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
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107+ 14.4% |
$11K - $12.3K
|
850
$112K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
104+ 4.85% |
$10.7K - $12K
|
2.25K
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
104+ 33.23% |
$10.7K - $12K
|
417
$55.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
100New |
$10.3K - $11.5K
|
100
$13.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88New |
$9.06K - $10.1K
|
88
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
86+ 2.54% |
$8.85K - $9.89K
|
3.47K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 1.99% |
$8.75K - $9.77K
|
4.35K
$575K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 1.54% |
$8.34K - $9.31K
|
5.32K
$704K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
80+ 0.87% |
$8.23K - $9.2K
|
9.33K
$1.23M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
74+ 1.3% |
$7.62K - $8.51K
|
5.76K
$761K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
63+ 1.85% |
$6.48K - $7.24K
|
3.46K
$457K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
62+ 0.13% |
$6.38K - $7.13K
|
47.3K
$6.26M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
60+ 0.31% |
$6.17K - $6.9K
|
19.4K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58New |
$5.97K - $6.67K
|
58
$7.67K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
56+ 1.51% |
$5.76K - $6.44K
|
3.75K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55+ 0.53% |
$5.66K - $6.32K
|
10.4K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
49+ 0.16% |
$5.04K - $5.63K
|
30.7K
$4.06M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
46+ 1.53% |
$4.73K - $5.29K
|
3.06K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$5.82K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
44New |
$4.53K - $5.06K
|
44
$5.82K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
42+ 2.14% |
$4.32K - $4.83K
|
2.01K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 4.46% |
$4.22K - $4.71K
|
960
$127K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$3.6K - $4.02K
|
35
$4.63K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 1.0% |
$3.5K - $3.91K
|
3.43K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
34+ 25.0% |
$3.5K - $3.91K
|
170
$22.5K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.61% |
$3.29K - $3.68K
|
5.28K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
30+ 0.88% |
$3.09K - $3.45K
|
3.42K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28+ 112.0% |
$2.88K - $3.22K
|
53
$7.01K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 1.18% |
$2.68K - $2.99K
|
2.22K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.14% |
$2.68K - $2.99K
|
19K
$2.51M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$2.68K - $2.99K
|
26
$3.44K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
22+ 0.5% |
$2.26K - $2.53K
|
4.39K
$580K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
22+ 0.13% |
$2.26K - $2.53K
|
16.3K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
21+ 0.11% |
$2.16K - $2.41K
|
18.5K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 1.52% |
$2.06K - $2.3K
|
1.34K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$1.96K - $2.18K
|
19
$2.51K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18New |
$1.85K - $2.07K
|
18
$2.38K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 4.25% |
$1.85K - $2.07K
|
442
$58.4K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
15+ 0.35% |
$1.54K - $1.72K
|
4.28K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
14+ 0.41% |
$1.44K - $1.61K
|
3.41K
$451K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12+ 0.46% |
$1.23K - $1.38K
|
2.62K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.45% |
$1.23K - $1.38K
|
2.68K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11+ 20.0% |
$1.13K - $1.26K
|
66
$8.72K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
10+ 0.11% |
$1.03K - $1.15K
|
9.17K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 1.31% |
$926 - $1.03K
|
694
$91.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.36% |
$926 - $1.03K
|
2.49K
$329K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$720 - $805
|
4.94K
$653K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 0.36% |
$720 - $805
|
1.95K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.24% |
$617 - $690
|
2.48K
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6+ 0.15% |
$617 - $690
|
4.06K
$536K
|