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 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-875- 6.1% |
$66.2K - $74.3K
|
13.5K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-918- 7.12% |
$69.4K - $77.9K
|
12K
$981K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-925- 12.9% |
$70K - $78.5K
|
6.25K
$511K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-933- 0.53% |
$70.6K - $79.2K
|
175K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-939- 1.29% |
$71K - $79.7K
|
71.9K
$5.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-947- 2.91% |
$71.6K - $80.4K
|
31.6K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-979- 12.17% |
$74K - $83.1K
|
7.07K
$578K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 16.15% |
$79.4K - $89.1K
|
5.45K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.15K- 1.99% |
$86.7K - $97.3K
|
56.5K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.16K- 7.65% |
$87.7K - $98.5K
|
14K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.36% |
$88.9K - $99.8K
|
25.8K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.22K- 23.05% |
$92.4K - $104K
|
4.08K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 0.77% |
$94.8K - $106K
|
162K
$13.2M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.27K- 23.24% |
$96.3K - $108K
|
4.21K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.34K- 63.78% |
$101K - $114K
|
760
$62.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.35K- 6.18% |
$102K - $115K
|
20.5K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.48K- 1.83% |
$112K - $126K
|
79.3K
$6.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.57K- 9.76% |
$119K - $134K
|
14.6K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.58K- 2.11% |
$119K - $134K
|
73.3K
$6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 69.74% |
$122K - $137K
|
699
$57.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.65K- 4.22% |
$124K - $140K
|
37.3K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 11.71% |
$125K - $140K
|
12.4K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.72K- 28.83% |
$130K - $146K
|
4.24K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.73K- 17.67% |
$131K - $147K
|
8.07K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.8K- 22.13% |
$136K - $153K
|
6.34K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 38.52% |
$149K - $167K
|
3.14K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2K- 4.71% |
$151K - $170K
|
40.4K
$3.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.21K- 24.56% |
$167K - $187K
|
6.77K
$554K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.35K- 16.32% |
$178K - $199K
|
12K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.57K- 4.72% |
$194K - $218K
|
51.9K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.72K- 4.0% |
$205K - $231K
|
65.1K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.88K- 11.16% |
$218K - $244K
|
22.9K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.96K- 7.36% |
$224K - $251K
|
37.2K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.99K- 1.84% |
$226K - $254K
|
160K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 5.21% |
$235K - $263K
|
56.5K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 6.91% |
$255K - $286K
|
45.5K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.48K- 1.69% |
$263K - $296K
|
202K
$16.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.61K- 0.7% |
$273K - $306K
|
514K
$42.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.65K- 25.86% |
$276K - $310K
|
10.5K
$856K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4K- 62.17% |
$303K - $340K
|
2.43K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.11K- 16.31% |
$311K - $349K
|
21.1K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.13K- 23.08% |
$312K - $350K
|
13.7K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.35K- 23.69% |
$329K - $370K
|
14K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.39K- 4.81% |
$332K - $372K
|
86.8K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.39K- 6.97% |
$332K - $373K
|
58.6K
$4.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.45K- 54.43% |
$336K - $377K
|
3.72K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.53K- 9.18% |
$342K - $384K
|
44.8K
$3.67M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.54K- 16.97% |
$344K - $386K
|
22.2K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.57K- 52.99% |
$346K - $388K
|
4.06K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.62K- 13.77% |
$349K - $392K
|
28.9K
$2.37M
|