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
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.03KNew |
$209K - $233K
|
2.03K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$208K - $232K
|
2.02K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 76.66% |
$201K - $224K
|
4.5K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.95KNew |
$200K - $224K
|
1.95K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 31.7% |
$199K - $222K
|
8.03K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.9KNew |
$195K - $218K
|
1.9K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.89KNew |
$194K - $217K
|
1.89K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.87KNew |
$192K - $215K
|
1.87K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.86KNew |
$191K - $213K
|
1.86K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.85KNew |
$190K - $212K
|
1.85K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.83KNew |
$188K - $210K
|
1.83K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79KNew |
$185K - $206K
|
1.79K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.76KNew |
$181K - $202K
|
1.76K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$180K - $201K
|
1.75K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.58K+ 9.36% |
$163K - $182K
|
18.5K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.52K+ 8.27% |
$156K - $174K
|
19.9K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.43K+ 26.96% |
$147K - $165K
|
6.75K
$892K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.42K+ 56.97% |
$146K - $164K
|
3.92K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.39K+ 9.57% |
$143K - $159K
|
15.9K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.29K+ 13.18% |
$133K - $148K
|
11.1K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 1.38% |
$130K - $145K
|
93K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26K+ 2.29% |
$129K - $145K
|
56.2K
$7.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.25K+ 2.71% |
$128K - $143K
|
47.2K
$6.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.22K+ 8.47% |
$125K - $140K
|
15.6K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.18K+ 3.62% |
$121K - $135K
|
33.7K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.15K+ 17.92% |
$118K - $132K
|
7.54K
$996K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.08K+ 2.84% |
$111K - $124K
|
39K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.02K+ 3.36% |
$105K - $117K
|
31.4K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
978+ 20.38% |
$101K - $112K
|
5.78K
$764K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
924+ 3.85% |
$95.1K - $106K
|
24.9K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
874New |
$89.9K - $100K
|
874
$116K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
868New |
$89.3K - $99.8K
|
868
$115K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
863+ 3.83% |
$88.8K - $99.2K
|
23.4K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
863+ 5.27% |
$88.8K - $99.2K
|
17.2K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
813+ 12.72% |
$83.7K - $93.5K
|
7.2K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
807+ 9.21% |
$83K - $92.8K
|
9.57K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
796+ 14.8% |
$81.9K - $91.5K
|
6.17K
$816K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
783+ 6.41% |
$80.6K - $90K
|
13K
$1.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
776+ 1.1% |
$79.9K - $89.2K
|
71.4K
$9.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
771+ 642.5% |
$79.3K - $88.6K
|
891
$118K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
769+ 32.45% |
$79.1K - $88.4K
|
3.14K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
767+ 0.02% |
$78.9K - $88.2K
|
4.58M
$606M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
763+ 15.64% |
$78.5K - $87.7K
|
5.64K
$746K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
739+ 17.97% |
$76.1K - $85K
|
4.85K
$641K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
736+ 3.38% |
$75.7K - $84.6K
|
22.5K
$2.98M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
730New |
$75.1K - $83.9K
|
730
$96.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
671+ 0.51% |
$69.1K - $77.1K
|
132K
$17.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
664+ 0.55% |
$68.3K - $76.3K
|
121K
$15.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
624+ 21.22% |
$64.2K - $71.7K
|
3.56K
$471K
|