%
$85K - $88.9K
4.3K $342K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.2K
+ 32.65%
$85K - $88.9K
4.87K $387K
Aug 04, 2023 Q2 2023
Redw Wealth LLC

BUY
 -
1.2K
+ 8.49%
$85K - $88.8K
15.3K $1.22M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
1.19K
+ 5.95%
$84.2K - $88.1K
21.2K $1.68M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
1.15K
+ 6.4%
$81.9K - $85.6K
19.2K $1.53M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.15K
+ 12.09%
$81.3K - $84.9K
10.6K $844K

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