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 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 140.0% |
$497 - $519
|
12
$954
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.08% |
$426 - $445
|
7.18K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.21% |
$426 - $445
|
2.83K
$225K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.19% |
$426 - $445
|
3.1K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.16% |
$355 - $371
|
3.21K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.86% |
$355 - $371
|
274
$21.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 1.91% |
$284 - $297
|
213
$16.9K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.65% |
$142 - $148
|
123
$9.78K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$71 - $74.2
|
1
$79.5
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$71 - $74.2
|
361
$28.7K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1- 0.03% |
$71 - $74.2
|
3.6K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-3- 0.07% |
$213 - $223
|
4.33K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-3- 2.08% |
$213 - $223
|
141
$11.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4- 0.82% |
$284 - $297
|
484
$38.5K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6- 1.71% |
$426 - $445
|
344
$27.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 1.66% |
$639 - $668
|
532
$42.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.23% |
$1.06K - $1.11K
|
6.55K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 2.21% |
$1.14K - $1.19K
|
707
$56.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-16- 0.02% |
$1.14K - $1.19K
|
71.8K
$5.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20- 0.26% |
$1.42K - $1.48K
|
7.8K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-21- 0.5% |
$1.49K - $1.56K
|
4.14K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-37- 0.98% |
$2.63K - $2.75K
|
3.73K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.53% |
$2.77K - $2.89K
|
7.26K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-41- 0.08% |
$2.91K - $3.04K
|
53.9K
$4.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-41- 1.3% |
$2.91K - $3.04K
|
3.12K
$248K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-48- 0.29% |
$3.41K - $3.56K
|
16.2K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-64- 1.55% |
$4.54K - $4.75K
|
4.06K
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-66- 0.56% |
$4.68K - $4.9K
|
11.7K
$933K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-79- 1.93% |
$5.61K - $5.86K
|
4.01K
$319K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 1.71% |
$6.1K - $6.38K
|
4.94K
$393K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-87- 2.61% |
$6.17K - $6.45K
|
3.24K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 1.23% |
$7.45K - $7.79K
|
8.43K
$671K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-107- 74.83% |
$7.59K - $7.94K
|
36
$2.86K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-108- 10.79% |
$7.66K - $8.01K
|
893
$71K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-113- 6.33% |
$8.02K - $8.38K
|
1.67K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-118- 5.34% |
$8.37K - $8.75K
|
2.09K
$166K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-122- 0.15% |
$8.66K - $9.05K
|
78.8K
$6.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-123- 14.95% |
$8.73K - $9.13K
|
700
$55.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-125- 0.52% |
$8.87K - $9.27K
|
24.1K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 8.46% |
$9.01K - $9.42K
|
1.37K
$109K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-136- 1.71% |
$9.65K - $10.1K
|
7.81K
$621K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-138- 0.24% |
$9.79K - $10.2K
|
58.1K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-141- 4.16% |
$10K - $10.5K
|
3.25K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-142- 3.39% |
$10.1K - $10.5K
|
4.04K
$322K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-145- 3.94% |
$10.3K - $10.8K
|
3.53K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-148- 68.84% |
$10.5K - $11K
|
67
$5.33K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151- 2.28% |
$10.7K - $11.2K
|
6.47K
$514K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-159- 0.59% |
$11.3K - $11.8K
|
26.8K
$2.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-163- 4.55% |
$11.6K - $12.1K
|
3.42K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-180- 3.59% |
$12.8K - $13.4K
|
4.84K
$385K
|