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
Feb 14, 2024 Q4 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
4
+ 3.17%
$264 - $303
130 $9.92K
Jan 19, 2024 Q4 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
2
+ 0.05%
$132 - $151
3.87K $295K
Feb 12, 2024 Q4 2023
Rice Partnership, LLC

BUY
 -
1
+ 0.71%
$65.9 - $75.7
142 $10.8K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1
+ 0.09%
$65.9 - $75.7
1.12K $85.2K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1
+ 0.03%
$65.9 - $75.7
4K $305K
Jan 26, 2024 Q4 2023
Toth Financial Advisory Corp

BUY
 -
1
+ 0.39%
$65.9 - $75.7
259 $19.8K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
1
+ 1.22%
$65.9 - $75.7
83 $6.33K
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

SELL
 -
-3
- 0.05%
$198 - $227
6.46K $493K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-4
- 0.21%
$264 - $303
1.9K $145K
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

SELL
 -
-5
- 1.88%
$330 - $379
261 $19.9K
Feb 08, 2024 Q4 2023
1 St Source Bank

SELL
 -
-13
- 0.14%
$857 - $984
9.54K $728K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-15
- 6.55%
$989 - $1.14K
214 $16.3K
Feb 01, 2024 Q4 2023
Stephens Consulting, LLC

Flint, MI
SELL
 -
-15
- 0.3%
$989 - $1.14K
5.05K $386K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-19
- 0.07%
$1.25K - $1.44K
27.2K $2.08M
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

SELL
 -
-21
- 0.2%
$1.38K - $1.59K
10.6K $808K
Jan 05, 2024 Q4 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-21
- 0.65%
$1.38K - $1.59K
3.22K $246K
Jan 11, 2024 Q4 2023
Trilogy Capital Inc.

SELL
 -
-25
- 0.06%
$1.65K - $1.89K
43.4K $3.31M
Feb 02, 2024 Q4 2023
Morling Financial Advisors, LLC

SELL
 -
-32
- 0.83%
$2.11K - $2.42K
3.84K $293K
Jan 22, 2024 Q4 2023
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-35
- 0.09%
$2.31K - $2.65K
38.6K $2.95M
Feb 08, 2024 Q4 2023
Wt Wealth Management

SELL
 -
-36
- 0.54%
$2.37K - $2.73K
6.58K $502K
Feb 12, 2024 Q4 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-37
- 0.41%
$2.44K - $2.8K
8.97K $685K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-42
- 0.84%
$2.77K - $3.18K
4.98K $380K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-44
- 0.64%
$2.9K - $3.33K
6.88K $525K
Feb 02, 2024 Q4 2023
Community Bank, N.A.

SELL
 -
-45
- 0.87%
$2.97K - $3.41K
5.1K $389K
Jan 10, 2024 Q4 2023
Omega Financial Group, LLC

SELL
 -
-45
- 0.37%
$2.97K - $3.41K
12.1K $926K
Jan 24, 2024 Q4 2023
David Katz Matrix Asset Advisors Inc
SELL
 -
-45
- 1.25%
$2.97K - $3.41K
3.54K $270K
Aug 28, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-50
- 0.31%
$3.3K - $3.79K
16.3K $1.24M
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-52
- 62.65%
$3.43K - $3.94K
31 $2.37K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-54
- 51.92%
$3.56K - $4.09K
50 $3.82K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-59
- 3.65%
$3.89K - $4.47K
1.56K $119K
Jan 31, 2024 Q4 2023
Windham Capital Management, LLC

SELL
 -
-65
- 0.4%
$4.28K - $4.92K
16K $1.22M
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-71
- 20.34%
$4.68K - $5.37K
278 $21.2K
Jan 29, 2024 Q4 2023
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-74
- 2.85%
$4.88K - $5.6K
2.53K $193K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-93
- 4.78%
$6.13K - $7.04K
1.85K $141K
Jan 18, 2024 Q4 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-100
- 0.6%
$6.59K - $7.57K
16.6K $1.27M
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-102
- 3.4%
$6.72K - $7.72K
2.9K $221K
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

SELL
 -
-106
- 0.46%
$6.99K - $8.02K
23K $1.75M
Jan 10, 2024 Q4 2023
Olio Financial Planning

SELL
 -
-107
- 0.53%
$7.05K - $8.1K
19.9K $1.52M
Jan 19, 2024 Q4 2023
Manning & Napier Group, LLC

SELL
 -
-113
- 2.75%
$7.45K - $8.55K
4K $305K
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-114
- 95.0%
$7.51K - $8.63K
6 $458
Feb 14, 2024 Q4 2023
Aufman Associates Inc

Sewickley, PA
SELL
 -
-133
- 1.94%
$8.76K - $10.1K
6.73K $513K
Jan 26, 2024 Q4 2023
Aaron Wealth Advisors LLC

SELL
 -
-138
- 2.54%
$9.09K - $10.4K
5.29K $404K
Feb 06, 2024 Q4 2023
Lincoln National Corp

SELL
 -
-139
- 0.76%
$9.16K - $10.5K
18.2K $1.39M
Jan 29, 2024 Q4 2023
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-148
- 0.19%
$9.75K - $11.2K
78.5K $5.99M
Jan 29, 2024 Q4 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-150
- 4.62%
$9.89K - $11.4K
3.1K $237K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-185
Closed
$12.2K - $14K
0 $0
Jan 08, 2024 Q4 2023
Diversified Trust CO

SELL
 -
-185
- 0.77%
$12.2K - $14K
23.8K $1.82M
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-196
- 5.11%
$12.9K - $14.8K
3.64K $278K
Jan 26, 2024 Q4 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-198
- 4.79%
$13K - $15K
3.93K $300K

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