Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.6K- 64.03% |
$890K - $981K
|
5.95K
$760K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.6K- 64.03% |
$890K - $981K
|
5.95K
$760K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-10.8K- 9.44% |
$907K - $1M
|
104K
$13.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.9K- 9.1% |
$913K - $1.01M
|
109K
$13.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.9K- 71.8% |
$915K - $1.01M
|
4.28K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-11.3K- 2.61% |
$949K - $1.05M
|
421K
$53.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 24.23% |
$957K - $1.05M
|
35.6K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 52.22% |
$967K - $1.07M
|
10.5K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.6K- 41.15% |
$976K - $1.08M
|
16.6K
$2.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-11.7K- 44.46% |
$986K - $1.09M
|
14.7K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12K- 48.93% |
$1.01M - $1.12M
|
12.6K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-12.7K- 45.82% |
$1.07M - $1.18M
|
15K
$1.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-12.8K- 32.1% |
$1.07M - $1.18M
|
27K
$3.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-12.9K- 16.1% |
$1.08M - $1.19M
|
67.2K
$8.58M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13K- 6.46% |
$1.09M - $1.2M
|
188K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 53.21% |
$1.16M - $1.27M
|
12.1K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-13.8K- 13.51% |
$1.16M - $1.28M
|
88.6K
$11.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14K- 21.83% |
$1.18M - $1.3M
|
50.2K
$6.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14.1K- 38.56% |
$1.18M - $1.31M
|
22.5K
$2.87M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-14.3K- 42.1% |
$1.2M - $1.33M
|
19.7K
$2.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14.4K- 35.69% |
$1.21M - $1.34M
|
26K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.2K- 10.29% |
$1.27M - $1.4M
|
132K
$16.9M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15.5K- 57.79% |
$1.31M - $1.44M
|
11.4K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-15.9K- 70.76% |
$1.33M - $1.47M
|
6.56K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.2K- 7.98% |
$1.36M - $1.5M
|
186K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.7K- 18.23% |
$1.4M - $1.54M
|
74.8K
$9.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.9K- 23.24% |
$1.42M - $1.56M
|
55.8K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.3K- 49.0% |
$1.54M - $1.7M
|
19.1K
$2.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-18.4K- 48.86% |
$1.54M - $1.7M
|
19.2K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.5K- 58.66% |
$1.55M - $1.71M
|
13K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18.7K- 46.84% |
$1.58M - $1.74M
|
21.3K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-19.1K- 48.78% |
$1.6M - $1.77M
|
20K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-19.2K- 65.07% |
$1.61M - $1.78M
|
10.3K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-19.5K- 38.03% |
$1.63M - $1.8M
|
31.7K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19.6K- 63.15% |
$1.65M - $1.82M
|
11.4K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20K- 44.14% |
$1.68M - $1.85M
|
25.3K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-20.3K- 50.18% |
$1.71M - $1.88M
|
20.2K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-20.8K- 50.45% |
$1.74M - $1.92M
|
20.4K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-20.8K- 66.22% |
$1.75M - $1.92M
|
10.6K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 23.38% |
$1.75M - $1.92M
|
68.1K
$8.69M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 42.45% |
$1.8M - $1.98M
|
29K
$3.71M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-21.7K- 31.48% |
$1.83M - $2.01M
|
47.3K
$6.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-22K- 14.74% |
$1.85M - $2.03M
|
127K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-22.2K- 58.89% |
$1.87M - $2.06M
|
15.5K
$1.98M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22.4K- 57.35% |
$1.88M - $2.07M
|
16.6K
$2.12M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-22.6K- 65.64% |
$1.9M - $2.09M
|
11.8K
$1.51M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-22.7K- 30.0% |
$1.91M - $2.1M
|
53K
$6.76M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.3K- 27.93% |
$1.96M - $2.16M
|
60.1K
$7.68M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.4K- 48.02% |
$1.97M - $2.17M
|
25.3K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-23.9K- 50.21% |
$2.01M - $2.21M
|
23.7K
$3.02M
|