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
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
3.17K
+ 3.31%
$218K - $237K
98.8K $7.73M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
3.15K
+ 33.39%
$217K - $236K
12.6K $985K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
3.15K
+ 33.39%
$217K - $236K
12.6K $985K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.11K
+ 12.5%
$214K - $233K
28K $2.19M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.07K
+ 3.11%
$211K - $230K
102K $7.96M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
3.05K
+ 58.05%
$210K - $228K
8.3K $649K
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.04K
+ 7.94%
$210K - $228K
41.4K $3.24M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
3.01K
New
$208K - $225K
3.01K $236K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.91K
+ 2.59%
$200K - $218K
115K $9.04M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
2.61K
+ 2.8%
$180K - $195K
95.8K $7.5M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
2.47K
+ 179.91%
$170K - $185K
3.85K $301K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
2.44K
+ 72.59%
$168K - $182K
5.79K $453K
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.37K
+ 9.26%
$163K - $177K
28K $2.19M
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
2.33K
+ 3.33%
$161K - $175K
72.5K $5.67M
Nov 13, 2023 Q3 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
2.05K
+ 1.9%
$141K - $154K
110K $8.63M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.02K
+ 14.65%
$139K - $151K
15.8K $1.24M
Oct 27, 2023 Q3 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.96K
+ 1.62%
$135K - $147K
123K $9.64M
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
1.8K
+ 44.18%
$124K - $134K
5.86K $458K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.7K
+ 4.71%
$117K - $127K
37.8K $2.96M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.63K
+ 375.58%
$112K - $122K
2.06K $162K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
1.6K
+ 3.41%
$110K - $120K
48.5K $3.8M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.57K
+ 11.8%
$108K - $117K
14.9K $1.16M
Oct 10, 2023 Q3 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
1.56K
+ 1.58%
$108K - $117K
100K $7.86M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1.52K
+ 2.21%
$105K - $114K
70.5K $5.51M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
1.52K
+ 0.13%
$104K - $113K
1.17M $91.3M
Nov 08, 2023 Q3 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
1.41K
+ 21.58%
$97K - $105K
7.93K $621K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.35K
+ 4.26%
$92.6K - $101K
32.9K $2.58M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
1.34K
+ 3.19%
$92.4K - $100K
43.4K $3.4M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.24K
+ 4.77%
$85.4K - $92.8K
27.2K $2.13M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
1.2K
+ 38.32%
$82.6K - $89.7K
4.33K $339K
Nov 08, 2023 Q3 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
1.14K
+ 2.57%
$78.4K - $85.1K
45.5K $3.56M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
1.13K
+ 4.62%
$77.7K - $84.4K
25.6K $2M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.11K
+ 3.97%
$76.4K - $83.1K
29.1K $2.27M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
1.09K
+ 18.1%
$75K - $81.5K
7.1K $556K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
1.08K
+ 13.83%
$74.3K - $80.7K
8.88K $695K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
1.07K
+ 3.88%
$73.7K - $80.1K
28.7K $2.24M
Nov 02, 2023 Q3 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.04K
+ 32.31%
$71.5K - $77.7K
4.25K $333K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
1.04K
+ 1.44%
$71.3K - $77.5K
72.9K $5.7M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
966
+ 1.23%
$66.5K - $72.3K
79.8K $6.24M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
935
+ 3.23%
$64.4K - $70K
29.9K $2.34M
Nov 03, 2023 Q3 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
915
+ 3.31%
$63K - $68.5K
28.6K $2.24M
Nov 06, 2023 Q3 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
897
+ 6.0%
$61.8K - $67.1K
15.8K $1.24M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
828
+ 28.67%
$57K - $62K
3.72K $291K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
811
+ 4.63%
$55.9K - $60.7K
18.3K $1.43M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
800
+ 5.16%
$55.1K - $59.9K
16.3K $1.28M
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
776
+ 13.63%
$53.4K - $58.1K
6.47K $506K
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
760
+ 2.93%
$52.3K - $56.9K
26.7K $2.09M
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
757
+ 0.75%
$52.1K - $56.6K
101K $7.91M
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
749
+ 16.02%
$51.6K - $56K
5.43K $425K

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