Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
256K+ 5.84% |
$19.3M - $21.7M
|
4.63M
$367M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 14.88% |
$11.1M - $12.4M
|
1.13M
$89.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 7.62% |
$9.38M - $10.5M
|
1.75M
$139M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
114K+ 1841.72% |
$8.65M - $9.71M
|
121K
$9.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
74K+ 75.07% |
$5.6M - $6.28M
|
173K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
69.7KNew |
$5.27M - $5.92M
|
69.7K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
61.6K+ 5.56% |
$4.66M - $5.23M
|
1.17M
$92.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
44KNew |
$3.32M - $3.73M
|
44K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 0.43% |
$3.06M - $3.44M
|
9.48M
$752M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
37.7K+ 18.69% |
$2.85M - $3.2M
|
239K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.7K+ 3.78% |
$2.62M - $2.95M
|
953K
$75.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34.1K+ 4.21% |
$2.58M - $2.9M
|
844K
$67M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.3K+ 13.93% |
$2.37M - $2.66M
|
256K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
30.9K+ 2.36% |
$2.34M - $2.62M
|
1.34M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$2.23M - $2.5M
|
29.5K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
29.3K+ 77.54% |
$2.22M - $2.49M
|
67.2K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 1.72% |
$1.93M - $2.16M
|
1.5M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 4.97% |
$1.79M - $2.01M
|
499K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23K+ 4.86% |
$1.74M - $1.95M
|
496K
$39.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 2.71% |
$1.6M - $1.8M
|
802K
$63.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.9K+ 5.34% |
$1.51M - $1.69M
|
393K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.7K+ 3.56% |
$1.34M - $1.5M
|
515K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 17.28% |
$1.28M - $1.44M
|
115K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.8K+ 59.18% |
$1.27M - $1.43M
|
45.3K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 4.56% |
$1.26M - $1.42M
|
382K
$30.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 4.55% |
$1.22M - $1.37M
|
370K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
15.4KNew |
$1.17M - $1.31M
|
15.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15KNew |
$1.14M - $1.28M
|
15K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
14.4K+ 27.61% |
$1.09M - $1.22M
|
66.4K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.6K+ 196.4% |
$874K - $981K
|
17.4K
$1.38M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$785K - $881K
|
10.4K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.2K+ 17.16% |
$768K - $862K
|
69.3K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.53K+ 4.72% |
$721K - $809K
|
212K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.49K+ 0.57% |
$718K - $806K
|
1.66M
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.03K+ 3.63% |
$683K - $767K
|
258K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
8.99K+ 3.3% |
$680K - $763K
|
281K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.83KNew |
$668K - $749K
|
8.83K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.88K+ 8.14% |
$596K - $669K
|
105K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.63KNew |
$577K - $648K
|
7.63K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
7.43K+ 3.17% |
$562K - $631K
|
242K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.16K+ 6.46% |
$542K - $608K
|
118K
$9.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.03KNew |
$531K - $597K
|
7.03K
$557K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6.76K+ 7.36% |
$511K - $574K
|
98.7K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
6.75K+ 0.57% |
$511K - $573K
|
1.2M
$94.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.73K+ 142.02% |
$509K - $571K
|
11.5K
$909K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.63K+ 17.33% |
$501K - $563K
|
44.9K
$3.56M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
6.28K+ 1.65% |
$475K - $533K
|
388K
$30.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.05K+ 17.41% |
$458K - $514K
|
40.8K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
5.64K+ 2.37% |
$427K - $479K
|
244K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.54K+ 3.39% |
$419K - $470K
|
169K
$13.4M
|