Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.77M+ 169.28% |
$247M - $270M
|
4.41M
$574M
|
|
|
Aug 10, 2023
Q2 2023
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.5MNew |
$222M - $244M
|
2.5M
$326M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
693K+ 25441.66% |
$61.6M - $67.5M
|
695K
$90.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
406K+ 1112.67% |
$36.1M - $39.5M
|
442K
$57.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
377K+ 4.47% |
$33.5M - $36.7M
|
8.8M
$1.15B
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
282K+ 71.82% |
$25.1M - $27.5M
|
675K
$87.8M
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$31M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
238KNew |
$21.2M - $23.2M
|
238K
$31M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
157K+ 12.55% |
$14M - $15.3M
|
1.41M
$183M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
138KNew |
$12.3M - $13.5M
|
138K
$18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123K+ 2.76% |
$10.9M - $12M
|
4.57M
$595M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
121KNew |
$10.8M - $11.8M
|
121K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
121KNew |
$10.8M - $11.8M
|
121K
$15.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
115K+ 309.2% |
$10.2M - $11.2M
|
152K
$19.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
83.4K+ 3.11% |
$7.42M - $8.13M
|
2.77M
$360M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
82.7K+ 4.11% |
$7.35M - $8.06M
|
2.09M
$273M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
81.7K+ 120.08% |
$7.27M - $7.97M
|
150K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
65.7K+ 79.49% |
$5.85M - $6.41M
|
148K
$19.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
61.5K+ 2050.77% |
$5.47M - $6M
|
64.5K
$8.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
61.4K+ 57.41% |
$5.46M - $5.98M
|
168K
$21.9M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
46.2KNew |
$4.11M - $4.5M
|
46.2K
$6.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
43.4K+ 1.72% |
$3.86M - $4.23M
|
2.57M
$335M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43.2KNew |
$3.85M - $4.21M
|
43.2K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
41KNew |
$3.65M - $4M
|
41K
$5.34M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.1K+ 9.24% |
$3.3M - $3.62M
|
439K
$57.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
35.8K+ 76.01% |
$3.18M - $3.48M
|
82.8K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
35.7KNew |
$3.17M - $3.48M
|
35.7K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.3K+ 8.37% |
$3.14M - $3.44M
|
457K
$59.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
34KNew |
$3.03M - $3.31M
|
34K
$4.43M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$2.91M - $3.19M
|
32.7K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
24.1K+ 5.51% |
$2.14M - $2.34M
|
461K
$60M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23.7K+ 968.98% |
$2.11M - $2.31M
|
26.2K
$3.41M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22.9K+ 91.92% |
$2.04M - $2.23M
|
47.8K
$6.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21.1K+ 730.82% |
$1.87M - $2.05M
|
23.9K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21KNew |
$1.87M - $2.05M
|
21K
$2.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
18.7K+ 35.65% |
$1.67M - $1.83M
|
71.3K
$9.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18K+ 16.29% |
$1.6M - $1.75M
|
128K
$16.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
17.2K+ 28.72% |
$1.53M - $1.67M
|
76.9K
$10M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
14.8K+ 12.66% |
$1.31M - $1.44M
|
131K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.6KNew |
$1.3M - $1.42M
|
14.6K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
14.1K+ 288.72% |
$1.25M - $1.37M
|
19K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$1.19M - $1.31M
|
13.4K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
13.1K+ 4.61% |
$1.16M - $1.28M
|
297K
$38.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.1K+ 15.14% |
$1.16M - $1.27M
|
99.3K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13K+ 1.5% |
$1.15M - $1.26M
|
877K
$114M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 25.02% |
$1.08M - $1.18M
|
60.4K
$7.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.5K+ 19.96% |
$937K - $1.03M
|
63.3K
$8.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.1K+ 18.3% |
$895K - $980K
|
65K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.79K+ 9.67% |
$871K - $954K
|
111K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.41K+ 55.31% |
$837K - $917K
|
26.4K
$3.44M
|