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 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-16.9K- 26.31% |
$1.74M - $1.94M
|
47.3K
$6.25M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.2K- 68.29% |
$1.88M - $2.09M
|
8.46K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-18.2K- 9.63% |
$1.88M - $2.1M
|
171K
$22.6M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-18.4K- 67.88% |
$1.89M - $2.11M
|
8.7K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.8K- 8.36% |
$1.93M - $2.16M
|
206K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.3K- 17.75% |
$2.09M - $2.33M
|
94K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.3K- 11.76% |
$2.09M - $2.34M
|
152K
$20.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.7K- 51.73% |
$2.13M - $2.38M
|
19.3K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-21.5K- 74.37% |
$2.22M - $2.48M
|
7.42K
$981K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.6K- 50.17% |
$2.22M - $2.48M
|
21.4K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.6K- 10.42% |
$2.22M - $2.48M
|
185K
$24.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-21.8K- 39.47% |
$2.24M - $2.5M
|
33.4K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-22K- 47.82% |
$2.27M - $2.53M
|
24K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-22.5K- 64.27% |
$2.31M - $2.58M
|
12.5K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.7K- 19.82% |
$2.33M - $2.61M
|
91.8K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 27.41% |
$2.39M - $2.67M
|
61.4K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-23.4K- 4.42% |
$2.41M - $2.69M
|
505K
$66.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-24.5K- 32.47% |
$2.52M - $2.81M
|
50.9K
$6.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24.9K- 10.82% |
$2.56M - $2.86M
|
205K
$27.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25.3K- 44.78% |
$2.6M - $2.91M
|
31.2K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.3K- 63.09% |
$2.7M - $3.02M
|
15.4K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-26.7K- 27.73% |
$2.74M - $3.07M
|
69.5K
$9.19M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-26.7K- 62.63% |
$2.75M - $3.07M
|
16K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.8K- 20.69% |
$2.75M - $3.08M
|
103K
$13.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26.8K- 22.64% |
$2.76M - $3.08M
|
91.6K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-27K- 6.59% |
$2.78M - $3.1M
|
382K
$50.5M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-28.4K- 87.57% |
$2.92M - $3.26M
|
4.03K
$533K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30.9K- 38.5% |
$3.18M - $3.55M
|
49.4K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-33.2K- 4.02% |
$3.42M - $3.82M
|
793K
$105M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.6K- 9.56% |
$3.45M - $3.86M
|
317K
$42M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.7K- 30.88% |
$3.47M - $3.87M
|
75.4K
$9.97M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 28.9% |
$3.63M - $4.05M
|
86.7K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37.7K- 59.52% |
$3.88M - $4.34M
|
25.7K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.2K- 52.3% |
$3.93M - $4.39M
|
34.8K
$4.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38.3K- 62.15% |
$3.95M - $4.41M
|
23.4K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42K- 23.55% |
$4.32M - $4.83M
|
136K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-44.1K- 27.1% |
$4.54M - $5.07M
|
119K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.1K- 40.42% |
$4.54M - $5.07M
|
65.1K
$8.6M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-45.2K- 90.92% |
$4.65M - $5.19M
|
4.51K
$596K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-45.5K- 57.37% |
$4.68M - $5.23M
|
33.8K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.2K- 47.35% |
$5.06M - $5.65M
|
54.7K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.7K- 0.37% |
$5.12M - $5.71M
|
13.5M
$1.78B
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-49.8K- 76.39% |
$5.12M - $5.72M
|
15.4K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-50K- 27.38% |
$5.15M - $5.75M
|
133K
$17.5M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54.8K- 94.9% |
$5.64M - $6.3M
|
2.94K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-58.4K- 68.71% |
$6.01M - $6.72M
|
26.6K
$3.52M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-59.3K- 89.5% |
$6.1M - $6.82M
|
6.96K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-65.2K- 80.16% |
$6.71M - $7.49M
|
16.1K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-66.9K- 96.32% |
$6.89M - $7.7M
|
2.56K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-68.3K- 72.24% |
$7.03M - $7.85M
|
26.2K
$3.47M
|