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 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-886- 14.25% |
$62.9K - $65.7K
|
5.33K
$424K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-926- 20.41% |
$65.7K - $68.7K
|
3.61K
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-982- 4.14% |
$69.7K - $72.9K
|
22.7K
$1.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-984- 20.96% |
$69.8K - $73K
|
3.71K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.04K- 13.15% |
$73.9K - $77.2K
|
6.88K
$547K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.07K- 1.01% |
$76.1K - $79.5K
|
106K
$8.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 12.18% |
$81.3K - $85K
|
8.26K
$657K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.25K- 25.61% |
$88.7K - $92.7K
|
3.63K
$289K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 31.41% |
$98K - $102K
|
3.02K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.46K- 1.34% |
$104K - $109K
|
108K
$8.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.51K- 1.56% |
$107K - $112K
|
95.6K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.51K- 6.12% |
$107K - $112K
|
23.2K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 9.4% |
$114K - $120K
|
15.5K
$1.23M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.68K- 3.17% |
$119K - $125K
|
51.3K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.73K- 5.61% |
$123K - $128K
|
29K
$2.31M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.8K- 37.53% |
$128K - $134K
|
3K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.96K- 3.84% |
$139K - $145K
|
49K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-2.09K- 17.99% |
$148K - $155K
|
9.51K
$756K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.19K- 5.81% |
$155K - $162K
|
35.4K
$2.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.32K- 12.91% |
$165K - $172K
|
15.7K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.37K- 27.97% |
$168K - $176K
|
6.1K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.38K- 2.92% |
$169K - $177K
|
79.1K
$6.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.45K- 28.76% |
$174K - $182K
|
6.07K
$482K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-2.45K- 39.09% |
$174K - $182K
|
3.82K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.64K- 3.74% |
$187K - $196K
|
67.9K
$5.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.8K- 2.87% |
$199K - $208K
|
94.6K
$7.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.82K- 10.88% |
$200K - $209K
|
23.1K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.91K- 22.37% |
$206K - $216K
|
10.1K
$802K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.94K- 10.29% |
$209K - $218K
|
25.7K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.99K- 2.47% |
$212K - $221K
|
118K
$9.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.01K- 92.94% |
$214K - $224K
|
229
$18.2K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.07K- 0.74% |
$218K - $228K
|
413K
$32.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.17K- 3.31% |
$225K - $235K
|
92.5K
$7.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.31K- 9.36% |
$235K - $246K
|
32K
$2.55M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.35K- 31.58% |
$238K - $249K
|
7.27K
$578K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.71K- 10.3% |
$263K - $275K
|
32.3K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.98K- 57.81% |
$283K - $295K
|
2.91K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.36K- 4.35% |
$309K - $323K
|
95.9K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 0.77% |
$313K - $327K
|
569K
$45.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-4.64K- 6.06% |
$329K - $344K
|
71.8K
$5.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-5.1K- 36.92% |
$362K - $378K
|
8.71K
$692K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.28K- 4.48% |
$375K - $392K
|
113K
$8.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.3K- 1.29% |
$376K - $394K
|
406K
$32.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.8K- 59.53% |
$412K - $430K
|
3.94K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-5.96K- 0.51% |
$423K - $442K
|
1.16M
$92.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6.16K- 69.77% |
$437K - $457K
|
2.67K
$212K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.59K- 66.26% |
$468K - $489K
|
3.36K
$267K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.59K- 29.16% |
$539K - $563K
|
18.4K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.73K- 2.1% |
$549K - $573K
|
360K
$28.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.75K- 5.47% |
$550K - $575K
|
134K
$10.7M
|