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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.8K- 46.22% |
$1.5M - $1.64M
|
19.6K
$2.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 43.93% |
$1.5M - $1.65M
|
21.6K
$2.85M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17.4K- 10.09% |
$1.55M - $1.69M
|
155K
$20.5M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-17.7K- 21.16% |
$1.57M - $1.72M
|
65.8K
$8.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-17.8K- 25.67% |
$1.58M - $1.73M
|
51.5K
$6.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-18.5K- 33.08% |
$1.64M - $1.8M
|
37.3K
$4.94M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-18.7K- 31.76% |
$1.66M - $1.82M
|
40.2K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-19.4K- 81.77% |
$1.72M - $1.89M
|
4.31K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.3K- 3.95% |
$1.81M - $1.98M
|
495K
$65.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.1K- 23.93% |
$1.88M - $2.06M
|
67.1K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.7K- 7.37% |
$1.93M - $2.11M
|
272K
$36M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.8K- 10.19% |
$1.94M - $2.13M
|
192K
$25.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-22.1K- 32.89% |
$1.97M - $2.15M
|
45.1K
$5.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24.1K- 66.19% |
$2.14M - $2.35M
|
12.3K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7K- 69.55% |
$2.2M - $2.41M
|
10.8K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-25.7K- 63.58% |
$2.28M - $2.5M
|
14.7K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27.6K- 44.57% |
$2.46M - $2.69M
|
34.4K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-28.7K- 88.94% |
$2.55M - $2.8M
|
3.57K
$472K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29.1K- 41.59% |
$2.59M - $2.84M
|
40.9K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-29.3K- 4.43% |
$2.61M - $2.86M
|
633K
$83.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30K- 11.7% |
$2.67M - $2.92M
|
226K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.3K- 57.62% |
$2.78M - $3.05M
|
23K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-31.3K- 64.31% |
$2.79M - $3.05M
|
17.4K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-32.3K- 21.08% |
$2.88M - $3.15M
|
121K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.8K- 6.96% |
$2.92M - $3.2M
|
439K
$58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 7.59% |
$3.02M - $3.31M
|
413K
$54.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-34K- 52.74% |
$3.03M - $3.32M
|
30.5K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.7K- 34.1% |
$3.35M - $3.67M
|
72.8K
$9.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-38K- 20.38% |
$3.38M - $3.7M
|
148K
$19.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-38.3K- 81.64% |
$3.41M - $3.74M
|
8.62K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-38.7K- 35.66% |
$3.44M - $3.77M
|
69.9K
$9.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.9K- 15.11% |
$3.46M - $3.79M
|
219K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-39.5K- 15.34% |
$3.52M - $3.85M
|
218K
$28.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-46.9K- 43.22% |
$4.17M - $4.57M
|
61.6K
$8.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-47.1K- 53.11% |
$4.19M - $4.59M
|
41.6K
$5.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-48.6K- 90.33% |
$4.33M - $4.74M
|
5.21K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.2K- 8.84% |
$4.37M - $4.79M
|
507K
$67M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50K- 12.94% |
$4.45M - $4.87M
|
336K
$44.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50.9K- 87.23% |
$4.53M - $4.96M
|
7.45K
$984K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51.7K- 22.37% |
$4.6M - $5.04M
|
180K
$23.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-52.3K- 14.27% |
$4.65M - $5.1M
|
314K
$41.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-52.8K- 16.41% |
$4.7M - $5.15M
|
269K
$35.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-55.6K- 82.94% |
$4.95M - $5.42M
|
11.4K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-57K- 42.43% |
$5.07M - $5.55M
|
77.3K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-59.4K- 8.36% |
$5.28M - $5.79M
|
651K
$86M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-61.2K- 59.06% |
$5.44M - $5.96M
|
42.4K
$5.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-62K- 31.82% |
$5.52M - $6.04M
|
133K
$17.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64.3K- 45.06% |
$5.72M - $6.26M
|
78.3K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-68.2K- 79.51% |
$6.07M - $6.65M
|
17.6K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.8K- 6.82% |
$6.3M - $6.9M
|
967K
$128M
|