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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.11K- 5.42% |
$93.1K - $103K
|
19.3K
$2.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 16.7% |
$94.8K - $104K
|
5.63K
$744K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.17K- 1.72% |
$98.5K - $109K
|
66.8K
$8.83M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.26K- 1.91% |
$106K - $117K
|
64.6K
$8.54M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.35K- 23.12% |
$113K - $125K
|
4.47K
$591K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.35K- 2.87% |
$113K - $125K
|
45.7K
$6.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.46K- 18.37% |
$123K - $135K
|
6.49K
$858K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 25.91% |
$128K - $141K
|
4.35K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.56K- 11.9% |
$131K - $145K
|
11.6K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.63K- 1.12% |
$137K - $151K
|
144K
$19M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.65K- 6.14% |
$139K - $153K
|
25.2K
$3.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.7K- 28.75% |
$143K - $158K
|
4.22K
$558K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.73K- 2.6% |
$145K - $160K
|
64.5K
$8.53M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.75K- 16.16% |
$147K - $162K
|
9.09K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.76K- 4.32% |
$148K - $163K
|
39K
$5.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.82K- 3.34% |
$153K - $168K
|
52.7K
$6.96M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.84K- 71.48% |
$155K - $171K
|
735
$97.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.94K- 15.78% |
$163K - $179K
|
10.3K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.99K- 1.89% |
$167K - $184K
|
103K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2K- 20.76% |
$168K - $185K
|
7.63K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2K- 45.24% |
$168K - $185K
|
2.42K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.04K- 11.33% |
$171K - $189K
|
15.9K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.06K- 33.37% |
$173K - $191K
|
4.11K
$544K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.19K- 25.46% |
$184K - $203K
|
6.41K
$848K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.22K- 5.43% |
$186K - $205K
|
38.6K
$5.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.23K- 19.75% |
$188K - $207K
|
9.07K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.29K- 17.21% |
$192K - $212K
|
11K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.31K- 44.34% |
$194K - $214K
|
2.9K
$383K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.31K- 28.88% |
$194K - $214K
|
5.69K
$752K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.33K- 39.47% |
$196K - $216K
|
3.58K
$473K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.4K- 4.94% |
$201K - $222K
|
46.1K
$6.1M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.41K- 10.06% |
$203K - $224K
|
21.6K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.44K- 16.19% |
$205K - $226K
|
12.6K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.46K- 5.83% |
$207K - $228K
|
39.8K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.46K- 16.07% |
$207K - $228K
|
12.9K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-2.68K- 25.07% |
$225K - $248K
|
8K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.71K- 10.54% |
$228K - $251K
|
23K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 51.03% |
$235K - $259K
|
2.69K
$355K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.93K- 7.1% |
$246K - $271K
|
38.3K
$5.06M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.95K- 36.4% |
$248K - $273K
|
5.16K
$682K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.06K- 4.73% |
$257K - $284K
|
61.6K
$8.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.11K- 24.42% |
$261K - $288K
|
9.62K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.12K- 47.91% |
$262K - $289K
|
3.39K
$448K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.23K- 24.52% |
$271K - $299K
|
9.93K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.28K- 13.65% |
$276K - $304K
|
20.8K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.29K- 34.38% |
$277K - $305K
|
6.28K
$830K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.63K- 29.46% |
$305K - $337K
|
8.7K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.68K- 1.46% |
$309K - $341K
|
248K
$32.8M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.69K- 1.41% |
$310K - $342K
|
258K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 67.64% |
$313K - $345K
|
1.78K
$235K
|