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
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
109
+ 5.99%
$7.74K - $8.09K
1.93K $153K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
109
+ 5.99%
$7.74K - $8.09K
1.93K $153K
Aug 14, 2023 Q2 2023
Jordan Park Group LLC

BUY
 -
106
+ 1.0%
$7.52K - $7.86K
10.7K $851K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
99
+ 2.45%
$7.03K - $7.34K
4.15K $330K
Jul 19, 2023 Q2 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
97
+ 1.88%
$6.88K - $7.2K
5.27K $419K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
95
+ 1.78%
$6.74K - $7.05K
5.44K $433K
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
93
+ 0.35%
$6.6K - $6.9K
26.4K $2.1M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
92
+ 1.2%
$6.53K - $6.83K
7.76K $617K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
92
+ 1.86%
$6.53K - $6.83K
5.05K $401K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
91
+ 1.78%
$6.46K - $6.75K
5.21K $414K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
89
New
$6.32K - $6.6K
89 $7.08K
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
86
+ 2.05%
$6.1K - $6.38K
4.27K $340K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
82
+ 1.17%
$5.82K - $6.08K
7.09K $563K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
82
+ 10.55%
$5.82K - $6.08K
859 $68.3K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
81
+ 2.69%
$5.75K - $6.01K
3.09K $245K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
71
+ 1.39%
$5.04K - $5.27K
5.18K $412K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
65
+ 0.64%
$4.61K - $4.82K
10.2K $814K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
64
+ 1.44%
$4.54K - $4.75K
4.5K $358K
Jan 02, 2024 Q2 2023
Pecaut & Co.

BUY
 -
59
+ 2.29%
$4.19K - $4.38K
2.63K $209K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
58
New
$4.12K - $4.3K
58 $4.61K
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
54
+ 0.68%
$3.83K - $4.01K
7.94K $631K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
53
+ 0.23%
$3.76K - $3.93K
23.4K $1.86M
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
47
+ 1.23%
$3.34K - $3.49K
3.86K $307K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
45
New
$3.19K - $3.34K
45 $3.58K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
43
+ 3.84%
$3.05K - $3.19K
1.16K $92.6K
Jul 06, 2023 Q2 2023
Impac Tfolio, LLC

BUY
 -
42
+ 0.01%
$2.98K - $3.12K
348K $27.7M
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
39
+ 0.83%
$2.77K - $2.89K
4.76K $379K
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
38
+ 1.0%
$2.7K - $2.82K
3.83K $305K
Jul 18, 2023 Q2 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
36
+ 1.01%
$2.55K - $2.67K
3.59K $285K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
35
+ 1.29%
$2.48K - $2.6K
2.76K $219K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
34
+ 0.68%
$2.41K - $2.52K
5K $398K
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
27
+ 1.04%
$1.92K - $2K
2.63K $209K
Jul 26, 2023 Q2 2023
Plancorp, LLC

BUY
 -
27
+ 0.07%
$1.92K - $2K
38.3K $3.05M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
26
+ 0.38%
$1.85K - $1.93K
6.9K $548K
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
25
+ 0.76%
$1.77K - $1.85K
3.33K $265K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
22
New
$1.56K - $1.63K
22 $1.75K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
18
+ 0.21%
$1.28K - $1.34K
8.75K $696K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
15
+ 14.29%
$1.06K - $1.11K
120 $9.54K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
14
+ 2.04%
$994 - $1.04K
699 $55.6K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
14
+ 1.15%
$994 - $1.04K
1.23K $97.6K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
14
New
$994 - $1.04K
14 $1.11K
Aug 11, 2023 Q2 2023
Aufman Associates Inc

Sewickley, PA
BUY
 -
13
+ 0.19%
$923 - $964
6.86K $546K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
12
+ 0.26%
$852 - $890
4.63K $368K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
11
+ 6.75%
$781 - $816
174 $13.8K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
9
+ 0.22%
$639 - $668
4.01K $319K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
9
+ 1.94%
$639 - $668
474 $37.7K
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
9
+ 0.72%
$639 - $668
1.26K $100K
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
8
+ 0.18%
$568 - $594
4.37K $348K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
8
+ 1.95%
$568 - $594
419 $33.3K

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