Purchases and Sales Made in Q3 2024 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 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
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
494
+ 21.07%
$37.4K - $41.9K
2.84K $232K
Oct 22, 2024 Q3 2024
Grimes & Company, Inc.

BUY
 -
482
+ 1.76%
$36.5K - $40.9K
27.8K $2.28M
Nov 13, 2024 Q3 2024
Portland Global Advisors LLC

BUY
 -
450
+ 2.45%
$34K - $38.2K
18.8K $1.54M
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
382
+ 7.95%
$28.9K - $32.4K
5.19K $425K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
377
New
$28.5K - $32K
377 $30.9K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
369
+ 1.65%
$27.9K - $31.3K
22.7K $1.86M
Nov 13, 2024 Q3 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
362
+ 3.7%
$27.4K - $30.7K
10.1K $830K
Nov 12, 2024 Q3 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
357
+ 8.63%
$27K - $30.3K
4.5K $368K
Oct 30, 2024 Q3 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
348
+ 3.5%
$26.3K - $29.5K
10.3K $842K
Nov 13, 2024 Q3 2024
Brown Advisory Inc

BUY
 -
328
+ 11.88%
$24.8K - $27.8K
3.09K $253K
Oct 29, 2024 Q3 2024
Symmetry Partners, LLC

BUY
 -
320
+ 4.62%
$24.2K - $27.2K
7.24K $593K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
316
+ 0.61%
$23.9K - $26.8K
52.5K $4.3M
Nov 12, 2024 Q3 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
310
+ 0.99%
$23.4K - $26.3K
31.5K $2.58M
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
301
+ 68.88%
$22.8K - $25.6K
738 $60.4K
Nov 13, 2024 Q3 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
300
+ 2.8%
$22.7K - $25.5K
11K $902K
Oct 23, 2024 Q3 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
300
+ 2.02%
$22.7K - $25.5K
15.1K $1.24M
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
300
+ 9.68%
$22.7K - $25.5K
3.4K $278K
Oct 28, 2024 Q3 2024
Values Added Financial LLC

Washington, DC
BUY
 -
299
+ 1.59%
$22.6K - $25.4K
19.1K $1.56M
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
286
+ 7.6%
$21.6K - $24.3K
4.05K $331K
Nov 12, 2024 Q3 2024
Pitcairn CO

Jenkintown, PA
BUY
 -
276
+ 0.6%
$20.9K - $23.4K
46.6K $3.82M
Nov 06, 2024 Q3 2024
Neumann Capital Management, LLC

BUY
 -
275
+ 1.03%
$20.8K - $23.3K
27.1K $2.22M
Oct 15, 2024 Q3 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
273
+ 0.71%
$20.6K - $23.2K
38.9K $3.18M
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
269
+ 2.22%
$20.3K - $22.8K
12.4K $1.02M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
254
+ 9.56%
$19.2K - $21.6K
2.91K $238K
Nov 05, 2024 Q3 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
252
+ 151.81%
$19.1K - $21.4K
418 $34.2K
Oct 15, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
249
+ 1.07%
$18.8K - $21.1K
23.4K $1.92M
Oct 18, 2024 Q3 2024
Prairie View Partners, LLC

BUY
 -
242
+ 7.01%
$18.3K - $20.5K
3.69K $302K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
237
+ 10.54%
$17.9K - $20.1K
2.49K $203K
Oct 15, 2024 Q3 2024
Sws Partners

BUY
 -
236
+ 9.15%
$17.8K - $20K
2.81K $230K
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
222
+ 0.26%
$16.8K - $18.8K
85.2K $6.97M
Oct 09, 2024 Q3 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
200
+ 0.63%
$15.1K - $17K
31.7K $2.6M
Oct 30, 2024 Q3 2024
Smart Portfolios, LLC

Seattle, WA
BUY
 -
193
+ 5.69%
$14.6K - $16.4K
3.58K $293K
Oct 18, 2024 Q3 2024
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
185
+ 0.43%
$14K - $15.7K
43K $3.52M
Oct 04, 2024 Q3 2024
Quent Capital, LLC

BUY
 -
182
+ 0.39%
$13.8K - $15.4K
46.5K $3.8M
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
181
+ 0.96%
$13.7K - $15.4K
19K $1.56M
Nov 04, 2024 Q3 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
180
+ 7.11%
$13.6K - $15.3K
2.71K $222K
Oct 22, 2024 Q3 2024
Jmg Financial Group, Ltd.

BUY
 -
176
+ 0.49%
$13.3K - $14.9K
35.8K $2.93M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
160
New
$12.1K - $13.6K
160 $13.1K
Oct 21, 2024 Q3 2024
Wt Wealth Management

BUY
 -
150
+ 1.99%
$11.3K - $12.7K
7.68K $629K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
146
+ 4.16%
$11K - $12.4K
3.65K $299K
Oct 16, 2024 Q3 2024
Uma Financial Services, Inc.

BUY
 -
143
+ 3.67%
$10.8K - $12.1K
4.04K $331K
Nov 12, 2024 Q3 2024
Integrated Investment Consultants, LLC

BUY
 -
135
+ 3.48%
$10.2K - $11.5K
4.02K $329K
Nov 14, 2024 Q3 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
131
+ 1.35%
$9.91K - $11.1K
9.87K $808K
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
126
+ 2.3%
$9.53K - $10.7K
5.61K $459K
Nov 06, 2024 Q3 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
124
+ 3.65%
$9.38K - $10.5K
3.52K $288K
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
122
+ 1.43%
$9.23K - $10.4K
8.63K $706K
Nov 13, 2024 Q3 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
120
+ 1.45%
$9.08K - $10.2K
8.4K $688K
Nov 18, 2024 Q3 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
118
+ 3.44%
$8.92K - $10K
3.55K $291K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
110
+ 2.96%
$8.32K - $9.34K
3.82K $313K

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