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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.4K- 2.83% |
$7.04M - $7.87M
|
2.35M
$310M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-70.5K- 87.68% |
$7.25M - $8.1M
|
9.9K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-74.1K- 41.67% |
$7.63M - $8.52M
|
104K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-75.3K- 92.54% |
$7.74M - $8.65M
|
6.07K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-76.6K- 54.52% |
$7.88M - $8.8M
|
63.9K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-77.8K- 72.34% |
$8M - $8.94M
|
29.7K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-81.6K- 2.14% |
$8.39M - $9.38M
|
3.72M
$492M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87.2K- 25.17% |
$8.97M - $10M
|
259K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-93.3K- 43.85% |
$9.6M - $10.7M
|
119K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-97.7K- 51.06% |
$10.1M - $11.2M
|
93.7K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-98.2K- 82.68% |
$10.1M - $11.3M
|
20.6K
$2.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-100K- 83.36% |
$10.3M - $11.5M
|
20K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 10.04% |
$10.9M - $12.2M
|
951K
$126M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-116K- 18.03% |
$11.9M - $13.3M
|
526K
$69.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-124K- 81.23% |
$12.8M - $14.2M
|
28.6K
$3.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-135K- 91.74% |
$13.9M - $15.6M
|
12.2K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136K- 60.32% |
$14M - $15.6M
|
89.5K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-140K- 62.73% |
$14.4M - $16.1M
|
83.3K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-150K- 40.82% |
$15.4M - $17.2M
|
217K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-181K- 25.66% |
$18.6M - $20.8M
|
524K
$69.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-223K- 57.1% |
$22.9M - $25.6M
|
167K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-226K- 64.63% |
$23.2M - $25.9M
|
124K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-228K- 76.42% |
$23.5M - $26.2M
|
70.3K
$9.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-344K- 98.6% |
$35.4M - $39.5M
|
4.87K
$644K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-404K- 93.79% |
$41.6M - $46.5M
|
26.8K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-430K- 67.75% |
$44.3M - $49.4M
|
205K
$27.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-446K- 14.01% |
$45.9M - $51.3M
|
2.74M
$362M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-446K- 14.01% |
$45.9M - $51.3M
|
2.74M
$362M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-487K- 15.11% |
$50.1M - $56M
|
2.74M
$362M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-641K- 56.13% |
$65.9M - $73.6M
|
501K
$66.2M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-817K- 15.47% |
$84M - $93.9M
|
4.46M
$590M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-988K- 64.89% |
$102M - $114M
|
535K
$70.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-991K- 76.36% |
$102M - $114M
|
307K
$40.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1M- 68.49% |
$103M - $115M
|
461K
$60.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.01M- 98.8% |
$104M - $117M
|
12.3K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.13M- 59.81% |
$116M - $130M
|
758K
$100M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.36M- 40.54% |
$140M - $157M
|
2M
$265M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.06M- 63.49% |
$830M - $927M
|
4.64M
$613M
|