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 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-460- 8.83% |
$47.3K - $52.9K
|
4.75K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-460- 12.61% |
$47.3K - $52.9K
|
3.19K
$407K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-468- 14.11% |
$48.2K - $53.8K
|
2.85K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-476- 7.14% |
$49K - $54.7K
|
6.19K
$791K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-515- 18.45% |
$53K - $59.2K
|
2.28K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-529- 4.67% |
$54.4K - $60.8K
|
10.8K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-548- 4.48% |
$56.4K - $63K
|
11.7K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-556- 6.98% |
$57.2K - $63.9K
|
7.41K
$947K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-590- 3.7% |
$60.7K - $67.8K
|
15.3K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-591- 22.94% |
$60.8K - $67.9K
|
1.99K
$253K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-623- 16.1% |
$64.1K - $71.6K
|
3.25K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-628- 11.94% |
$64.6K - $72.2K
|
4.63K
$591K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-653- 6.86% |
$67.2K - $75.1K
|
8.87K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-669- 7.18% |
$68.8K - $76.9K
|
8.65K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-680- 8.91% |
$70K - $78.2K
|
6.95K
$888K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-683- 22.29% |
$70.3K - $78.5K
|
2.38K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-687- 2.23% |
$70.7K - $79K
|
30.1K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-717- 0.77% |
$73.8K - $82.4K
|
93K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-721- 7.28% |
$74.2K - $82.9K
|
9.19K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-725- 23.08% |
$74.6K - $83.3K
|
2.42K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-730- 1.64% |
$75.1K - $83.9K
|
43.8K
$5.59M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-733- 0.23% |
$75.4K - $84.3K
|
315K
$40.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-740- 8.81% |
$76.2K - $85.1K
|
7.66K
$978K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-742- 3.2% |
$76.4K - $85.3K
|
22.5K
$2.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-748- 8.92% |
$77K - $86K
|
7.64K
$975K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-752- 6.91% |
$77.4K - $86.4K
|
10.1K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-773- 13.76% |
$79.5K - $88.9K
|
4.85K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-802- 62.9% |
$82.5K - $92.2K
|
473
$60.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-810- 73.3% |
$83.4K - $93.1K
|
295
$37.7K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-812- 9.83% |
$83.6K - $93.3K
|
7.45K
$951K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-842- 1.35% |
$86.7K - $96.8K
|
61.5K
$7.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 24.09% |
$87.5K - $97.7K
|
2.68K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-859- 1.35% |
$88.4K - $98.8K
|
62.8K
$8.02M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-860- 17.23% |
$88.5K - $98.9K
|
4.13K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-880- 3.59% |
$90.6K - $101K
|
23.6K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-898- 16.97% |
$92.4K - $103K
|
4.39K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-901- 6.92% |
$92.7K - $104K
|
12.1K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-912- 49.43% |
$93.9K - $105K
|
933
$119K
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-950- 6.5% |
$97.8K - $109K
|
13.7K
$1.74M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-958- 12.13% |
$98.6K - $110K
|
6.94K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-960- 6.34% |
$98.8K - $110K
|
14.2K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-977- 65.53% |
$101K - $112K
|
514
$65.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.02K- 32.62% |
$105K - $117K
|
2.1K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.02K- 13.71% |
$105K - $117K
|
6.43K
$822K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.03K- 35.28% |
$106K - $118K
|
1.88K
$241K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.03K- 76.53% |
$106K - $118K
|
315
$40.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.03K- 10.57% |
$106K - $119K
|
8.75K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.04K- 32.85% |
$107K - $119K
|
2.12K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.05K- 34.09% |
$108K - $120K
|
2.02K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 10.65% |
$108K - $120K
|
8.77K
$1.12M
|