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 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$515 - $575
|
10.9K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.4% |
$412 - $460
|
1K
$132K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.08% |
$309 - $345
|
3.63K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.04% |
$206 - $230
|
4.82K
$637K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$206 - $230
|
550
$72.7K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.02% |
$103 - $115
|
4.49K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.09% |
$103 - $115
|
1.13K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 1.89% |
$103 - $115
|
52
$6.87K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$103 - $115
|
5.15K
$680K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$206 - $230
|
10.9K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.63% |
$206 - $230
|
313
$41.4K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6- 0.12% |
$617 - $690
|
4.93K
$652K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 11.24% |
$1.03K - $1.15K
|
79
$10.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-12- 0.06% |
$1.23K - $1.38K
|
21.7K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-14- 0.6% |
$1.44K - $1.61K
|
2.34K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-15- 6.33% |
$1.54K - $1.72K
|
222
$29.3K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19- 0.47% |
$1.96K - $2.18K
|
4.05K
$536K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-21- 0.6% |
$2.16K - $2.41K
|
3.48K
$460K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-24- 1.05% |
$2.47K - $2.76K
|
2.25K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-28- 0.39% |
$2.88K - $3.22K
|
7.24K
$957K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-29- 0.45% |
$2.98K - $3.33K
|
6.36K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-32- 2.02% |
$3.29K - $3.68K
|
1.55K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32- 56.14% |
$3.29K - $3.68K
|
25
$3.3K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 63.33% |
$3.91K - $4.37K
|
22
$2.91K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-40- 1.94% |
$4.12K - $4.6K
|
2.02K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-42- 1.55% |
$4.32K - $4.83K
|
2.66K
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-44- 1.49% |
$4.53K - $5.06K
|
2.91K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-45- 1.24% |
$4.63K - $5.17K
|
3.58K
$473K
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-46- 0.85% |
$4.73K - $5.29K
|
5.4K
$713K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47- 6.21% |
$4.84K - $5.4K
|
710
$93.9K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-50- 0.67% |
$5.15K - $5.75K
|
7.42K
$981K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-51- 69.86% |
$5.25K - $5.86K
|
22
$2.91K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-53- 1.26% |
$5.45K - $6.09K
|
4.15K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-59- 2.66% |
$6.07K - $6.78K
|
2.16K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-60- 0.69% |
$6.17K - $6.9K
|
8.61K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 1.49% |
$6.69K - $7.47K
|
4.3K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-65- 2.32% |
$6.69K - $7.47K
|
2.73K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-66- 1.11% |
$6.79K - $7.59K
|
5.86K
$775K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-75- 1.8% |
$7.72K - $8.62K
|
4.1K
$541K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-79- 0.48% |
$8.13K - $9.08K
|
16.2K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.34% |
$8.23K - $9.2K
|
5.91K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-82- 1.57% |
$8.44K - $9.43K
|
5.15K
$680K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-89- 1.42% |
$9.16K - $10.2K
|
6.18K
$817K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-90- 1.12% |
$9.26K - $10.3K
|
7.98K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 4.0% |
$10.3K - $11.5K
|
2.4K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-108- 1.7% |
$11.1K - $12.4K
|
6.23K
$824K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-115- 1.43% |
$11.8K - $13.2K
|
7.95K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-120- 0.96% |
$12.3K - $13.8K
|
12.3K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-123- 1.18% |
$12.7K - $14.1K
|
10.3K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-125- 0.27% |
$12.9K - $14.4K
|
47K
$6.22M
|