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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24K- 48.69% |
$2.01M - $2.22M
|
25.2K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26K- 9.22% |
$2.19M - $2.41M
|
256K
$33.8M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.5K- 15.68% |
$2.23M - $2.46M
|
143K
$18.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.2K- 92.95% |
$2.29M - $2.52M
|
2.06K
$273K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 30.39% |
$2.31M - $2.55M
|
63K
$8.32M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-27.7K- 97.2% |
$2.33M - $2.57M
|
798
$105K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-28.1K- 65.6% |
$2.36M - $2.6M
|
14.7K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-28.3K- 12.64% |
$2.38M - $2.62M
|
195K
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-28.5K- 37.73% |
$2.39M - $2.64M
|
47K
$6.21M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 52.56% |
$2.45M - $2.7M
|
26.3K
$3.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-30.5K- 57.86% |
$2.57M - $2.83M
|
22.2K
$2.94M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.7K- 60.72% |
$2.58M - $2.85M
|
19.9K
$2.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-31.7K- 28.74% |
$2.66M - $2.93M
|
78.5K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-32K- 85.77% |
$2.69M - $2.97M
|
5.32K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-32.9K- 59.85% |
$2.77M - $3.05M
|
22.1K
$2.92M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-33.4K- 43.93% |
$2.81M - $3.1M
|
42.7K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35K- 24.05% |
$2.94M - $3.24M
|
110K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35.1K- 25.76% |
$2.95M - $3.26M
|
101K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-36.3K- 46.1% |
$3.05M - $3.37M
|
42.5K
$5.62M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.5K- 8.15% |
$3.07M - $3.38M
|
411K
$54.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.5K- 53.09% |
$3.07M - $3.38M
|
32.3K
$4.27M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37K- 32.72% |
$3.11M - $3.43M
|
76K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-37.3K- 64.19% |
$3.13M - $3.45M
|
20.8K
$2.75M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40.1K- 46.18% |
$3.37M - $3.71M
|
46.7K
$6.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-40.4K- 38.13% |
$3.4M - $3.74M
|
65.5K
$8.66M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-40.5K- 31.99% |
$3.4M - $3.75M
|
86K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.2K- 6.9% |
$3.46M - $3.82M
|
556K
$73.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.9K- 52.69% |
$3.52M - $3.88M
|
37.6K
$4.97M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-53.9K- 47.8% |
$4.53M - $5M
|
58.9K
$7.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55.1K- 53.87% |
$4.63M - $5.1M
|
47.2K
$6.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-56.2K- 60.65% |
$4.72M - $5.21M
|
36.5K
$4.82M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-57K- 58.62% |
$4.79M - $5.28M
|
40.2K
$5.32M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-59.2K- 44.36% |
$4.98M - $5.49M
|
74.3K
$9.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59.4K- 14.53% |
$4.99M - $5.51M
|
350K
$46.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.5K- 32.76% |
$5M - $5.51M
|
122K
$16.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.7K- 20.52% |
$5.02M - $5.53M
|
231K
$30.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-62K- 39.35% |
$5.21M - $5.75M
|
95.6K
$12.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-62.4K- 28.91% |
$5.24M - $5.78M
|
153K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-63.9K- 3.75% |
$5.37M - $5.92M
|
1.64M
$216M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-64.6K- 47.58% |
$5.43M - $5.99M
|
71.2K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65.1K- 56.22% |
$5.47M - $6.03M
|
50.7K
$6.7M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-65.2K- 79.32% |
$5.48M - $6.04M
|
17K
$2.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-66.4K- 98.41% |
$5.58M - $6.15M
|
1.07K
$142K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-67.4K- 91.52% |
$5.66M - $6.24M
|
6.24K
$825K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-67.6K- 58.19% |
$5.68M - $6.26M
|
48.6K
$6.42M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-68.9K- 46.29% |
$5.79M - $6.39M
|
80K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-70.8K- 81.71% |
$5.95M - $6.56M
|
15.8K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-71.3K- 57.73% |
$6M - $6.61M
|
52.2K
$6.9M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-72.3K- 43.55% |
$6.07M - $6.7M
|
93.7K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-73K- 27.25% |
$6.13M - $6.76M
|
195K
$25.8M
|