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 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-48- 0.49% |
$3.66K - $3.95K
|
9.74K
$743K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 0.64% |
$3.81K - $4.12K
|
7.75K
$591K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-52- 1.17% |
$3.96K - $4.28K
|
4.39K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 1.23% |
$4.04K - $4.37K
|
4.27K
$326K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-63- 0.88% |
$4.8K - $5.19K
|
7.06K
$539K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-63- 0.72% |
$4.8K - $5.19K
|
8.65K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-65- 0.31% |
$4.95K - $5.35K
|
21K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-79- 2.53% |
$6.02K - $6.51K
|
3.04K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.7% |
$6.1K - $6.59K
|
11.4K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93- 0.94% |
$7.09K - $7.66K
|
9.85K
$752K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 49.49% |
$7.39K - $7.99K
|
99
$7.56K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-103- 2.86% |
$7.85K - $8.48K
|
3.5K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-104- 2.55% |
$7.93K - $8.57K
|
3.97K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-105- 1.26% |
$8K - $8.65K
|
8.26K
$630K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-112- 2.86% |
$8.54K - $9.22K
|
3.81K
$291K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-115- 0.5% |
$8.77K - $9.47K
|
23K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-119- 1.64% |
$9.07K - $9.8K
|
7.15K
$545K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 0.33% |
$9.53K - $10.3K
|
38.3K
$2.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-126- 2.87% |
$9.6K - $10.4K
|
4.26K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 20.89% |
$9.68K - $10.5K
|
481
$36.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-128- 1.41% |
$9.76K - $10.5K
|
8.98K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-129- 1.67% |
$9.83K - $10.6K
|
7.6K
$580K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-132- 0.51% |
$10.1K - $10.9K
|
25.8K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-134- 18.01% |
$10.2K - $11K
|
610
$46.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-149- 3.82% |
$11.4K - $12.3K
|
3.75K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-153- 2.37% |
$11.7K - $12.6K
|
6.31K
$482K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-155- 3.96% |
$11.8K - $12.8K
|
3.76K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-173- 8.96% |
$13.2K - $14.2K
|
1.76K
$134K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-184- 2.38% |
$14K - $15.2K
|
7.53K
$575K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-190- 0.84% |
$14.5K - $15.6K
|
22.4K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-190- 6.86% |
$14.5K - $15.6K
|
2.58K
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-195- 0.82% |
$14.9K - $16.1K
|
23.6K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-203- 1.86% |
$15.5K - $16.7K
|
10.7K
$818K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-204- 3.16% |
$15.5K - $16.8K
|
6.25K
$477K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-220- 0.52% |
$16.8K - $18.1K
|
42.4K
$3.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-235- 4.3% |
$17.9K - $19.4K
|
5.23K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-244- 2.94% |
$18.6K - $20.1K
|
8.07K
$616K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-249- 1.06% |
$19K - $20.5K
|
23.2K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-261- 1.4% |
$19.9K - $21.5K
|
18.4K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-265- 7.7% |
$20.2K - $21.8K
|
3.18K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-270- 1.05% |
$20.6K - $22.2K
|
25.5K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-274- 6.86% |
$20.9K - $22.6K
|
3.72K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-316- 4.04% |
$24.1K - $26K
|
7.5K
$572K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-317- 4.94% |
$24.2K - $26.1K
|
6.11K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-337- 15.2% |
$25.7K - $27.8K
|
1.88K
$143K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-340- 0.4% |
$25.9K - $28K
|
85K
$6.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-349- 2.57% |
$26.6K - $28.7K
|
13.2K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-352- 6.5% |
$26.8K - $29K
|
5.07K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 20.33% |
$27.4K - $29.6K
|
1.41K
$108K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-369- 0.78% |
$28.1K - $30.4K
|
46.7K
$3.57M
|