Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Esg Awar (ESGD)
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 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
361+ 12.06% |
$25.6K - $26.8K
|
3.35K
$267K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
359New |
$25.5K - $26.6K
|
359
$28.5K
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
349+ 9.04% |
$24.8K - $25.9K
|
4.21K
$335K
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
341+ 2.11% |
$24.2K - $25.3K
|
16.5K
$1.31M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
330+ 6.45% |
$23.4K - $24.5K
|
5.44K
$433K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
324+ 0.6% |
$23K - $24K
|
54.3K
$4.32M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
316New |
$22.4K - $23.4K
|
316
$25.1K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
315+ 31.66% |
$22.4K - $23.4K
|
1.31K
$104K
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
300+ 0.98% |
$21.3K - $22.3K
|
30.8K
$2.45M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
279+ 9.01% |
$19.8K - $20.7K
|
3.38K
$268K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
275New |
$19.5K - $20.4K
|
275
$21.9K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 7.03% |
$19.4K - $20.3K
|
4.17K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Mercer Investments LLC
|
BUY
|
- |
269+ 1.86% |
$19.1K - $20K
|
14.7K
$1.17M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
266+ 1.15% |
$18.9K - $19.7K
|
23.5K
$1.87M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
261+ 5.8% |
$18.5K - $19.4K
|
4.76K
$379K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
258+ 0.61% |
$18.3K - $19.1K
|
42.2K
$3.36M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
257+ 6.87% |
$18.2K - $19.1K
|
4K
$318K
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
252+ 0.26% |
$17.9K - $18.7K
|
98.9K
$7.86M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
231+ 0.52% |
$16.4K - $17.1K
|
44.6K
$3.55M
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
230+ 1.31% |
$16.3K - $17.1K
|
17.7K
$1.41M
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
228+ 1.64% |
$16.2K - $16.9K
|
14.1K
$1.12M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 94.56% |
$16K - $16.8K
|
465
$37K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
221+ 14.78% |
$15.7K - $16.4K
|
1.72K
$136K
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
220+ 0.58% |
$15.6K - $16.3K
|
38.3K
$3.04M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
212+ 3.87% |
$15K - $15.7K
|
5.69K
$453K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
206+ 396.15% |
$14.6K - $15.3K
|
258
$20.5K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
205+ 4.09% |
$14.5K - $15.2K
|
5.22K
$415K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
203+ 4.08% |
$14.4K - $15.1K
|
5.18K
$412K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
196+ 1.66% |
$13.9K - $14.5K
|
12K
$954K
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
195+ 1.67% |
$13.8K - $14.5K
|
11.9K
$946K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
191+ 3.1% |
$13.6K - $14.2K
|
6.34K
$504K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
189+ 7.11% |
$13.4K - $14K
|
2.85K
$226K
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
175+ 3.58% |
$12.4K - $13K
|
5.06K
$402K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
172+ 0.67% |
$12.2K - $12.8K
|
26K
$2.07M
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
168+ 4.31% |
$11.9K - $12.5K
|
4.06K
$323K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
168+ 1.28% |
$11.9K - $12.5K
|
13.3K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
163+ 1.85% |
$11.6K - $12.1K
|
8.97K
$713K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
160+ 3.3% |
$11.4K - $11.9K
|
5.01K
$399K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 2.48% |
$10.9K - $11.4K
|
6.31K
$502K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
149+ 2.47% |
$10.6K - $11.1K
|
6.18K
$491K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
142+ 0.4% |
$10.1K - $10.5K
|
35.4K
$2.82M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
142+ 0.4% |
$10.1K - $10.5K
|
35.4K
$2.82M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
140+ 2.09% |
$9.94K - $10.4K
|
6.84K
$544K
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
136+ 2.2% |
$9.65K - $10.1K
|
6.32K
$502K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
135+ 1.66% |
$9.58K - $10K
|
8.29K
$659K
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
133+ 0.81% |
$9.44K - $9.87K
|
16.6K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
127+ 1.9% |
$9.01K - $9.42K
|
6.81K
$542K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
126New |
$8.94K - $9.35K
|
126
$10K
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
122+ 0.62% |
$8.66K - $9.05K
|
19.8K
$1.58M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
119+ 0.82% |
$8.45K - $8.83K
|
14.6K
$1.16M
|