Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.06K
+ 0.37%
$94.1K - $103K
289K $38.2M
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
1.03K
+ 4.81%
$91.7K - $100K
22.5K $2.97M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1K
+ 6.97%
$89.1K - $97.6K
15.4K $2.03M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
991
+ 101.95%
$88.2K - $96.6K
1.96K $259K
Jul 28, 2023 Q2 2023
Morling Financial Advisors, LLC

BUY
 -
932
+ 9.68%
$82.9K - $90.8K
10.6K $1.4M
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
924
+ 16.83%
$82.2K - $90.1K
6.41K $848K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
923
+ 9.47%
$82.1K - $90K
10.7K $1.41M
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
913
+ 11.5%
$81.2K - $89K
8.85K $1.17M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
887
+ 20.75%
$78.9K - $86.4K
5.16K $682K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
854
+ 3.36%
$76K - $83.2K
26.3K $3.48M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
820
+ 36.38%
$73K - $79.9K
3.07K $406K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
811
+ 3.61%
$72.2K - $79K
23.3K $3.08M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
785
+ 1.57%
$69.8K - $76.5K
50.9K $6.73M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
765
+ 17.83%
$68.1K - $74.6K
5.06K $668K
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
751
+ 23.07%
$66.8K - $73.2K
4.01K $530K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
738
+ 12.63%
$65.7K - $71.9K
6.58K $870K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
726
+ 1.71%
$64.6K - $70.8K
43.2K $5.71M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
716
+ 7.34%
$63.7K - $69.8K
10.5K $1.38M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
679
+ 20.82%
$60.4K - $66.2K
3.94K $521K
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
641
+ 9.78%
$57K - $62.5K
7.2K $951K
Jul 25, 2023 Q2 2023
Wt Wealth Management

BUY
 -
624
+ 3.91%
$55.5K - $60.8K
16.6K $2.19M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
620
+ 6.1%
$55.2K - $60.4K
10.8K $1.43M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
609
+ 1.59%
$54.2K - $59.4K
38.9K $5.14M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
594
+ 4.56%
$52.8K - $57.9K
13.6K $1.8M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
563
+ 7.43%
$50.1K - $54.9K
8.14K $1.08M
Aug 15, 2023 Q2 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
535
+ 6.23%
$47.6K - $52.1K
9.12K $1.21M
Jul 11, 2023 Q2 2023
ETF Portfolio Partners, Inc.

BUY
 -
529
+ 5.93%
$47.1K - $51.6K
9.46K $1.25M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
521
+ 2.34%
$46.4K - $50.8K
22.8K $3.01M
Jul 28, 2023 Q2 2023
Resource Planning Group

BUY
 -
475
+ 20.16%
$42.3K - $46.3K
2.83K $374K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
463
+ 1.34%
$41.2K - $45.1K
35K $4.62M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
446
+ 1.78%
$39.7K - $43.5K
25.6K $3.38M
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
435
+ 16.65%
$38.7K - $42.4K
3.05K $403K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
415
+ 6.44%
$36.9K - $40.4K
6.86K $907K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
412
New
$36.7K - $40.2K
412 $54.5K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
402
+ 7.65%
$35.8K - $39.2K
5.66K $748K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
388
+ 124.76%
$34.5K - $37.8K
699 $92.4K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
378
+ 1.19%
$33.6K - $36.8K
32.1K $4.24M
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
374
+ 13.58%
$33.3K - $36.5K
3.13K $413K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
363
+ 1.29%
$32.3K - $35.4K
28.6K $3.78M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
362
+ 2.82%
$32.2K - $35.3K
13.2K $1.75M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
342
+ 11.61%
$30.4K - $33.3K
3.29K $435K
Aug 10, 2023 Q2 2023
Prudent Man Advisors, LLC

BUY
 -
314
+ 0.39%
$27.9K - $30.6K
81.1K $10.7M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
307
+ 12.75%
$27.3K - $29.9K
2.72K $359K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
292
+ 6.08%
$26K - $28.5K
5.1K $674K
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
BUY
 -
290
+ 2.54%
$25.8K - $28.3K
11.7K $1.55M
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
275
+ 3.79%
$24.5K - $26.8K
7.53K $995K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
267
+ 3.82%
$23.8K - $26K
7.25K $959K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
262
+ 2.54%
$23.3K - $25.5K
10.6K $1.4M
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
260
+ 173.33%
$23.1K - $25.3K
410 $54.2K

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