Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2024. 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 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 23.44% |
$218K - $243K
|
6.92K
$914K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.12K- 3.82% |
$219K - $244K
|
53.4K
$7.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.16K- 13.07% |
$223K - $249K
|
14.4K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.19K- 40.28% |
$225K - $252K
|
3.24K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.21K- 19.25% |
$228K - $254K
|
9.28K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 50.73% |
$235K - $262K
|
2.22K
$293K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.3K- 1.72% |
$237K - $265K
|
132K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.31K- 19.51% |
$237K - $265K
|
9.52K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.37K- 47.06% |
$244K - $273K
|
2.67K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.38K- 42.89% |
$244K - $273K
|
3.16K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.44K- 1.51% |
$251K - $280K
|
159K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.44K- 20.89% |
$251K - $280K
|
9.23K
$1.22M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 37.7% |
$256K - $285K
|
4.1K
$542K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.59K- 59.82% |
$267K - $298K
|
1.74K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.68K- 22.91% |
$275K - $308K
|
9.01K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.74K- 18.46% |
$282K - $315K
|
12.1K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.8K- 13.48% |
$288K - $321K
|
17.9K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.95K- 33.41% |
$303K - $339K
|
5.88K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.95K- 10.57% |
$304K - $340K
|
25K
$3.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.96K- 14.06% |
$304K - $340K
|
18.1K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.97K- 50.0% |
$306K - $342K
|
2.97K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3K- 4.66% |
$308K - $345K
|
61.3K
$8.11M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.07K- 50.18% |
$316K - $353K
|
3.05K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.07K- 28.11% |
$316K - $353K
|
7.85K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-3.09K- 49.82% |
$318K - $356K
|
3.12K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.14K- 20.69% |
$323K - $361K
|
12.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.17K- 6.15% |
$326K - $364K
|
48.3K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.28K- 28.89% |
$338K - $377K
|
8.08K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 14.89% |
$340K - $380K
|
18.9K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.37K- 31.95% |
$347K - $388K
|
7.18K
$949K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.46K- 49.12% |
$356K - $397K
|
3.58K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.64K- 3.04% |
$375K - $418K
|
116K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.74K- 19.7% |
$385K - $430K
|
15.3K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.75K- 9.03% |
$386K - $431K
|
37.8K
$4.99M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.14K- 25.49% |
$426K - $476K
|
12.1K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.34K- 25.76% |
$447K - $499K
|
12.5K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.59K- 12.64% |
$473K - $528K
|
31.7K
$4.19M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.64K- 22.78% |
$477K - $533K
|
15.7K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.84K- 3.36% |
$498K - $556K
|
139K
$18.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.08K- 32.24% |
$522K - $584K
|
10.7K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.17K- 83.31% |
$532K - $594K
|
1.04K
$137K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.32K- 12.55% |
$547K - $612K
|
37.1K
$4.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.39K- 73.48% |
$555K - $620K
|
1.95K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.46K- 45.59% |
$561K - $627K
|
6.51K
$861K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.46K- 54.42% |
$562K - $627K
|
4.57K
$604K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.74K- 33.65% |
$591K - $660K
|
11.3K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.74K- 31.51% |
$591K - $660K
|
12.5K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.77K- 36.36% |
$594K - $663K
|
10.1K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.87K- 44.05% |
$604K - $674K
|
7.45K
$985K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.11K- 15.36% |
$628K - $702K
|
33.7K
$4.45M
|