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 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-956- 5.36% |
$63K - $72.4K
|
16.9K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-967- 25.58% |
$63.7K - $73.2K
|
2.81K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-982- 5.16% |
$64.7K - $74.3K
|
18.1K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 5.76% |
$66.4K - $76.2K
|
16.5K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.02K- 11.76% |
$67.5K - $77.5K
|
7.68K
$586K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.03K- 3.85% |
$67.5K - $77.6K
|
25.6K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.07K- 13.42% |
$70.2K - $80.6K
|
6.87K
$524K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.1K- 2.86% |
$72.2K - $83K
|
37.2K
$2.84M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 4.52% |
$72.9K - $83.7K
|
23.4K
$1.78M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.14K- 12.48% |
$75.3K - $86.4K
|
8.01K
$611K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.15K- 29.52% |
$75.5K - $86.8K
|
2.74K
$209K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 4.44% |
$76.2K - $87.5K
|
24.9K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.21K- 12.04% |
$80K - $91.9K
|
8.87K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 1.2% |
$80.7K - $92.7K
|
101K
$7.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 91.94% |
$82.7K - $95K
|
110
$8.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.27K- 9.13% |
$83.6K - $96K
|
12.6K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.35K- 1.23% |
$89.2K - $102K
|
109K
$8.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.46K- 27.0% |
$96.4K - $111K
|
3.96K
$302K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.49K- 4.96% |
$97.9K - $112K
|
28.4K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.49K- 18.01% |
$98.5K - $113K
|
6.8K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.6K- 5.92% |
$105K - $121K
|
25.3K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 2.72% |
$107K - $122K
|
57.8K
$4.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.63K- 32.28% |
$108K - $124K
|
3.42K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.65K- 28.55% |
$109K - $125K
|
4.13K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 17.6% |
$110K - $126K
|
7.82K
$597K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.68K- 29.03% |
$111K - $127K
|
4.11K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.72K- 25.51% |
$114K - $131K
|
5.03K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 93.51% |
$115K - $132K
|
121
$9.23K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.75K- 6.9% |
$115K - $132K
|
23.5K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.81K- 30.84% |
$119K - $137K
|
4.06K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.13K- 36.98% |
$140K - $161K
|
3.63K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.15K- 8.41% |
$142K - $163K
|
23.4K
$1.79M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.24K- 4.77% |
$148K - $170K
|
44.7K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.28K- 1.85% |
$150K - $173K
|
121K
$9.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.29K- 33.56% |
$151K - $173K
|
4.53K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.35K- 2.98% |
$155K - $178K
|
76.4K
$5.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.37K- 40.37% |
$156K - $179K
|
3.49K
$267K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.38K- 33.67% |
$157K - $180K
|
4.69K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.4K- 3.92% |
$158K - $181K
|
58.6K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.43K- 3.05% |
$160K - $184K
|
77.3K
$5.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.52K- 9.0% |
$166K - $191K
|
25.5K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.6K- 20.66% |
$171K - $197K
|
9.98K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.6K- 1.42% |
$172K - $197K
|
181K
$13.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.73K- 98.1% |
$180K - $207K
|
53
$4.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.81K- 3.05% |
$185K - $213K
|
89.4K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.87K- 49.47% |
$189K - $217K
|
2.93K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.89K- 7.7% |
$191K - $219K
|
34.7K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.96K- 1.66% |
$195K - $224K
|
175K
$13.4M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.01K- 6.72% |
$198K - $228K
|
41.7K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.05K- 46.53% |
$201K - $231K
|
3.51K
$268K
|