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 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.29K- 14.73% |
$203K - $223K
|
13.2K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.29K- 5.93% |
$204K - $223K
|
36.3K
$4.8M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.35K- 2.01% |
$209K - $229K
|
114K
$15.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.35K- 8.96% |
$209K - $229K
|
23.9K
$3.16M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.46K- 12.3% |
$219K - $240K
|
17.5K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.49K- 9.64% |
$222K - $243K
|
23.3K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.54K- 2.91% |
$226K - $248K
|
84.8K
$11.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 5.15% |
$235K - $257K
|
48.6K
$6.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.66K- 38.78% |
$237K - $259K
|
4.2K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 9.28% |
$240K - $263K
|
26.3K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.7K- 12.33% |
$240K - $263K
|
19.2K
$2.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.21% |
$242K - $265K
|
11.5K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.75K- 3.83% |
$245K - $268K
|
69.1K
$9.13M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.77K- 0.32% |
$246K - $270K
|
853K
$113M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.78K- 6.05% |
$247K - $270K
|
43.1K
$5.69M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.89K- 3.66% |
$257K - $281K
|
76.1K
$10.1M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.89K- 51.69% |
$257K - $282K
|
2.7K
$357K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.89K- 51.69% |
$257K - $282K
|
2.7K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.93K- 26.61% |
$260K - $285K
|
8.07K
$1.07M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-2.93K- 1.96% |
$260K - $285K
|
147K
$19.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.03K- 47.98% |
$269K - $295K
|
3.28K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.04K- 48.74% |
$271K - $297K
|
3.2K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.07K- 16.9% |
$273K - $299K
|
15.1K
$1.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.08K- 92.3% |
$274K - $300K
|
257
$34K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.12K- 6.68% |
$278K - $304K
|
43.6K
$5.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.16K- 0.31% |
$281K - $308K
|
1.02M
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 1.4% |
$289K - $317K
|
228K
$30.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.5K- 27.71% |
$312K - $341K
|
9.14K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.77K- 4.86% |
$335K - $367K
|
73.8K
$9.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.8K- 24.49% |
$338K - $370K
|
11.7K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.97K- 9.51% |
$353K - $387K
|
37.8K
$4.99M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.08K- 74.08% |
$363K - $398K
|
1.43K
$189K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.11K- 18.31% |
$366K - $401K
|
18.3K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.14K- 21.05% |
$369K - $404K
|
15.5K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.18K- 8.0% |
$372K - $407K
|
48.1K
$6.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.29K- 4.66% |
$382K - $418K
|
87.8K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.37K- 35.0% |
$389K - $426K
|
8.12K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.49K- 11.95% |
$400K - $438K
|
33.1K
$4.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.52K- 3.15% |
$403K - $441K
|
139K
$18.4M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.65KClosed |
$414K - $453K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.72K- 6.03% |
$420K - $460K
|
73.5K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.01K- 30.34% |
$446K - $488K
|
11.5K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-5.03K- 3.96% |
$447K - $490K
|
122K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.06K- 25.46% |
$450K - $493K
|
14.8K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.57K- 8.49% |
$495K - $542K
|
60K
$7.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.59K- 3.79% |
$497K - $544K
|
142K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.61K- 6.52% |
$499K - $547K
|
80.4K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 3.26% |
$503K - $551K
|
167K
$22.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.72K- 2.75% |
$509K - $557K
|
202K
$26.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.8K- 10.95% |
$516K - $565K
|
47.2K
$6.24M
|