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 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
133+ 1.4% |
$11.2K - $12.3K
|
9.63K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
131+ 28.23% |
$11K - $12.1K
|
595
$78.7K
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
120+ 0.84% |
$10.1K - $11.1K
|
14.4K
$1.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
114New |
$9.58K - $10.6K
|
114
$15.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
106+ 4.24% |
$8.91K - $9.82K
|
2.61K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
103+ 412.0% |
$8.66K - $9.54K
|
128
$16.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
103+ 0.41% |
$8.66K - $9.54K
|
25.1K
$3.32M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.36% |
$8.41K - $9.26K
|
28.1K
$3.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$8.15K - $8.99K
|
97
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
96New |
$8.07K - $8.89K
|
96
$12.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
81+ 2.04% |
$6.81K - $7.5K
|
4.06K
$537K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
78+ 15.92% |
$6.56K - $7.23K
|
568
$75.1K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
69+ 0.54% |
$5.8K - $6.39K
|
12.9K
$1.7M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
63+ 0.71% |
$5.3K - $5.84K
|
8.93K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
62+ 2.06% |
$5.21K - $5.74K
|
3.08K
$407K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
60New |
$5.04K - $5.56K
|
60
$7.93K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
58New |
$4.87K - $5.37K
|
58
$7.67K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
56+ 1.74% |
$4.71K - $5.19K
|
3.27K
$432K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
55+ 1.74% |
$4.62K - $5.1K
|
3.23K
$426K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
54+ 0.79% |
$4.54K - $5K
|
6.9K
$913K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.14% |
$4.37K - $4.82K
|
36.4K
$4.81M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
50+ 1.5% |
$4.2K - $4.63K
|
3.39K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.61% |
$3.61K - $3.98K
|
7.09K
$937K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
39+ 0.4% |
$3.28K - $3.61K
|
9.75K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38+ 0.5% |
$3.19K - $3.52K
|
7.6K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
36+ 1.04% |
$3.03K - $3.34K
|
3.49K
$462K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31New |
$2.61K - $2.87K
|
31
$4.1K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
30+ 0.9% |
$2.52K - $2.78K
|
3.38K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
29+ 0.04% |
$2.44K - $2.69K
|
77.4K
$10.2M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.36% |
$2.27K - $2.5K
|
7.58K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27+ 0.42% |
$2.27K - $2.5K
|
6.44K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
25+ 0.42% |
$2.1K - $2.32K
|
5.94K
$785K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
24+ 0.31% |
$2.02K - $2.22K
|
7.69K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 133.33% |
$2.02K - $2.22K
|
42
$5.55K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23+ 5.85% |
$1.93K - $2.13K
|
416
$55K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
22+ 0.67% |
$1.85K - $2.04K
|
3.32K
$439K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
22+ 0.52% |
$1.85K - $2.04K
|
4.29K
$567K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
21+ 0.63% |
$1.77K - $1.95K
|
3.37K
$446K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
21+ 0.15% |
$1.77K - $1.95K
|
13.6K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 15.04% |
$1.68K - $1.85K
|
153
$20.2K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.54% |
$1.68K - $1.85K
|
3.74K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$1.68K - $1.85K
|
20
$2.64K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.44% |
$1.43K - $1.57K
|
3.91K
$517K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.53% |
$1.43K - $1.57K
|
3.2K
$423K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13+ 650.0% |
$1.09K - $1.2K
|
15
$1.98K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 6.47% |
$925 - $1.02K
|
181
$23.9K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
11+ 0.08% |
$925 - $1.02K
|
14.6K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.33% |
$841 - $926
|
3.02K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10+ 0.22% |
$841 - $926
|
4.57K
$604K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.5% |
$841 - $926
|
2.02K
$266K
|