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 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.01% |
$841 - $926
|
107K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8+ 114.29% |
$672 - $741
|
15
$1.98K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.25% |
$504 - $556
|
2.45K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.18% |
$420 - $463
|
2.8K
$370K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$336 - $371
|
10.8K
$1.42M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$252 - $278
|
543
$71.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.1% |
$252 - $278
|
2.95K
$390K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$168 - $185
|
6.66K
$881K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$84.1 - $92.6
|
1
$132
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$84.1 - $92.6
|
4.82K
$636K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$84.1 - $92.6
|
109
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$84.1 - $92.6
|
8.74K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2- 0.53% |
$168 - $185
|
378
$50K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-4- 0.15% |
$336 - $371
|
2.64K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11- 8.4% |
$925 - $1.02K
|
120
$15.9K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.45% |
$925 - $1.02K
|
2.45K
$324K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13- 0.11% |
$1.09K - $1.2K
|
11.9K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-16- 0.58% |
$1.34K - $1.48K
|
2.74K
$362K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16- 0.02% |
$1.34K - $1.48K
|
92.1K
$12.2M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16Closed |
$1.34K - $1.48K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-18- 4.0% |
$1.51K - $1.67K
|
432
$57.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-22- 0.47% |
$1.85K - $2.04K
|
4.7K
$622K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-25- 1.39% |
$2.1K - $2.32K
|
1.78K
$235K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 1.39% |
$2.1K - $2.32K
|
1.78K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.63% |
$2.27K - $2.5K
|
4.24K
$561K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-34- 10.06% |
$2.86K - $3.15K
|
304
$40.2K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.85% |
$3.11K - $3.43K
|
4.32K
$571K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-43- 0.99% |
$3.61K - $3.98K
|
4.3K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-52- 2.02% |
$4.37K - $4.82K
|
2.52K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-60- 18.69% |
$5.04K - $5.56K
|
261
$34.5K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-77- 2.72% |
$6.47K - $7.13K
|
2.76K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-87- 2.44% |
$7.31K - $8.06K
|
3.47K
$459K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 2.22% |
$7.48K - $8.24K
|
3.92K
$518K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-96- 1.16% |
$8.07K - $8.89K
|
8.19K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-136- 10.33% |
$11.4K - $12.6K
|
1.18K
$156K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-142- 10.53% |
$11.9K - $13.2K
|
1.21K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-143- 1.83% |
$12K - $13.2K
|
7.67K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-154- 1.71% |
$12.9K - $14.3K
|
8.83K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-156- 3.12% |
$13.1K - $14.5K
|
4.84K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-163- 1.74% |
$13.7K - $15.1K
|
9.18K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-186- 5.61% |
$15.6K - $17.2K
|
3.13K
$414K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-200- 2.58% |
$16.8K - $18.5K
|
7.56K
$999K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-205- 2.75% |
$17.2K - $19K
|
7.26K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-210- 5.37% |
$17.7K - $19.5K
|
3.7K
$489K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-226- 0.49% |
$19K - $20.9K
|
46.3K
$6.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-228- 8.65% |
$19.2K - $21.1K
|
2.41K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-236- 2.21% |
$19.8K - $21.9K
|
10.4K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 5.31% |
$19.9K - $22K
|
4.23K
$559K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-243- 66.03% |
$20.4K - $22.5K
|
125
$16.5K
|