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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-370- 2.15% |
$28.2K - $30.5K
|
16.9K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-370- 5.76% |
$28.2K - $30.5K
|
6.05K
$462K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-391- 29.01% |
$29.8K - $32.2K
|
957
$73K
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-404- 5.77% |
$30.8K - $33.3K
|
6.6K
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-416- 7.05% |
$31.7K - $34.3K
|
5.48K
$418K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-416- 9.64% |
$31.7K - $34.3K
|
3.9K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-461- 11.78% |
$35.1K - $38K
|
3.45K
$263K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-465- 3.48% |
$35.4K - $38.3K
|
12.9K
$984K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-468- 2.88% |
$35.7K - $38.5K
|
15.8K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-509- 5.89% |
$38.8K - $41.9K
|
8.14K
$621K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-527- 2.26% |
$40.2K - $43.4K
|
22.8K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-542- 12.87% |
$41.3K - $44.6K
|
3.67K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-568- 20.17% |
$43.3K - $46.8K
|
2.25K
$172K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-568- 1.45% |
$43.3K - $46.8K
|
38.6K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-571- 3.26% |
$43.5K - $47K
|
16.9K
$1.29M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-572- 1.93% |
$43.6K - $47.1K
|
29.1K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-589- 28.76% |
$44.9K - $48.5K
|
1.46K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-611- 1.3% |
$46.6K - $50.3K
|
46.3K
$3.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-632- 7.04% |
$48.2K - $52.1K
|
8.34K
$636K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-649- 1.11% |
$49.5K - $53.5K
|
57.6K
$4.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 6.08% |
$49.5K - $53.5K
|
10K
$767K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-698- 4.57% |
$53.2K - $57.5K
|
14.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-725- 0.66% |
$55.3K - $59.7K
|
109K
$8.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-725- 4.3% |
$55.3K - $59.7K
|
16.1K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-739- 6.84% |
$56.3K - $60.9K
|
10.1K
$768K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-745- 3.64% |
$56.8K - $61.4K
|
19.7K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-806- 21.58% |
$61.4K - $66.4K
|
2.93K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-830- 5.19% |
$63.3K - $68.4K
|
15.2K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-835- 3.35% |
$63.6K - $68.8K
|
24.1K
$1.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-837- 2.81% |
$63.8K - $68.9K
|
29K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-865- 9.67% |
$65.9K - $71.2K
|
8.08K
$616K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-873- 21.79% |
$66.5K - $71.9K
|
3.13K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-909- 24.97% |
$69.3K - $74.9K
|
2.73K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-944- 15.59% |
$72K - $77.7K
|
5.11K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-970- 18.83% |
$73.9K - $79.9K
|
4.18K
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-975- 15.97% |
$74.3K - $80.3K
|
5.13K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-988- 7.23% |
$75.3K - $81.4K
|
12.7K
$968K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 21.0% |
$78.9K - $85.2K
|
3.89K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.2K- 17.53% |
$91.4K - $98.7K
|
5.64K
$431K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.2K- 2.73% |
$91.5K - $98.8K
|
42.8K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.27K- 16.34% |
$96.8K - $105K
|
6.5K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.32K- 1.17% |
$101K - $109K
|
112K
$8.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.32K- 4.33% |
$101K - $109K
|
29.2K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.34K- 84.98% |
$102K - $110K
|
236
$18K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.35K- 41.8% |
$103K - $111K
|
1.87K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 27.28% |
$104K - $113K
|
3.65K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.39K- 8.99% |
$106K - $115K
|
14.1K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.49K- 4.55% |
$113K - $122K
|
31.2K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.56K- 3.73% |
$119K - $128K
|
40.2K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.57K- 13.4% |
$119K - $129K
|
10.1K
$772K
|