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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-184- 3.39% |
$13.1K - $13.7K
|
5.25K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-190- 2.71% |
$13.5K - $14.1K
|
6.81K
$542K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-215- 14.93% |
$15.3K - $16K
|
1.23K
$97.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-218- 1.4% |
$15.5K - $16.2K
|
15.4K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-242- 2.46% |
$17.2K - $18K
|
9.58K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-247- 3.87% |
$17.5K - $18.3K
|
6.13K
$488K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-249- 2.37% |
$17.7K - $18.5K
|
10.3K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 57.47% |
$17.7K - $18.5K
|
185
$14.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-255- 0.57% |
$18.1K - $18.9K
|
44.1K
$3.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-279- 7.13% |
$19.8K - $20.7K
|
3.64K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-284- 2.67% |
$20.2K - $21.1K
|
10.4K
$824K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-288- 4.1% |
$20.4K - $21.4K
|
6.74K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-302- 6.23% |
$21.4K - $22.4K
|
4.54K
$361K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 2.71% |
$22.1K - $23.1K
|
11.2K
$890K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-326- 7.22% |
$23.1K - $24.2K
|
4.19K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-349- 1.25% |
$24.8K - $25.9K
|
27.6K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-350- 2.55% |
$24.8K - $26K
|
13.4K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 6.72% |
$25.7K - $26.9K
|
5.03K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-365- 2.98% |
$25.9K - $27.1K
|
11.9K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-366- 9.47% |
$26K - $27.2K
|
3.5K
$278K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-386- 18.76% |
$27.4K - $28.6K
|
1.67K
$133K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-395- 4.61% |
$28K - $29.3K
|
8.17K
$650K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-404- 30.68% |
$28.7K - $30K
|
913
$72.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-467- 3.54% |
$33.1K - $34.6K
|
12.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-475- 2.33% |
$33.7K - $35.2K
|
19.9K
$1.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-477- 12.44% |
$33.9K - $35.4K
|
3.36K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-478- 10.02% |
$33.9K - $35.5K
|
4.29K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-525- 1.77% |
$37.3K - $38.9K
|
29.1K
$2.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-527- 2.03% |
$37.4K - $39.1K
|
25.5K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-528- 0.52% |
$37.5K - $39.2K
|
100K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-543- 4.78% |
$38.5K - $40.3K
|
10.8K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-571- 9.0% |
$40.5K - $42.4K
|
5.78K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-596- 10.99% |
$42.3K - $44.2K
|
4.83K
$384K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-611- 12.04% |
$43.4K - $45.3K
|
4.46K
$355K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-644- 17.85% |
$45.7K - $47.8K
|
2.96K
$236K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-645- 16.3% |
$45.8K - $47.9K
|
3.31K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-647- 17.63% |
$45.9K - $48K
|
3.02K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-651- 10.26% |
$46.2K - $48.3K
|
5.7K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-704- 15.44% |
$50K - $52.2K
|
3.86K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-728- 3.35% |
$51.7K - $54K
|
21K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-744- 9.58% |
$52.8K - $55.2K
|
7.02K
$558K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-780- 2.46% |
$55.4K - $57.9K
|
30.9K
$2.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-786- 17.88% |
$55.8K - $58.3K
|
3.61K
$287K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-809- 13.71% |
$57.4K - $60K
|
5.09K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-821- 8.54% |
$58.3K - $60.9K
|
8.8K
$699K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-831- 9.66% |
$59K - $61.7K
|
7.77K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-834- 2.53% |
$59.2K - $61.9K
|
32.1K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-835- 4.62% |
$59.3K - $61.9K
|
17.3K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-868- 10.41% |
$61.6K - $64.4K
|
7.47K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-877- 4.11% |
$62.2K - $65.1K
|
20.5K
$1.63M
|