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 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$261K - $287K
|
3.1K
$410K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.1K+ 123.89% |
$260K - $287K
|
5.6K
$740K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.05K+ 751.97% |
$257K - $283K
|
3.46K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.93K+ 42.99% |
$246K - $271K
|
9.75K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.85K+ 578.25% |
$239K - $264K
|
3.34K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.84KNew |
$238K - $263K
|
2.84K
$375K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.75KNew |
$231K - $255K
|
2.75K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2.65K+ 2.8% |
$223K - $245K
|
97.2K
$12.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.58K+ 11.74% |
$217K - $239K
|
24.6K
$3.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.5K+ 88.44% |
$210K - $232K
|
5.33K
$705K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.46KNew |
$207K - $228K
|
2.46K
$326K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.45KNew |
$206K - $227K
|
2.45K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 19.7% |
$205K - $226K
|
14.8K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$201K - $221K
|
2.39K
$316K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.38KNew |
$200K - $220K
|
2.38K
$315K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.38K+ 5.47% |
$200K - $220K
|
45.8K
$6.06M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
2.36KNew |
$198K - $218K
|
2.36K
$311K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.36K+ 10.2% |
$198K - $218K
|
25.4K
$3.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.35K+ 44.65% |
$197K - $217K
|
7.6K
$1.01M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.32KNew |
$195K - $215K
|
2.32K
$307K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.31KNew |
$194K - $214K
|
2.31K
$306K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.31K+ 19.81% |
$194K - $214K
|
14K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.27KNew |
$191K - $210K
|
2.27K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.25KNew |
$189K - $209K
|
2.25K
$298K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2.24K+ 12.17% |
$189K - $208K
|
20.7K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.23K+ 2.23% |
$188K - $207K
|
102K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.22KNew |
$187K - $206K
|
2.22K
$294K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.9K+ 5.94% |
$160K - $176K
|
33.9K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.88K+ 222.13% |
$158K - $174K
|
2.72K
$360K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.87K+ 3.66% |
$157K - $173K
|
52.8K
$6.98M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1.81K+ 20.6% |
$152K - $168K
|
10.6K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.78K+ 4.22% |
$149K - $165K
|
43.9K
$5.8M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.73K+ 33.8% |
$146K - $161K
|
6.86K
$907K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.72K+ 34.0% |
$144K - $159K
|
6.76K
$894K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 193.86% |
$143K - $158K
|
2.58K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.68K+ 8.95% |
$141K - $155K
|
20.4K
$2.7M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.62K+ 31.4% |
$136K - $150K
|
6.76K
$894K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.53K+ 7.67% |
$128K - $141K
|
21.4K
$2.83M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52K+ 43.64% |
$128K - $141K
|
5.01K
$663K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 19.81% |
$127K - $140K
|
9.12K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4KNew |
$118K - $130K
|
1.4K
$185K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38K+ 3833.33% |
$116K - $128K
|
1.42K
$187K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.26KNew |
$105K - $116K
|
1.26K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.23K+ 6.14% |
$103K - $114K
|
21.2K
$2.8M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.22K+ 23.23% |
$102K - $113K
|
6.45K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.2K+ 20.0% |
$101K - $112K
|
7.22K
$955K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.2K+ 12.76% |
$100K - $111K
|
10.6K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.19K+ 13.32% |
$100K - $111K
|
10.2K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 2.94% |
$95.3K - $105K
|
39.8K
$5.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.09K+ 0.87% |
$92K - $101K
|
126K
$16.7M
|