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
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
359+ 6.3% |
$23.7K - $27.2K
|
6.06K
$462K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
343+ 7.3% |
$22.6K - $26K
|
5.04K
$385K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
340+ 1.22% |
$22.4K - $25.7K
|
28.2K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
323New |
$21.3K - $24.5K
|
323
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
312+ 4.98% |
$20.6K - $23.6K
|
6.58K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
310+ 8.54% |
$20.4K - $23.5K
|
3.94K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
304New |
$20K - $23K
|
304
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
303+ 9.82% |
$20K - $22.9K
|
3.39K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
298+ 8.24% |
$19.6K - $22.6K
|
3.91K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
275+ 0.61% |
$18.1K - $20.8K
|
45.2K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
269+ 5.7% |
$17.7K - $20.4K
|
4.99K
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
266+ 3.99% |
$17.5K - $20.1K
|
6.93K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
253+ 3.56% |
$16.7K - $19.2K
|
7.36K
$561K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
249+ 3.01% |
$16.4K - $18.8K
|
8.53K
$651K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
242+ 7.13% |
$15.9K - $18.3K
|
3.64K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
241+ 2.96% |
$15.9K - $18.2K
|
8.39K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
241+ 3.72% |
$15.9K - $18.2K
|
6.71K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
223+ 0.76% |
$14.7K - $16.9K
|
29.6K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
222+ 1.48% |
$14.6K - $16.8K
|
15.2K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
219New |
$14.4K - $16.6K
|
219
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 4.51% |
$12.9K - $14.8K
|
4.54K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
196New |
$12.9K - $14.8K
|
196
$15K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
174+ 50.43% |
$11.5K - $13.2K
|
519
$39.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
174+ 9.91% |
$11.5K - $13.2K
|
1.93K
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
163+ 2.58% |
$10.7K - $12.3K
|
6.49K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
162+ 180.0% |
$10.7K - $12.3K
|
252
$19.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
161+ 0.6% |
$10.6K - $12.2K
|
26.9K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
156+ 0.34% |
$10.3K - $11.8K
|
45.6K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
155New |
$10.2K - $11.7K
|
155
$11.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
151+ 52.07% |
$9.95K - $11.4K
|
441
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
148New |
$9.75K - $11.2K
|
148
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
142+ 1.38% |
$9.36K - $10.7K
|
10.5K
$799K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
127New |
$8.37K - $9.61K
|
127
$9.69K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
124+ 19.14% |
$8.17K - $9.39K
|
772
$58.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
111+ 2.61% |
$7.31K - $8.4K
|
4.36K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
110+ 1.8% |
$7.25K - $8.33K
|
6.22K
$475K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
109+ 0.63% |
$7.18K - $8.25K
|
17.3K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
109+ 1.22% |
$7.18K - $8.25K
|
9.07K
$693K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
103+ 21.28% |
$6.79K - $7.8K
|
587
$44.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
100+ 2.28% |
$6.59K - $7.57K
|
4.48K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
98+ 0.57% |
$6.46K - $7.42K
|
17.2K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
92New |
$6.06K - $6.96K
|
92
$7.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
84+ 2.79% |
$5.54K - $6.36K
|
3.1K
$236K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 2.01% |
$5.54K - $6.36K
|
4.26K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
81+ 0.57% |
$5.34K - $6.13K
|
14.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81+ 16.91% |
$5.34K - $6.13K
|
560
$42.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
81+ 1.24% |
$5.34K - $6.13K
|
6.63K
$506K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
69+ 0.64% |
$4.55K - $5.22K
|
10.8K
$822K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
68+ 0.28% |
$4.48K - $5.15K
|
24K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
66New |
$4.35K - $5K
|
66
$5.04K
|