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
|
Betterment LLC
New York, NY |
BUY
|
- |
8.84K+ 0.35% |
$910K - $1.02M
|
2.56M
$339M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.83K+ 403.06% |
$909K - $1.02M
|
11K
$1.46M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.6K+ 38.4% |
$885K - $989K
|
31K
$4.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.3K+ 13.24% |
$854K - $954K
|
70.9K
$9.38M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.3K+ 13.24% |
$854K - $954K
|
70.9K
$9.38M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8.19K+ 49.36% |
$843K - $942K
|
24.8K
$3.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.78K+ 14.57% |
$801K - $894K
|
61.2K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.54KNew |
$775K - $866K
|
7.54K
$996K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.18KNew |
$739K - $826K
|
7.18K
$950K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.93K+ 5.02% |
$713K - $796K
|
145K
$19.1M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.75K+ 34.44% |
$695K - $776K
|
26.3K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.62K+ 180.72% |
$681K - $761K
|
10.3K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.59K+ 52.58% |
$678K - $758K
|
19.1K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.27K+ 75.28% |
$646K - $721K
|
14.6K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
6.26KNew |
$644K - $720K
|
6.26K
$828K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.07KNew |
$625K - $698K
|
6.07K
$802K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.96KNew |
$613K - $685K
|
5.96K
$788K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.25K+ 506.96% |
$540K - $603K
|
6.28K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.98KNew |
$512K - $572K
|
4.98K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.54KNew |
$467K - $522K
|
4.54K
$600K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.51K+ 4.84% |
$464K - $519K
|
97.7K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.29KNew |
$442K - $493K
|
4.29K
$567K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.29KNew |
$441K - $493K
|
4.29K
$567K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22K+ 35.49% |
$434K - $485K
|
16.1K
$2.13M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.94K+ 23.49% |
$405K - $453K
|
20.7K
$2.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.77K+ 73.11% |
$388K - $434K
|
8.93K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75K+ 9.61% |
$386K - $431K
|
42.8K
$5.65M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.67KNew |
$377K - $421K
|
3.67K
$484K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
3.59KNew |
$370K - $413K
|
3.59K
$475K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.58K+ 3.74% |
$368K - $411K
|
99.3K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.53K+ 1.92% |
$363K - $405K
|
187K
$24.7M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.31KNew |
$340K - $380K
|
3.31K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.26K+ 22.86% |
$335K - $375K
|
17.5K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.11KNew |
$320K - $357K
|
3.11K
$411K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
3.09K+ 11.58% |
$318K - $355K
|
29.8K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.04K+ 39.94% |
$313K - $349K
|
10.6K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 5.28% |
$309K - $345K
|
59.9K
$7.91M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$299K - $335K
|
2.91K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.89K+ 78.73% |
$297K - $332K
|
6.56K
$867K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 18.39% |
$293K - $328K
|
18.4K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.76K+ 30.64% |
$284K - $318K
|
11.8K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.62KNew |
$269K - $301K
|
2.62K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.59KNew |
$267K - $298K
|
2.59K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.57KNew |
$265K - $296K
|
2.57K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.57K+ 6.13% |
$264K - $295K
|
44.4K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.54K+ 88.88% |
$261K - $292K
|
5.4K
$714K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
2.45K+ 44.39% |
$253K - $282K
|
7.98K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.22KNew |
$229K - $256K
|
2.22K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.19K+ 14.44% |
$225K - $252K
|
17.3K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.17KNew |
$223K - $249K
|
2.17K
$287K
|