Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 2024. 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 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12.8K- 4.04% |
$978K - $1.06M
|
305K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.8K- 1.02% |
$1.05M - $1.14M
|
1.34M
$102M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.1K- 4.34% |
$1.23M - $1.32M
|
354K
$27M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.6K- 11.51% |
$1.26M - $1.37M
|
127K
$9.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-16.8K- 49.85% |
$1.28M - $1.39M
|
16.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-18.7K- 6.88% |
$1.43M - $1.54M
|
253K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 6.58% |
$1.96M - $2.12M
|
365K
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.2K- 3.12% |
$2.6M - $2.81M
|
1.06M
$81M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-34.9K- 4.28% |
$2.66M - $2.88M
|
781K
$59.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.3K- 2.08% |
$3.3M - $3.57M
|
2.04M
$155M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-46.9K- 3.1% |
$3.57M - $3.86M
|
1.46M
$112M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-58K- 43.79% |
$4.42M - $4.78M
|
74.5K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-68.2K- 14.21% |
$5.2M - $5.62M
|
412K
$31.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.6K- 43.65% |
$5.38M - $5.81M
|
91.1K
$6.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-78K- 25.45% |
$5.95M - $6.43M
|
229K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-97.1K- 4.98% |
$7.4M - $7.99M
|
1.85M
$141M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-97.8K- 1.68% |
$7.46M - $8.06M
|
5.71M
$436M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-120K- 7.5% |
$9.13M - $9.86M
|
1.48M
$113M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 2.71% |
$10.6M - $11.4M
|
4.99M
$381M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 2.71% |
$10.6M - $11.4M
|
4.99M
$381M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-173K- 2.86% |
$13.2M - $14.3M
|
5.88M
$449M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-424K- 8.46% |
$32.3M - $34.9M
|
4.58M
$350M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-657K- 16.37% |
$50.1M - $54.1M
|
3.36M
$256M
|