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 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-248- 3.05% |
$20.8K - $23K
|
7.89K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-255- 4.35% |
$21.4K - $23.6K
|
5.61K
$742K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-265- 1.02% |
$22.3K - $24.5K
|
25.8K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-269- 2.87% |
$22.6K - $24.9K
|
9.1K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-271- 18.85% |
$22.8K - $25.1K
|
1.17K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-282- 4.01% |
$23.7K - $26.1K
|
6.75K
$892K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-313- 11.32% |
$26.3K - $29K
|
2.45K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-329- 1.51% |
$27.7K - $30.5K
|
21.5K
$2.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.58% |
$27.8K - $30.7K
|
6.89K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-332- 7.66% |
$27.9K - $30.8K
|
4K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-341- 1.39% |
$28.7K - $31.6K
|
24.2K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-343- 12.65% |
$28.8K - $31.8K
|
2.37K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-357- 2.01% |
$30K - $33.1K
|
17.4K
$2.3M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-379- 13.8% |
$31.9K - $35.1K
|
2.37K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-410- 11.18% |
$34.5K - $38K
|
3.26K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-416- 4.05% |
$35K - $38.5K
|
9.85K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-426- 63.49% |
$35.8K - $39.5K
|
245
$32.4K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-428- 5.12% |
$36K - $39.6K
|
7.94K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-440- 8.92% |
$37K - $40.8K
|
4.49K
$594K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-449- 14.23% |
$37.7K - $41.6K
|
2.71K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-460- 13.09% |
$38.7K - $42.6K
|
3.05K
$404K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-461- 37.48% |
$38.7K - $42.7K
|
769
$102K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-475- 1.02% |
$39.9K - $44K
|
46.2K
$6.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-494- 13.05% |
$41.5K - $45.8K
|
3.29K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-496- 14.74% |
$41.7K - $45.9K
|
2.87K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-515- 8.72% |
$43.3K - $47.7K
|
5.39K
$713K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-527- 4.05% |
$44.3K - $48.8K
|
12.5K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-587- 18.35% |
$49.3K - $54.4K
|
2.61K
$345K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-596- 5.8% |
$50.1K - $55.2K
|
9.67K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-598- 57.95% |
$50.3K - $55.4K
|
434
$57.4K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-612- 20.78% |
$51.4K - $56.7K
|
2.33K
$308K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-623- 5.71% |
$52.4K - $57.7K
|
10.3K
$1.36M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-623- 10.15% |
$52.4K - $57.7K
|
5.51K
$729K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-660- 3.71% |
$55.5K - $61.1K
|
17.1K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-696- 12.94% |
$58.5K - $64.5K
|
4.68K
$619K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-714- 4.63% |
$60K - $66.1K
|
14.7K
$1.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-717- 1.14% |
$60.3K - $66.4K
|
62.2K
$8.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-738- 9.94% |
$62K - $68.4K
|
6.69K
$884K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-791- 5.8% |
$66.5K - $73.3K
|
12.8K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-844- 5.46% |
$70.9K - $78.2K
|
14.6K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-925- 46.79% |
$77.7K - $85.7K
|
1.05K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-941- 15.07% |
$79.1K - $87.2K
|
5.3K
$701K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-942- 27.62% |
$79.2K - $87.3K
|
2.47K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-992- 1.25% |
$83.4K - $91.9K
|
78.2K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 23.47% |
$84.1K - $92.6K
|
3.26K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 7.01% |
$86.1K - $94.9K
|
13.6K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 16.64% |
$88.2K - $97.2K
|
5.26K
$695K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.07K- 5.05% |
$89.5K - $98.7K
|
20K
$2.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.08K- 52.68% |
$90.9K - $100K
|
972
$128K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.09K- 2.22% |
$91.5K - $101K
|
48K
$6.35M
|