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 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
9.31K+ 44.98% |
$828K - $907K
|
30K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.12K+ 5.9% |
$812K - $889K
|
164K
$21.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.86K+ 5.3% |
$789K - $864K
|
176K
$23.3M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.55K+ 11.24% |
$760K - $833K
|
84.6K
$11.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.55K+ 11.24% |
$760K - $833K
|
84.6K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.33K+ 4.06% |
$741K - $812K
|
213K
$28.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.19K+ 17.71% |
$729K - $798K
|
54.4K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.86KNew |
$700K - $766K
|
7.86K
$1.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.68K+ 3.05% |
$683K - $749K
|
260K
$34.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.33KNew |
$652K - $714K
|
7.33K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.28K+ 18.65% |
$648K - $709K
|
46.3K
$6.12M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.22KNew |
$643K - $704K
|
7.22K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
7.06K+ 33.33% |
$628K - $688K
|
28.3K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.87K+ 21.86% |
$611K - $669K
|
38.3K
$5.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
6.84K+ 3.5% |
$608K - $666K
|
202K
$26.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.79K+ 1.77% |
$604K - $662K
|
390K
$51.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.4K+ 8.79% |
$570K - $624K
|
79.3K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.94KNew |
$528K - $579K
|
5.94K
$785K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.9KNew |
$525K - $575K
|
5.9K
$780K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.75KNew |
$512K - $560K
|
5.75K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.67K+ 6.75% |
$505K - $553K
|
89.7K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.65K+ 9.4% |
$503K - $551K
|
65.8K
$8.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
5.4K+ 112.58% |
$481K - $527K
|
10.2K
$1.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.24K+ 74.8% |
$466K - $511K
|
12.3K
$1.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.1K+ 32.95% |
$454K - $497K
|
20.6K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.08KNew |
$452K - $495K
|
5.08K
$671K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.98KNew |
$443K - $485K
|
4.98K
$658K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.9KNew |
$436K - $477K
|
4.9K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.86K+ 15.54% |
$433K - $474K
|
36.2K
$4.78M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
4.59K+ 2.54% |
$409K - $448K
|
186K
$24.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.55K+ 6.81% |
$405K - $443K
|
71.3K
$9.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.48K+ 25.57% |
$398K - $436K
|
22K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 16.52% |
$371K - $406K
|
29.4K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.12K+ 65.58% |
$366K - $401K
|
10.4K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
4.01K+ 2.6% |
$357K - $391K
|
158K
$20.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.99K+ 162.95% |
$355K - $389K
|
6.45K
$852K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.81K+ 35.92% |
$339K - $371K
|
14.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$338K - $371K
|
3.8K
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.79KNew |
$337K - $369K
|
3.79K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.73KNew |
$331K - $363K
|
3.73K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.72K+ 6.04% |
$331K - $363K
|
65.4K
$8.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.63KNew |
$323K - $354K
|
3.63K
$480K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.61K+ 10.64% |
$321K - $352K
|
37.6K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.54KNew |
$315K - $345K
|
3.54K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.48K+ 89.15% |
$310K - $340K
|
7.39K
$977K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.34K+ 22.24% |
$297K - $326K
|
18.4K
$2.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.16K+ 7.94% |
$281K - $308K
|
42.9K
$5.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.14K+ 3.65% |
$280K - $306K
|
89.3K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.08K+ 101.95% |
$274K - $300K
|
6.1K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.99KNew |
$266K - $291K
|
2.99K
$395K
|