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 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.48K+ 2.0% |
$112K - $126K
|
75.3K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 0.26% |
$111K - $125K
|
573K
$47.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.44K+ 1.33% |
$109K - $122K
|
110K
$9.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 23.32% |
$109K - $122K
|
7.62K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 1.51% |
$106K - $119K
|
94K
$7.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.38K+ 8.08% |
$104K - $117K
|
18.4K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 18.7% |
$104K - $116K
|
8.7K
$717K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.37K+ 5.36% |
$103K - $116K
|
26.9K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 33.91% |
$100K - $113K
|
5.24K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.31K+ 1.46% |
$98.9K - $111K
|
90.8K
$7.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.29K+ 16.09% |
$97.4K - $109K
|
9.29K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.27K+ 2.5% |
$96.3K - $108K
|
52.2K
$4.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.23K+ 4.21% |
$92.8K - $104K
|
30.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.22K+ 8.34% |
$92.1K - $103K
|
15.8K
$1.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19KNew |
$89.7K - $101K
|
1.19K
$97.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
1.18K+ 35.92% |
$89.5K - $101K
|
4.48K
$369K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.16K+ 2.16% |
$87.5K - $98.2K
|
54.6K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.08K+ 34.1% |
$81.9K - $91.9K
|
4.26K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.06K+ 12.47% |
$80K - $89.8K
|
9.54K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 7.47% |
$79K - $88.7K
|
15K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 39.77% |
$77.5K - $87K
|
3.6K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.02K+ 430.08% |
$76.8K - $86.2K
|
1.25K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
983+ 3.83% |
$74.3K - $83.4K
|
26.7K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
949+ 9.43% |
$71.8K - $80.6K
|
11K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
924+ 1.49% |
$69.9K - $78.4K
|
63K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
893+ 0.63% |
$67.5K - $75.8K
|
142K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
821New |
$62.1K - $69.7K
|
821
$67.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
817+ 3.32% |
$61.8K - $69.4K
|
25.4K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
785+ 4.17% |
$59.4K - $66.6K
|
19.6K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
777+ 3.41% |
$58.8K - $66K
|
23.5K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
771New |
$58.3K - $65.5K
|
771
$63.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
770+ 20.85% |
$58.2K - $65.4K
|
4.46K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
755+ 4.98% |
$57.1K - $64.1K
|
15.9K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
740+ 4.39% |
$56K - $62.8K
|
17.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
723+ 29.57% |
$54.7K - $61.4K
|
3.17K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
719+ 12.01% |
$54.4K - $61K
|
6.71K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
711+ 8.01% |
$53.8K - $60.4K
|
9.59K
$791K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
687New |
$52K - $58.3K
|
687
$56.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
686+ 10.97% |
$51.9K - $58.2K
|
6.94K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
635New |
$48K - $53.9K
|
635
$52.3K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
572+ 3.03% |
$43.3K - $48.6K
|
19.4K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
546+ 11.73% |
$41.3K - $46.3K
|
5.2K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
546+ 4.76% |
$41.3K - $46.3K
|
12K
$991K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
545+ 6.6% |
$41.2K - $46.3K
|
8.81K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
535+ 0.47% |
$40.5K - $45.4K
|
115K
$9.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
534+ 12.77% |
$40.4K - $45.3K
|
4.72K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
518+ 17.69% |
$39.2K - $44K
|
3.45K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
503+ 2.64% |
$38K - $42.7K
|
19.6K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$37.8K - $42.4K
|
32K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
497+ 6.69% |
$37.6K - $42.2K
|
7.93K
$653K
|