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 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
10
+ 5.75%
$689 - $748
184 $14.4K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
9
+ 0.31%
$620 - $673
2.9K $227K
Nov 09, 2023 Q3 2023
1 St Source Bank

BUY
 -
9
+ 0.09%
$620 - $673
9.55K $747K
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
7
+ 0.19%
$482 - $524
3.62K $283K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
4
+ 0.33%
$275 - $299
1.23K $96.2K
Nov 09, 2023 Q3 2023
Jordan Park Group LLC

BUY
 -
3
+ 0.03%
$207 - $224
10.7K $837K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

BUY
 -
3
+ 25.0%
$207 - $224
15 $1.17K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2
New
$138 - $150
2 $157
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
1
+ 0.29%
$68.9 - $74.8
345 $27K
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-1
- 0.91%
$68.9 - $74.8
109 $8.53K
Oct 12, 2023 Q3 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-5
- 0.15%
$344 - $374
3.24K $253K
Oct 18, 2023 Q3 2023
Leverty Financial Group, LLC

SELL
 -
-7
- 0.13%
$482 - $524
5.47K $428K
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-13
- 0.31%
$895 - $973
4.13K $323K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-15
- 0.7%
$1.03K - $1.12K
2.12K $166K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-15
- 0.53%
$1.03K - $1.12K
2.83K $222K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

SELL
 -
-17
- 0.06%
$1.17K - $1.27K
29.3K $2.29M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

SELL
 -
-20
- 90.91%
$1.38K - $1.5K
2 $157
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

SELL
 -
-23
- 0.38%
$1.58K - $1.72K
6.11K $478K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-28
- 1.45%
$1.93K - $2.09K
1.91K $149K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-30
- 1.0%
$2.07K - $2.24K
2.99K $234K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-40
- 32.52%
$2.75K - $2.99K
83 $6.5K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-42
- 0.26%
$2.89K - $3.14K
16.2K $1.27M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-49
- 4.21%
$3.37K - $3.67K
1.12K $87.3K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-50
- 39.37%
$3.44K - $3.74K
77 $6.03K
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

SELL
 -
-55
- 0.35%
$3.79K - $4.12K
15.5K $1.21M
Nov 13, 2023 Q3 2023
Pecaut & Co.

SELL
 -
-59
- 2.24%
$4.06K - $4.41K
2.57K $201K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-69
- 6.95%
$4.75K - $5.16K
924 $72.3K
Oct 17, 2023 Q3 2023
Brewster Financial Planning LLC

SELL
 -
-72
- 1.05%
$4.96K - $5.39K
6.76K $529K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-74
- 0.76%
$5.1K - $5.54K
9.65K $755K
Nov 14, 2023 Q3 2023
Richard Bernstein Advisors LLC

SELL
 -
-78
- 0.75%
$5.37K - $5.84K
10.3K $805K
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

SELL
 -
-81
- 0.32%
$5.58K - $6.06K
25.6K $2M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

SELL
 -
-90
- 2.11%
$6.2K - $6.73K
4.18K $327K
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-92
- 0.83%
$6.34K - $6.88K
11K $859K
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
SELL
 -
-96
- 2.07%
$6.61K - $7.18K
4.55K $356K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

SELL
 -
-109
- 2.63%
$7.51K - $8.16K
4.04K $316K
Nov 17, 2023 Q3 2023
Diversified Trust CO

SELL
 -
-115
- 0.48%
$7.92K - $8.6K
24K $1.88M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-125
- 3.7%
$8.61K - $9.35K
3.25K $254K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-129
- 14.43%
$8.88K - $9.65K
765 $59.9K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

SELL
 -
-129
- 1.87%
$8.88K - $9.65K
6.77K $530K
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-131
- 0.98%
$9.02K - $9.8K
13.2K $1.03M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

SELL
 -
-143
- 2.96%
$9.85K - $10.7K
4.7K $368K
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
SELL
 -
-148
- 2.84%
$10.2K - $11.1K
5.07K $397K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-157
- 3.14%
$10.8K - $11.7K
4.85K $379K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-162
- 0.64%
$11.2K - $12.1K
25.3K $1.98M
Oct 31, 2023 Q3 2023
Hf Advisory Group, LLC

Annapolis, MD
SELL
 -
-173
- 2.53%
$11.9K - $12.9K
6.67K $522K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-174
- 48.47%
$12K - $13K
185 $14.5K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

SELL
 -
-176
- 3.7%
$12.1K - $13.2K
4.59K $359K
Oct 16, 2023 Q3 2023
Moller Financial Services

SELL
 -
-179
- 5.21%
$12.3K - $13.4K
3.26K $255K
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
SELL
 -
-179
- 4.64%
$12.3K - $13.4K
3.68K $288K

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