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 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-75.6K- 96.28% |
$6.72M - $7.37M
|
2.92K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75.6K- 60.81% |
$6.73M - $7.37M
|
48.7K
$6.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-81.4K- 14.51% |
$7.24M - $7.93M
|
480K
$63.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-85.8K- 64.99% |
$7.64M - $8.37M
|
46.2K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.5K- 58.69% |
$7.7M - $8.44M
|
60.9K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95.8K- 2.45% |
$8.52M - $9.33M
|
3.81M
$504M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-101K- 2.63% |
$8.97M - $9.83M
|
3.74M
$494M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-101K- 2.63% |
$8.97M - $9.83M
|
3.74M
$494M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 7.62% |
$8.98M - $9.84M
|
1.22M
$162M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 13.52% |
$9.12M - $9.99M
|
656K
$86.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-111K- 24.01% |
$9.85M - $10.8M
|
350K
$46.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-113K- 12.0% |
$10.1M - $11M
|
829K
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-135K- 0.96% |
$12.1M - $13.2M
|
14M
$1.85B
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-164K- 68.68% |
$14.6M - $16M
|
74.7K
$9.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-169K- 89.91% |
$15M - $16.5M
|
19K
$2.51M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-171K- 48.83% |
$15.2M - $16.6M
|
179K
$23.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-199K- 8.93% |
$17.7M - $19.4M
|
2.03M
$268M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-205K- 12.34% |
$18.2M - $19.9M
|
1.45M
$192M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-215K- 9.15% |
$19.1M - $21M
|
2.14M
$282M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-217K- 7.88% |
$19.3M - $21.2M
|
2.54M
$336M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-227K- 64.3% |
$20.2M - $22.2M
|
126K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-260K- 57.95% |
$23.2M - $25.4M
|
189K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-314K- 99.59% |
$28M - $30.6M
|
1.31K
$173K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-336K- 65.38% |
$29.9M - $32.7M
|
178K
$23.5M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-346K- 89.5% |
$30.8M - $33.7M
|
40.6K
$5.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-360K- 54.26% |
$32.1M - $35.1M
|
304K
$40.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-405K- 91.62% |
$36M - $39.5M
|
37.1K
$4.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-768K- 13.87% |
$68.3M - $74.8M
|
4.77M
$630M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.53M- 20.07% |
$136M - $149M
|
6.09M
$805M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.85M- 8.11% |
$164M - $180M
|
20.9M
$2.77B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.9M- 99.03% |
$436M - $478M
|
48K
$6.35M
|