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 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.73K- 56.3% |
$314K - $346K
|
2.9K
$383K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3.93K- 55.71% |
$330K - $364K
|
3.12K
$413K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-4.01K- 19.74% |
$337K - $372K
|
16.3K
$2.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.1K- 46.05% |
$345K - $380K
|
4.81K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.23K- 36.25% |
$355K - $391K
|
7.43K
$983K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.24K- 4.99% |
$356K - $393K
|
80.8K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.47K- 32.83% |
$376K - $414K
|
9.15K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.51K- 5.43% |
$379K - $418K
|
78.5K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.75K- 17.71% |
$399K - $440K
|
22.1K
$2.92M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.77K- 37.47% |
$401K - $442K
|
7.96K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.86K- 22.24% |
$408K - $450K
|
17K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.87K- 43.07% |
$410K - $451K
|
6.44K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.95K- 12.53% |
$416K - $458K
|
34.5K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.95K- 29.67% |
$416K - $458K
|
11.7K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.98K- 57.17% |
$418K - $461K
|
3.73K
$493K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.06K- 54.32% |
$425K - $469K
|
4.26K
$563K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.1K- 11.2% |
$428K - $472K
|
40.4K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.1K- 1.76% |
$428K - $472K
|
284K
$37.5M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.12K- 6.09% |
$431K - $475K
|
79K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.19K- 48.11% |
$436K - $480K
|
5.59K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5.3K- 91.04% |
$446K - $491K
|
522
$69K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.34K- 27.06% |
$449K - $495K
|
14.4K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.46K- 42.22% |
$459K - $506K
|
7.47K
$988K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.47K- 65.94% |
$460K - $507K
|
2.83K
$374K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 6.85% |
$470K - $518K
|
76K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.64K- 33.17% |
$474K - $522K
|
11.4K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.72K- 65.4% |
$481K - $530K
|
3.03K
$400K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5.73K- 6.87% |
$481K - $531K
|
77.6K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 13.61% |
$509K - $561K
|
38.5K
$5.09M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-6.32K- 21.97% |
$531K - $585K
|
22.5K
$2.97M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.66K- 61.71% |
$559K - $617K
|
4.13K
$546K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6.9K- 39.41% |
$580K - $639K
|
10.6K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.54K- 69.5% |
$634K - $699K
|
3.31K
$438K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-7.65K- 59.02% |
$643K - $709K
|
5.31K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.84K- 69.27% |
$659K - $726K
|
3.48K
$460K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-7.87K- 20.45% |
$661K - $729K
|
30.6K
$4.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-8.17K- 36.27% |
$687K - $757K
|
14.4K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.18K- 14.81% |
$687K - $758K
|
47K
$6.22M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-8.36K- 58.85% |
$702K - $774K
|
5.84K
$773K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-8.37K- 11.09% |
$703K - $775K
|
67.1K
$8.87M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.64K- 65.45% |
$726K - $800K
|
4.56K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.17K- 12.88% |
$770K - $849K
|
62K
$8.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-9.36K- 16.2% |
$786K - $867K
|
48.4K
$6.4M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.36K- 56.21% |
$787K - $867K
|
7.29K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.45K- 19.97% |
$794K - $875K
|
37.9K
$5.01M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.59K- 31.64% |
$806K - $889K
|
20.7K
$2.74M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.68K- 35.55% |
$814K - $897K
|
17.5K
$2.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.68K- 60.95% |
$814K - $897K
|
6.2K
$820K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.3K- 73.44% |
$866K - $955K
|
3.73K
$493K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-10.4K- 65.71% |
$873K - $962K
|
5.42K
$716K
|