Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
10.8K
+ 31.2%
$744K - $808K
45.4K $3.55M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.5K
+ 34.77%
$726K - $788K
40.8K $3.2M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
9.31K
+ 8.06%
$641K - $696K
125K $9.76M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
9.16K
+ 18.21%
$631K - $685K
59.5K $4.65M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.12K
+ 1.6%
$628K - $683K
578K $45.3M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
8.66K
+ 2.11%
$596K - $648K
420K $32.9M
Nov 14, 2023 Q3 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
8.44K
New
$581K - $632K
8.44K $661K
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
8.03K
+ 3.71%
$553K - $601K
224K $17.6M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
7.9K
+ 0.5%
$544K - $591K
1.6M $125M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
7.6K
+ 23.22%
$523K - $568K
40.3K $3.15M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
6.7K
+ 12.34%
$462K - $502K
61K $4.78M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
6.59K
+ 222.38%
$454K - $493K
9.55K $748K
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
6.43K
+ 8.39%
$443K - $481K
83K $6.49M
Oct 30, 2023 Q3 2023
Money Design Co.,Ltd.

BUY
 -
6.18K
+ 2.46%
$425K - $462K
258K $20.2M
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

BUY
 -
6.14K
+ 33.31%
$423K - $460K
24.6K $1.92M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
6.05K
+ 8.81%
$417K - $453K
74.8K $5.85M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
5.8K
+ 147.11%
$399K - $434K
9.74K $762K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
5.51K
+ 34.48%
$380K - $413K
21.5K $1.68M
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

BUY
 -
5.35K
New
$368K - $400K
5.35K $419K
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
5.32K
New
$366K - $398K
5.32K $416K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
5.3K
+ 14.98%
$365K - $397K
40.7K $3.19M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
5.3K
+ 14.98%
$365K - $397K
40.7K $3.19M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
5.3K
+ 1928.36%
$365K - $397K
5.58K $437K
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
5.28K
+ 137.69%
$364K - $395K
9.11K $713K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
5.21K
+ 4.77%
$359K - $390K
114K $8.95M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
5.15K
New
$355K - $385K
5.15K $403K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
5.07K
+ 31.42%
$349K - $380K
21.2K $1.66M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
4.68K
+ 69.49%
$323K - $350K
11.4K $894K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
4.62K
New
$318K - $346K
4.62K $362K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
4.57K
+ 3.55%
$315K - $342K
133K $10.4M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
4.21K
+ 18.51%
$290K - $315K
26.9K $2.11M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
4.18K
New
$288K - $312K
4.18K $327K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.11K
+ 20.21%
$283K - $308K
24.5K $1.91M
Oct 04, 2023 Q3 2023
Windsor Capital Management, LLC

BUY
 -
4.07K
+ 2.67%
$280K - $305K
156K $12.2M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
3.94K
New
$271K - $295K
3.94K $308K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
3.88K
+ 11.27%
$267K - $290K
38.3K $3M
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
3.86K
New
$266K - $289K
3.86K $302K
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
3.78K
+ 8.84%
$261K - $283K
46.6K $3.65M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.71K
New
$256K - $278K
3.71K $291K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.71K
+ 11.48%
$256K - $278K
36K $2.82M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
3.67K
+ 67.49%
$253K - $275K
9.12K $714K
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
3.64K
+ 1.54%
$251K - $273K
240K $18.8M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
3.6K
+ 17.16%
$248K - $269K
24.5K $1.92M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
3.56K
New
$245K - $267K
3.56K $279K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
3.54K
+ 31.81%
$244K - $265K
14.7K $1.15M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
3.4K
+ 0.71%
$234K - $255K
480K $37.5M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
3.38K
New
$232K - $253K
3.38K $264K
Nov 30, 2023 Q3 2023
Arq Wealth Advisors, LLC

BUY
 -
3.24K
New
$223K - $242K
3.24K $253K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.23K
+ 36.72%
$222K - $242K
12K $941K

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