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
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.14K
+ 2.93%
$81.1K - $84.8K
40.2K $3.2M
Aug 02, 2023 Q2 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.03K
+ 3.85%
$72.7K - $76K
27.7K $2.2M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.01K
+ 108.3%
$71.3K - $74.6K
1.93K $154K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
993
New
$70.5K - $73.7K
993 $79K
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
964
+ 1.14%
$68.4K - $71.5K
85.6K $6.81M
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
934
+ 9.49%
$66.3K - $69.3K
10.8K $857K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
926
New
$65.7K - $68.7K
926 $73.6K
Jul 27, 2023 Q2 2023
Verity Wealth Advisors

BUY
 -
902
+ 15.38%
$64K - $66.9K
6.77K $538K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
882
+ 9.97%
$62.6K - $65.4K
9.73K $773K
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
849
+ 0.37%
$60.3K - $63K
232K $18.4M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
818
+ 20.49%
$58.1K - $60.7K
4.81K $383K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
797
+ 13.05%
$56.6K - $59.1K
6.9K $549K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
749
+ 18.48%
$53.2K - $55.6K
4.8K $382K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
739
+ 8.2%
$52.4K - $54.8K
9.76K $776K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
739
+ 1.2%
$52.4K - $54.8K
62.5K $4.97M
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
717
+ 7.49%
$50.9K - $53.2K
10.3K $818K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
682
New
$48.4K - $50.6K
682 $54.2K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
675
+ 16.7%
$47.9K - $50.1K
4.72K $375K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
649
+ 6.99%
$46.1K - $48.1K
9.93K $790K
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
646
+ 2.8%
$45.8K - $47.9K
23.7K $1.89M
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
640
+ 5.27%
$45.4K - $47.5K
12.8K $1.02M
Aug 07, 2023 Q2 2023
White Lighthouse Investment Management Inc.

BUY
 -
640
+ 4.03%
$45.4K - $47.5K
16.5K $1.31M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
635
New
$45.1K - $47.1K
635 $50.5K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
613
+ 12.28%
$43.5K - $45.5K
5.61K $446K
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
607
+ 6.08%
$43.1K - $45K
10.6K $843K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
603
+ 7.58%
$42.8K - $44.7K
8.56K $680K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
600
New
$42.6K - $44.5K
600 $47.7K
Jul 28, 2023 Q2 2023
Morling Financial Advisors, LLC

BUY
 -
581
+ 19.87%
$41.2K - $43.1K
3.51K $279K
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
538
+ 13.09%
$38.2K - $39.9K
4.65K $370K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
518
+ 11.51%
$36.8K - $38.4K
5.02K $399K
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
516
+ 3.81%
$36.6K - $38.3K
14K $1.12M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
515
+ 1.79%
$36.5K - $38.2K
29.3K $2.33M
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
500
+ 2.21%
$35.5K - $37.1K
23.2K $1.84M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
474
+ 5.23%
$33.6K - $35.2K
9.54K $759K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
468
+ 13.64%
$33.2K - $34.7K
3.9K $310K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
468
+ 13.64%
$33.2K - $34.7K
3.9K $310K
Aug 02, 2023 Q2 2023
Windham Capital Management, LLC

BUY
 -
450
+ 2.84%
$31.9K - $33.4K
16.3K $1.3M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
434
New
$30.8K - $32.2K
434 $34.5K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
433
+ 4.84%
$30.7K - $32.1K
9.38K $746K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
429
+ 1.33%
$30.4K - $31.8K
32.7K $2.6M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
419
+ 8.09%
$29.7K - $31.1K
5.6K $445K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
415
+ 3.51%
$29.5K - $30.8K
12.2K $973K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
414
New
$29.4K - $30.7K
414 $32.9K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
406
+ 2.1%
$28.8K - $30.1K
19.8K $1.57M
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
398
+ 1.07%
$28.2K - $29.5K
37.7K $2.99M
Aug 07, 2023 Q2 2023
Rede Wealth, LLC

BUY
 -
396
+ 9.57%
$28.1K - $29.4K
4.53K $361K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
382
+ 7.85%
$27.1K - $28.3K
5.25K $417K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
364
+ 1.22%
$25.8K - $27K
30.3K $2.41M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
361
+ 43.18%
$25.6K - $26.8K
1.2K $95.2K

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