Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
373K+ 445.86% |
$24.6M - $28.2M
|
456K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
308KNew |
$20.3M - $23.3M
|
308K
$23.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
170K+ 3.54% |
$11.2M - $12.8M
|
4.97M
$379M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167K+ 36.0% |
$11M - $12.6M
|
630K
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158KNew |
$10.4M - $11.9M
|
158K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
139KNew |
$9.14M - $10.5M
|
139K
$10.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
133KNew |
$8.75M - $10.1M
|
133K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
117K+ 3.15% |
$7.72M - $8.86M
|
3.84M
$293M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 6.1% |
$7.67M - $8.81M
|
2.03M
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
82.6K+ 9.11% |
$5.44M - $6.25M
|
989K
$75.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
82.5K+ 11.49% |
$5.44M - $6.25M
|
801K
$61.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
80K+ 89.77% |
$5.27M - $6.06M
|
169K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.1K+ 1.37% |
$4.36M - $5M
|
4.88M
$372M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
63.9KNew |
$4.21M - $4.84M
|
63.9K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
55.8K+ 1876.0% |
$3.68M - $4.22M
|
58.8K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
54.7KNew |
$3.6M - $4.14M
|
54.7K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
51.3K+ 4.53% |
$3.38M - $3.88M
|
1.18M
$90.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.7K+ 6.25% |
$3.21M - $3.68M
|
827K
$63.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.8K+ 3.03% |
$3.15M - $3.62M
|
1.63M
$124M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45.9K+ 41.09% |
$3.02M - $3.47M
|
158K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.1K+ 0.75% |
$2.97M - $3.41M
|
6.04M
$461M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45K+ 45.52% |
$2.96M - $3.4M
|
144K
$11M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
40K+ 11.81% |
$2.64M - $3.03M
|
379K
$28.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.8K+ 275.08% |
$2.62M - $3.01M
|
54.3K
$4.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.1K+ 73.74% |
$1.98M - $2.28M
|
70.9K
$5.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
29.7K+ 28.92% |
$1.95M - $2.24M
|
132K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.6K+ 5.97% |
$1.89M - $2.17M
|
508K
$38.8M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
28.3K+ 5.93% |
$1.86M - $2.14M
|
505K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
27.9K+ 3.62% |
$1.84M - $2.11M
|
798K
$60.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
26.1K+ 8.9% |
$1.72M - $1.97M
|
319K
$24.3M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
24.7K+ 28.82% |
$1.62M - $1.87M
|
110K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.6K+ 59.41% |
$1.62M - $1.86M
|
66K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23K+ 5.47% |
$1.51M - $1.74M
|
443K
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
21.9K+ 6.34% |
$1.44M - $1.66M
|
367K
$28M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
21.4KNew |
$1.41M - $1.62M
|
21.4K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.3K+ 12.72% |
$1.4M - $1.61M
|
189K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
21K+ 143.16% |
$1.38M - $1.59M
|
35.7K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.9K+ 17.78% |
$1.31M - $1.5M
|
132K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
19.9KNew |
$1.31M - $1.5M
|
19.9K
$1.52M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.7K+ 7.97% |
$1.3M - $1.49M
|
267K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7K+ 1.08% |
$1.23M - $1.41M
|
1.75M
$134M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18.3KNew |
$1.2M - $1.38M
|
18.3K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
17.7KNew |
$1.17M - $1.34M
|
17.7K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.8KNew |
$1.11M - $1.27M
|
16.8K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
16.4K+ 37.27% |
$1.08M - $1.24M
|
60.3K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 12.83% |
$1.06M - $1.21M
|
141K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16K+ 3.23% |
$1.05M - $1.21M
|
511K
$39M
|
|
|
Feb 12, 2024
Q4 2023
|
Mercer Investments LLC
|
BUY
|
- |
14.9K+ 102.42% |
$982K - $1.13M
|
29.5K
$2.25M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
14.3KNew |
$945K - $1.09M
|
14.3K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
14.3KNew |
$941K - $1.08M
|
14.3K
$1.09M
|