Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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
Pfg Investments, LLC

Woodbury, NY
BUY
 -
11.2K
New
$942K - $1.04M
11.2K $1.48M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.2K
+ 31.8%
$938K - $1.03M
46.3K $6.11M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
9.94K
+ 412.45%
$835K - $921K
12.4K $1.63M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
9.16K
New
$770K - $848K
9.16K $1.21M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
9.13K
+ 0.98%
$767K - $846K
942K $124M
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
9.06K
+ 5.27%
$761K - $839K
181K $23.9M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
8.31K
+ 32.98%
$699K - $770K
33.5K $4.43M
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
8.22K
+ 5.48%
$691K - $761K
158K $20.9M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
8.12K
+ 215.64%
$682K - $752K
11.9K $1.57M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
7.7K
New
$647K - $713K
7.7K $1.02M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
7.53K
+ 188200.0%
$633K - $697K
7.53K $996K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
7.48K
New
$628K - $693K
7.48K $988K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
7.32K
+ 5.94%
$615K - $678K
131K $17.3M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
7.01K
New
$589K - $649K
7.01K $927K
May 01, 2023 Q1 2023
Crestone Asset Management LLC

BUY
 -
6.91K
+ 62.02%
$581K - $640K
18.1K $2.39M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
6.67K
+ 26.96%
$561K - $618K
31.4K $4.15M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
6.63K
+ 1.8%
$557K - $614K
375K $49.6M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
6.57K
+ 114.37%
$552K - $608K
12.3K $1.63M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
6.56K
+ 53.32%
$552K - $608K
18.9K $2.49M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.43K
+ 4.22%
$540K - $596K
159K $21M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.02K
+ 9.89%
$506K - $558K
66.9K $8.85M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
5.85K
+ 24.73%
$492K - $542K
29.5K $3.9M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
5.6K
New
$470K - $518K
5.6K $740K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
5.45K
+ 9.58%
$458K - $505K
62.4K $8.24M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
5.25K
+ 1005.75%
$441K - $486K
5.77K $763K
Apr 10, 2023 Q1 2023
Parkside Advisors LLC

BUY
 -
5.02K
+ 10.57%
$422K - $465K
52.6K $6.95M
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
4.88K
New
$410K - $452K
4.88K $645K
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
4.8K
New
$403K - $445K
4.8K $635K
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
4.71K
New
$396K - $437K
4.71K $623K
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
4.65K
New
$391K - $431K
4.65K $615K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
4.59K
+ 114.63%
$385K - $425K
8.59K $1.13M
May 12, 2023 Q1 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
4.54K
New
$382K - $421K
4.54K $601K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
4.39K
+ 8.68%
$369K - $407K
55K $7.27M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
4.29K
New
$361K - $397K
4.29K $567K
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
4.2K
New
$353K - $389K
4.2K $556K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
4.18K
+ 31.33%
$351K - $387K
17.5K $2.31M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
4.15K
New
$349K - $384K
4.15K $548K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
4.13K
+ 7.43%
$347K - $383K
59.8K $7.9M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
4.1K
New
$345K - $380K
4.1K $542K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
4.07K
+ 84.38%
$342K - $377K
8.9K $1.18M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.04K
New
$339K - $374K
4.04K $533K
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.77K
+ 6.69%
$317K - $349K
60.1K $7.95M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
3.67K
New
$308K - $340K
3.67K $485K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.5K
+ 70.0%
$294K - $324K
8.5K $1.12M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
3.39K
+ 97.53%
$285K - $314K
6.87K $908K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
3.19K
New
$268K - $295K
3.19K $422K
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
3.18K
New
$268K - $295K
3.18K $421K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.17K
+ 7.01%
$266K - $293K
48.3K $6.39M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
3.1K
New
$261K - $287K
3.1K $410K

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