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
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.75KNew |
$244K - $268K
|
2.75K
$363K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.72KNew |
$242K - $265K
|
2.72K
$360K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.63KNew |
$234K - $256K
|
2.63K
$347K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.53K+ 1.94% |
$225K - $246K
|
133K
$17.6M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$221K - $242K
|
2.48K
$328K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.41KNew |
$215K - $235K
|
2.41K
$319K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.41KNew |
$215K - $235K
|
2.41K
$319K
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.36K+ 52.49% |
$210K - $230K
|
6.85K
$905K
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.33K+ 20.96% |
$207K - $227K
|
13.4K
$1.78M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.3K+ 77.84% |
$204K - $224K
|
5.25K
$694K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.21K+ 4.16% |
$196K - $215K
|
55.3K
$7.3M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.2KNew |
$195K - $214K
|
2.2K
$290K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.18KNew |
$194K - $213K
|
2.18K
$288K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 28.1% |
$192K - $211K
|
9.86K
$1.3M
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.14KNew |
$191K - $209K
|
2.14K
$283K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$190K - $208K
|
2.14K
$283K
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
2.13KNew |
$189K - $207K
|
2.13K
$281K
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.11KNew |
$188K - $205K
|
2.11K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$186K - $204K
|
2.09K
$277K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.09KNew |
$186K - $203K
|
2.09K
$276K
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.08KNew |
$185K - $203K
|
2.08K
$275K
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
2.08KNew |
$185K - $203K
|
2.08K
$275K
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
2.07KNew |
$184K - $202K
|
2.07K
$274K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
2.06K+ 12.6% |
$183K - $200K
|
18.4K
$2.43M
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.93K+ 3.14% |
$172K - $188K
|
63.5K
$8.4M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.88K+ 5.79% |
$168K - $184K
|
34.4K
$4.55M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.85KNew |
$165K - $181K
|
1.85K
$245K
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 3.28% |
$163K - $178K
|
57.6K
$7.61M
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.76K+ 11.1% |
$157K - $172K
|
17.6K
$2.33M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.74K+ 50.19% |
$154K - $169K
|
5.2K
$687K
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.74K+ 2.8% |
$154K - $169K
|
63.7K
$8.42M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.69K+ 48.49% |
$150K - $164K
|
5.16K
$682K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.66K+ 44.49% |
$148K - $162K
|
5.39K
$712K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.6K+ 3.46% |
$142K - $155K
|
47.7K
$6.31M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.59K+ 21.12% |
$142K - $155K
|
9.12K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.42K+ 35.29% |
$127K - $139K
|
5.46K
$722K
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.38K+ 5.71% |
$123K - $135K
|
25.6K
$3.38M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36K+ 1.31% |
$121K - $132K
|
105K
$13.8M
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $132K
|
1.35K
$179K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.34K+ 1.68% |
$119K - $131K
|
81.3K
$10.8M
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.34K+ 1.06% |
$119K - $131K
|
128K
$16.9M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.3K+ 11.46% |
$116K - $127K
|
12.7K
$1.67M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.27K+ 0.58% |
$113K - $124K
|
220K
$29.1M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.27K+ 6.21% |
$113K - $123K
|
21.7K
$2.86M
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1.26K+ 11.83% |
$112K - $122K
|
11.9K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 8.33% |
$110K - $120K
|
16.1K
$2.13M
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
1.19K+ 11.03% |
$106K - $116K
|
12K
$1.58M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.16K+ 2.71% |
$103K - $113K
|
43.8K
$5.79M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 44.56% |
$99.8K - $109K
|
3.64K
$481K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.12KNew |
$99.7K - $109K
|
1.12K
$148K
|