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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-201- 2.97% |
$13.2K - $15.2K
|
6.57K
$502K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-214- 4.41% |
$14.1K - $16.2K
|
4.64K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-220- 5.77% |
$14.5K - $16.7K
|
3.6K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-228- 4.64% |
$15K - $17.3K
|
4.69K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-266- 1.3% |
$17.5K - $20.1K
|
20.2K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-269- 78.89% |
$17.7K - $20.4K
|
72
$5.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-270- 5.89% |
$17.8K - $20.4K
|
4.32K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-270- 31.03% |
$17.8K - $20.4K
|
600
$45.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-279- 1.97% |
$18.4K - $21.1K
|
13.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-287- 0.48% |
$18.9K - $21.7K
|
58.9K
$4.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-287- 4.0% |
$18.9K - $21.7K
|
6.89K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-297- 4.62% |
$19.6K - $22.5K
|
6.14K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-298- 1.42% |
$19.6K - $22.6K
|
20.8K
$1.58M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-305- 0.76% |
$20.1K - $23.1K
|
39.8K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-320- 1.49% |
$21.1K - $24.2K
|
21.2K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-331- 10.68% |
$21.8K - $25.1K
|
2.77K
$211K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-332- 7.94% |
$21.9K - $25.1K
|
3.85K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-346- 7.6% |
$22.8K - $26.2K
|
4.21K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-367- 16.7% |
$24.2K - $27.8K
|
1.83K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-377- 0.52% |
$24.8K - $28.5K
|
72.1K
$5.5M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-379- 10.67% |
$25K - $28.7K
|
3.17K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-380- 2.61% |
$25K - $28.8K
|
14.2K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-404- 1.31% |
$26.6K - $30.6K
|
30.5K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-445- 0.27% |
$29.3K - $33.7K
|
163K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-455- 0.4% |
$30K - $34.4K
|
114K
$8.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-458- 3.07% |
$30.2K - $34.7K
|
14.5K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-460- 16.25% |
$30.3K - $34.8K
|
2.37K
$181K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-463- 9.5% |
$30.5K - $35K
|
4.41K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-474- 11.31% |
$31.2K - $35.9K
|
3.72K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 2.33% |
$33K - $37.9K
|
21K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-520- 9.32% |
$34.3K - $39.4K
|
5.06K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-537- 2.97% |
$35.4K - $40.7K
|
17.5K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-544- 9.79% |
$35.8K - $41.2K
|
5.01K
$383K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-550- 6.19% |
$36.2K - $41.6K
|
8.33K
$636K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 6.61% |
$36.2K - $41.6K
|
7.77K
$593K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-571- 15.78% |
$37.6K - $43.2K
|
3.05K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-575- 7.03% |
$37.9K - $43.5K
|
7.6K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-575- 1.88% |
$37.9K - $43.5K
|
30.1K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-597- 8.5% |
$39.3K - $45.2K
|
6.42K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-662- 4.09% |
$43.6K - $50.1K
|
15.5K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-666- 3.08% |
$43.9K - $50.4K
|
21K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-667- 2.39% |
$44K - $50.5K
|
27.2K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-818- 13.83% |
$53.9K - $61.9K
|
5.1K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-830- 12.33% |
$54.7K - $62.8K
|
5.9K
$450K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-832- 2.85% |
$54.8K - $63K
|
28.4K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-840- 9.74% |
$55.4K - $63.6K
|
7.79K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-843- 0.24% |
$55.6K - $63.8K
|
355K
$27.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-844- 24.73% |
$55.6K - $63.9K
|
2.57K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-942- 7.31% |
$62.1K - $71.3K
|
11.9K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-945- 45.78% |
$62.3K - $71.5K
|
1.12K
$85.4K
|