Purchases and Sales Made in Q4 2023 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 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
Jan 26, 2024 Q4 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
1.31K
+ 13.52%
$86.2K - $99K
11K $838K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.24K
+ 130.74%
$81.8K - $94K
2.19K $167K
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.21K
+ 6.94%
$80K - $91.9K
18.7K $1.43M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
1.21K
+ 7.66%
$79.9K - $91.8K
17K $1.3M
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.21K
New
$79.7K - $91.5K
1.21K $92.3K
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1.21K
New
$79.7K - $91.5K
1.21K $92.3K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
1.19K
+ 2.92%
$78.4K - $90.1K
41.9K $3.2M
Jun 14, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
1.19K
+ 2.92%
$78.4K - $90.1K
41.9K $3.2M
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
1.11K
New
$73.4K - $84.3K
1.11K $85K
Mar 19, 2024 Q4 2023
Warren Street Wealth Advisors, LLC

BUY
 -
1.09K
+ 21.44%
$71.6K - $82.3K
6.16K $470K
Feb 07, 2024 Q4 2023
Facet Wealth, Inc.

BUY
 -
1.01K
+ 3.91%
$66.8K - $76.7K
26.9K $2.05M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
994
+ 9.46%
$65.5K - $75.2K
11.5K $878K
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
976
+ 13.74%
$64.3K - $73.9K
8.08K $616K
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
962
+ 2.21%
$63.4K - $72.8K
44.5K $3.39M
Jan 23, 2024 Q4 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
911
+ 4.24%
$60K - $69K
22.4K $1.71M
Feb 02, 2024 Q4 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
904
+ 0.67%
$59.6K - $68.4K
136K $10.3M
Feb 01, 2024 Q4 2023
Armbruster Capital Management, Inc.

BUY
 -
859
+ 7.22%
$56.6K - $65K
12.8K $973K
Jan 22, 2024 Q4 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
816
+ 2.85%
$53.8K - $61.8K
29.4K $2.24M
Jan 17, 2024 Q4 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
796
+ 0.33%
$52.5K - $60.3K
241K $18.4M
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
744
New
$49K - $56.3K
744 $56.8K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
736
+ 3.73%
$48.5K - $55.7K
20.5K $1.56M
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
694
+ 2.82%
$45.7K - $52.5K
25.3K $1.93M
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
694
+ 2.82%
$45.7K - $52.5K
25.3K $1.93M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
682
New
$44.9K - $51.6K
682 $52.1K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
655
+ 6.79%
$43.2K - $49.6K
10.3K $787K
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
650
New
$42.8K - $49.2K
650 $49.6K
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
625
+ 4.01%
$41.2K - $47.3K
16.2K $1.24M
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

BUY
 -
616
+ 3.98%
$40.6K - $46.6K
16.1K $1.23M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
584
+ 3.93%
$38.5K - $44.2K
15.5K $1.18M
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
582
+ 2.0%
$38.4K - $44.1K
29.6K $2.26M
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
573
+ 7.1%
$37.8K - $43.4K
8.64K $660K
Feb 14, 2024 Q4 2023
Jsf Financial, LLC

BUY
 -
565
+ 13.05%
$37.2K - $42.8K
4.89K $373K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
525
+ 13.65%
$34.6K - $39.7K
4.37K $334K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
515
+ 4.85%
$33.9K - $39K
11.1K $850K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
511
New
$33.7K - $38.7K
511 $39K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
505
+ 48.75%
$33.3K - $38.2K
1.54K $118K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
500
+ 8.08%
$33K - $37.9K
6.69K $510K
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
494
+ 14.45%
$32.6K - $37.4K
3.91K $299K
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
455
New
$30K - $34.4K
455 $34.7K
Jan 17, 2024 Q4 2023
Rtd Financial Advisors, Inc.

BUY
 -
433
+ 1.69%
$28.5K - $32.8K
26K $1.98M
Jan 18, 2024 Q4 2023
Peak Financial Management, Inc.

BUY
 -
425
+ 4.91%
$28K - $32.2K
9.08K $693K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
403
New
$26.6K - $30.5K
403 $30.8K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
400
New
$26.4K - $30.3K
400 $30.5K
Feb 07, 2024 Q4 2023
Pecaut & Co.

BUY
 -
399
+ 15.52%
$26.3K - $30.2K
2.97K $227K
Jan 19, 2024 Q4 2023
E Rn Financial, LLC

BUY
 -
398
+ 5.2%
$26.2K - $30.1K
8.05K $614K
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
376
+ 3.12%
$24.8K - $28.5K
12.4K $947K
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
371
+ 0.52%
$24.4K - $28.1K
72.3K $5.52M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
364
New
$24K - $27.6K
364 $27.8K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
362
+ 7.25%
$23.9K - $27.4K
5.36K $409K

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