Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGD)
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 09, 2023
Q3 2023
|
Mercer Investments LLC
|
SELL
|
- |
-186- 1.26% |
$12.8K - $13.9K
|
14.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-189- 3.65% |
$13K - $14.1K
|
4.99K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-191- 35.9% |
$13.2K - $14.3K
|
341
$26.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-191- 2.95% |
$13.2K - $14.3K
|
6.28K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-201- 3.31% |
$13.8K - $15K
|
5.87K
$459K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-210- 1.43% |
$14.5K - $15.7K
|
14.5K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-211- 1.19% |
$14.5K - $15.8K
|
17.5K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-211- 0.27% |
$14.5K - $15.8K
|
78.7K
$6.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-227- 1.39% |
$15.6K - $17K
|
16.1K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-228- 0.86% |
$15.7K - $17.1K
|
26.1K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-239- 2.46% |
$16.5K - $17.9K
|
9.49K
$742K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-253- 2.59% |
$17.4K - $18.9K
|
9.5K
$744K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-257- 3.05% |
$17.7K - $19.2K
|
8.18K
$640K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-267- 4.57% |
$18.4K - $20K
|
5.58K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-270- 8.36% |
$18.6K - $20.2K
|
2.96K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-273- 8.14% |
$18.8K - $20.4K
|
3.08K
$241K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-288- 43.64% |
$19.8K - $21.5K
|
372
$29.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300- 42.86% |
$20.7K - $22.4K
|
400
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-307- 18.36% |
$21.1K - $23K
|
1.37K
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-319- 4.39% |
$22K - $23.9K
|
6.95K
$544K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-332- 7.96% |
$22.9K - $24.8K
|
3.84K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-361- 1.34% |
$24.9K - $27K
|
26.6K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-365- 0.39% |
$25.1K - $27.3K
|
94.3K
$7.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-391- 1.86% |
$26.9K - $29.3K
|
20.6K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-403- 4.71% |
$27.8K - $30.2K
|
8.15K
$638K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-407- 5.6% |
$28K - $30.5K
|
6.86K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-447- 11.0% |
$30.8K - $33.4K
|
3.62K
$283K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-460- 0.58% |
$31.7K - $34.4K
|
78.6K
$6.15M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-462- 11.98% |
$31.8K - $34.6K
|
3.39K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-466- 9.69% |
$32.1K - $34.9K
|
4.35K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-475- 11.07% |
$32.7K - $35.5K
|
3.82K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-517- 5.4% |
$35.6K - $38.7K
|
9.06K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 39.16% |
$36.4K - $39.6K
|
822
$64.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-556- 2.4% |
$38.3K - $41.6K
|
22.7K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-584- 5.22% |
$40.2K - $43.7K
|
10.6K
$830K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-587- 15.82% |
$40.4K - $43.9K
|
3.12K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-603- 1.7% |
$41.5K - $45.1K
|
34.8K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-611- 1.38% |
$42.1K - $45.7K
|
43.5K
$3.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-612- 5.95% |
$42.1K - $45.8K
|
9.67K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-647- 2.73% |
$44.6K - $48.4K
|
23.1K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-692- 8.92% |
$47.7K - $51.8K
|
7.07K
$553K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-714- 5.14% |
$49.2K - $53.4K
|
13.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-761- 61.37% |
$52.4K - $56.9K
|
479
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-780- 1.45% |
$53.7K - $58.4K
|
53.2K
$4.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-783- 26.64% |
$53.9K - $58.6K
|
2.16K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-867- 16.33% |
$59.7K - $64.9K
|
4.44K
$348K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-979- 11.85% |
$67.4K - $73.2K
|
7.28K
$570K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 5.7% |
$72.8K - $79.1K
|
17.5K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.06K- 7.99% |
$72.8K - $79.1K
|
12.2K
$953K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 22.33% |
$74.9K - $81.3K
|
3.78K
$296K
|