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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-142- 1.45% |
$10.7K - $12.1K
|
9.68K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-157- 3.1% |
$11.9K - $13.3K
|
4.91K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-170- 6.45% |
$12.9K - $14.4K
|
2.47K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-173- 28.36% |
$13.1K - $14.7K
|
437
$35.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-189- 0.96% |
$14.3K - $16K
|
19.5K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-191- 4.72% |
$14.4K - $16.2K
|
3.86K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 0.85% |
$15.1K - $17K
|
23.4K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-239- 1.02% |
$18.1K - $20.3K
|
23.2K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-240- 3.8% |
$18.2K - $20.4K
|
6.07K
$497K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-243- 7.82% |
$18.4K - $20.6K
|
2.86K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-258- 4.08% |
$19.5K - $21.9K
|
6.07K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-260- 0.49% |
$19.7K - $22.1K
|
53.2K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-276- 1.21% |
$20.9K - $23.4K
|
22.6K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-286- 5.07% |
$21.6K - $24.3K
|
5.36K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-293- 2.98% |
$22.2K - $24.9K
|
9.56K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-329- 38.12% |
$24.9K - $27.9K
|
534
$43.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-360- 0.22% |
$27.2K - $30.6K
|
164K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-374- 7.19% |
$28.3K - $31.7K
|
4.83K
$395K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-380- 4.39% |
$28.7K - $32.3K
|
8.27K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.73% |
$30.3K - $34K
|
22.8K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 32.38% |
$30.8K - $34.6K
|
850
$69.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-415- 1.15% |
$31.4K - $35.2K
|
35.6K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-432- 4.27% |
$32.7K - $36.7K
|
9.68K
$793K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-468- 3.36% |
$35.4K - $39.7K
|
13.5K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-496- 8.09% |
$37.5K - $42.1K
|
5.63K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-519- 19.0% |
$39.3K - $44.1K
|
2.21K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 6.57% |
$41.4K - $46.5K
|
7.79K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-572- 0.76% |
$43.3K - $48.6K
|
74.9K
$6.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-592- 17.25% |
$44.8K - $50.3K
|
2.84K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-633- 0.04% |
$47.9K - $53.7K
|
1.46M
$120M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-653- 2.78% |
$49.4K - $55.4K
|
22.8K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-663- 22.03% |
$50.1K - $56.3K
|
2.35K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-667- 53.27% |
$50.4K - $56.6K
|
585
$47.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-675- 14.11% |
$51.1K - $57.3K
|
4.11K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-689- 18.9% |
$52.1K - $58.5K
|
2.96K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-705- 7.2% |
$53.3K - $59.8K
|
9.09K
$744K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-717- 2.03% |
$54.2K - $60.9K
|
34.6K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-720- 2.11% |
$54.5K - $61.1K
|
33.5K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-721- 2.99% |
$54.5K - $61.2K
|
23.4K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-739- 2.86% |
$55.9K - $62.7K
|
25.1K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-752- 14.18% |
$56.9K - $63.8K
|
4.55K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-757- 5.19% |
$57.3K - $64.3K
|
13.8K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-760- 2.73% |
$57.5K - $64.5K
|
27.1K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-785- 6.85% |
$59.4K - $66.6K
|
10.7K
$874K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-788- 2.53% |
$59.6K - $66.9K
|
30.4K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-790- 7.96% |
$59.7K - $67.1K
|
9.14K
$748K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-842- 2.94% |
$63.7K - $71.5K
|
27.8K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-868- 68.29% |
$65.6K - $73.7K
|
403
$33K
|