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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.84K- 64.3% |
$520K - $570K
|
3.24K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.98K- 27.72% |
$532K - $583K
|
15.6K
$2.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.99K- 41.61% |
$533K - $584K
|
8.4K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.23K- 23.06% |
$554K - $607K
|
20.8K
$2.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.35K- 5.82% |
$565K - $619K
|
103K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.4K- 64.43% |
$570K - $624K
|
3.54K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.73K- 6.96% |
$599K - $656K
|
90K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 1.76% |
$645K - $707K
|
404K
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.63K- 44.61% |
$679K - $744K
|
9.48K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.64K- 60.15% |
$680K - $745K
|
5.06K
$669K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.17K- 38.43% |
$727K - $797K
|
13.1K
$1.73M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.19K- 57.96% |
$729K - $798K
|
5.94K
$785K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.28K- 13.16% |
$737K - $807K
|
54.7K
$7.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-8.41K- 10.65% |
$749K - $820K
|
70.6K
$9.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8.86K- 9.26% |
$788K - $863K
|
86.8K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.91K- 24.43% |
$792K - $868K
|
27.6K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.93K- 12.54% |
$795K - $870K
|
62.3K
$8.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.37K- 22.56% |
$834K - $913K
|
32.2K
$4.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.43K- 76.59% |
$839K - $919K
|
2.88K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.61K- 8.08% |
$855K - $937K
|
109K
$14.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.89K- 6.25% |
$880K - $964K
|
148K
$19.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9.89K- 2.64% |
$880K - $964K
|
365K
$48.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.95K- 6.95% |
$886K - $970K
|
133K
$17.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-10.1K- 22.93% |
$900K - $986K
|
34K
$4.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.2K- 10.92% |
$910K - $997K
|
83.5K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.5K- 14.15% |
$935K - $1.02M
|
63.8K
$8.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.7K- 23.13% |
$954K - $1.04M
|
35.6K
$4.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-10.8K- 49.3% |
$957K - $1.05M
|
11.1K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 6.04% |
$964K - $1.06M
|
169K
$22.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.1K- 43.77% |
$985K - $1.08M
|
14.2K
$1.88M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.1K- 40.81% |
$988K - $1.08M
|
16.1K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.2K- 21.03% |
$997K - $1.09M
|
42.1K
$5.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 5.84% |
$1.02M - $1.12M
|
185K
$24.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.2K- 13.94% |
$1.08M - $1.18M
|
75K
$9.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-13.1K- 32.45% |
$1.16M - $1.27M
|
27.2K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-13.5K- 43.2% |
$1.2M - $1.32M
|
17.7K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 8.67% |
$1.2M - $1.32M
|
142K
$18.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-13.5K- 40.4% |
$1.2M - $1.32M
|
20K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.6K- 5.29% |
$1.21M - $1.32M
|
243K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.7K- 18.36% |
$1.22M - $1.34M
|
61K
$8.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 11.37% |
$1.24M - $1.35M
|
108K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-14.1K- 29.23% |
$1.26M - $1.38M
|
34.3K
$4.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.3K- 31.37% |
$1.28M - $1.4M
|
31.4K
$4.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14.5K- 99.48% |
$1.29M - $1.42M
|
76
$10K
|
|
|
Jan 09, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-16.1K- 6.32% |
$1.43M - $1.57M
|
238K
$31.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16.1K- 62.02% |
$1.43M - $1.57M
|
9.87K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.1K- 20.13% |
$1.44M - $1.57M
|
64K
$8.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 54.32% |
$1.45M - $1.58M
|
13.7K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.6K- 6.32% |
$1.48M - $1.62M
|
246K
$32.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16.8K- 61.08% |
$1.49M - $1.63M
|
10.7K
$1.41M
|