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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
4.14KNew |
$273K - $313K
|
4.14K
$316K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.14KNew |
$273K - $313K
|
4.14K
$316K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.12K+ 28.48% |
$271K - $312K
|
18.6K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.1K+ 11.38% |
$270K - $310K
|
40.2K
$3.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.95K+ 9.0% |
$260K - $299K
|
47.8K
$3.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.68K+ 18.53% |
$243K - $279K
|
23.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.4KNew |
$224K - $257K
|
3.4K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.39K+ 4.08% |
$223K - $257K
|
86.4K
$6.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.33K+ 62.26% |
$220K - $252K
|
8.68K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.32KNew |
$219K - $251K
|
3.32K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.28KNew |
$216K - $249K
|
3.28K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.24KNew |
$213K - $245K
|
3.24K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.18KNew |
$210K - $241K
|
3.18K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.12KNew |
$206K - $236K
|
3.12K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3.11K+ 5.7% |
$205K - $236K
|
57.8K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.07KNew |
$202K - $232K
|
3.07K
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.05K+ 132.68% |
$201K - $231K
|
5.34K
$408K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3K+ 22.64% |
$198K - $227K
|
16.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.94K+ 0.8% |
$194K - $223K
|
373K
$28.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.88K+ 3.66% |
$189K - $218K
|
81.4K
$6.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$181K - $208K
|
2.75K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.74KNew |
$180K - $207K
|
2.74K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.71KNew |
$178K - $205K
|
2.71K
$206K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.65KNew |
$175K - $201K
|
2.65K
$203K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2.63K+ 8.79% |
$173K - $199K
|
32.5K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.61K+ 2.58% |
$172K - $197K
|
104K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.52K+ 21.27% |
$166K - $191K
|
14.4K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.5K+ 45.13% |
$165K - $189K
|
8.05K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.44K+ 6.24% |
$161K - $185K
|
41.5K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.44KNew |
$161K - $184K
|
2.44K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 3.08% |
$158K - $181K
|
80.1K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38K+ 3.19% |
$157K - $180K
|
77.1K
$5.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.25KNew |
$148K - $170K
|
2.25K
$172K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.18K+ 7.62% |
$144K - $165K
|
30.8K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.15K+ 3.06% |
$142K - $163K
|
72.6K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.11KNew |
$139K - $160K
|
2.11K
$161K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.1KNew |
$138K - $159K
|
2.1K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.89KNew |
$124K - $143K
|
1.89K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 1.87% |
$124K - $142K
|
103K
$7.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.83K+ 8.5% |
$121K - $139K
|
23.4K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.75K+ 1.12% |
$115K - $132K
|
158K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 6.24% |
$115K - $132K
|
29.7K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 24.99% |
$115K - $132K
|
8.73K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 5.01% |
$109K - $125K
|
34.6K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.64K+ 31.49% |
$108K - $124K
|
6.85K
$523K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.6K+ 6.76% |
$105K - $121K
|
25.3K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.51KNew |
$99.7K - $115K
|
1.51K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.43K+ 12.01% |
$94.2K - $108K
|
13.3K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.39K+ 4.31% |
$91.5K - $105K
|
33.6K
$2.57M
|