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 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-257K- 44.42% |
$21.6M - $23.8M
|
322K
$42.5M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-264K- 63.16% |
$22.2M - $24.5M
|
154K
$20.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-279K- 56.57% |
$23.4M - $25.8M
|
214K
$28.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-300K- 64.23% |
$25.2M - $27.8M
|
167K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-304K- 40.48% |
$25.6M - $28.2M
|
447K
$59.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-305K- 35.22% |
$25.6M - $28.2M
|
561K
$74.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-340K- 51.22% |
$28.6M - $31.5M
|
324K
$42.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355K- 21.13% |
$29.8M - $32.9M
|
1.32M
$175M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-367K- 48.69% |
$30.8M - $34M
|
386K
$51.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-376K- 56.1% |
$31.6M - $34.8M
|
294K
$38.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-451K- 48.87% |
$37.9M - $41.7M
|
471K
$62.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-570K- 46.24% |
$47.9M - $52.8M
|
663K
$87.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-582K- 94.1% |
$48.9M - $53.9M
|
36.5K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-592K- 56.24% |
$49.8M - $54.9M
|
461K
$60.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-624K- 4.22% |
$52.4M - $57.8M
|
14.2M
$1.87B
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-662K- 65.18% |
$55.6M - $61.3M
|
353K
$46.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-787K- 64.32% |
$66.2M - $72.9M
|
437K
$57.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-877K- 45.79% |
$73.7M - $81.2M
|
1.04M
$137M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-951K- 55.63% |
$79.9M - $88.1M
|
758K
$100M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.71M- 62.48% |
$144M - $158M
|
1.03M
$136M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.82M- 52.29% |
$153M - $168M
|
1.66M
$219M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.99M- 19.12% |
$167M - $185M
|
8.42M
$1.11B
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.82M- 54.5% |
$237M - $261M
|
2.35M
$311M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.86M- 42.26% |
$240M - $265M
|
3.91M
$517M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.93M- 56.84% |
$246M - $272M
|
2.23M
$294M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.41M- 36.66% |
$370M - $408M
|
7.62M
$1.01B
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4.46M- 62.41% |
$375M - $413M
|
2.68M
$355M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.18M- 52.73% |
$519M - $572M
|
5.54M
$732M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.4M- 57.12% |
$2.55B - $2.81B
|
22.8M
$3.01B
|