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 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-130- 1.07% |
$13.4K - $14.9K
|
12K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-131- 0.38% |
$13.5K - $15.1K
|
34.7K
$4.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-139- 2.01% |
$14.3K - $16K
|
6.78K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-140- 26.17% |
$14.4K - $16.1K
|
395
$52.2K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-140- 1.02% |
$14.4K - $16.1K
|
13.6K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-143- 9.3% |
$14.7K - $16.4K
|
1.39K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-145- 1.45% |
$14.9K - $16.7K
|
9.85K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 1.35% |
$16.9K - $18.9K
|
12K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-164- 1.89% |
$16.9K - $18.9K
|
8.53K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 8.92% |
$17K - $19K
|
1.69K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-165- 1.71% |
$17K - $19K
|
9.49K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-169- 6.67% |
$17.4K - $19.4K
|
2.36K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-177- 17.25% |
$18.2K - $20.3K
|
849
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-180- 6.68% |
$18.5K - $20.7K
|
2.52K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-187- 7.5% |
$19.2K - $21.5K
|
2.31K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-188- 2.54% |
$19.3K - $21.6K
|
7.22K
$954K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 1.64% |
$19.6K - $21.8K
|
11.4K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-192- 4.46% |
$19.8K - $22.1K
|
4.11K
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-198- 1.62% |
$20.4K - $22.8K
|
12K
$1.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 15.69% |
$20.6K - $23K
|
1.08K
$142K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-202- 7.83% |
$20.8K - $23.2K
|
2.38K
$314K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-206- 7.29% |
$21.2K - $23.7K
|
2.62K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-223- 4.43% |
$22.9K - $25.6K
|
4.82K
$637K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-224- 8.31% |
$23.1K - $25.8K
|
2.47K
$327K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 1.42% |
$23.1K - $25.8K
|
15.6K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-240- 1.68% |
$24.7K - $27.6K
|
14K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-245- 1.72% |
$25.2K - $28.2K
|
14K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-280- 5.4% |
$28.8K - $32.2K
|
4.9K
$648K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-294- 6.04% |
$30.3K - $33.8K
|
4.57K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-310- 4.02% |
$31.9K - $35.6K
|
7.41K
$979K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-323- 0.59% |
$33.2K - $37.1K
|
54.5K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-337- 6.96% |
$34.7K - $38.7K
|
4.51K
$596K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-342- 6.57% |
$35.2K - $39.3K
|
4.87K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-342- 5.12% |
$35.2K - $39.3K
|
6.34K
$838K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-356- 7.86% |
$36.6K - $40.9K
|
4.17K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-359- 3.55% |
$36.9K - $41.3K
|
9.76K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-360- 4.41% |
$37K - $41.4K
|
7.81K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-370- 10.4% |
$38.1K - $42.5K
|
3.19K
$422K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-377- 14.91% |
$38.8K - $43.3K
|
2.15K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-379- 6.44% |
$39K - $43.6K
|
5.51K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-400- 8.63% |
$41.2K - $46K
|
4.23K
$560K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-410- 62.4% |
$42.2K - $47.1K
|
247
$32.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-415- 19.33% |
$42.7K - $47.7K
|
1.73K
$229K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-422- 5.46% |
$43.4K - $48.5K
|
7.31K
$966K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-434- 7.68% |
$44.7K - $49.9K
|
5.21K
$689K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-443- 22.69% |
$45.6K - $50.9K
|
1.51K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-458- 22.48% |
$47.1K - $52.7K
|
1.58K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-459- 12.07% |
$47.2K - $52.8K
|
3.35K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-459- 3.13% |
$47.2K - $52.8K
|
14.2K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-460- 12.61% |
$47.3K - $52.9K
|
3.19K
$421K
|