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 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
260
+ 43.7%
$23.1K - $25.3K
855 $113K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
244
+ 0.43%
$21.7K - $23.8K
56.4K $7.46M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
239
New
$21.3K - $23.3K
239 $31.6K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
235
+ 1.9%
$20.9K - $22.9K
12.6K $1.66M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
234
+ 26.06%
$20.8K - $22.8K
1.13K $150K
Jul 26, 2023 Q2 2023
Plancorp, LLC

BUY
 -
232
+ 0.24%
$20.6K - $22.6K
97.4K $12.9M
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
217
+ 3.5%
$19.3K - $21.1K
6.42K $849K
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
214
+ 1.53%
$19K - $20.9K
14.2K $1.87M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
213
+ 9.7%
$19K - $20.8K
2.41K $318K
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
211
+ 6.22%
$18.8K - $20.6K
3.61K $477K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
204
+ 28.77%
$18.1K - $19.9K
913 $121K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
203
+ 2.23%
$18.1K - $19.8K
9.3K $1.23M
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
185
New
$16.5K - $18K
185 $24.5K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
179
+ 2.19%
$15.9K - $17.4K
8.34K $1.1M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
178
+ 1.94%
$15.8K - $17.3K
9.33K $1.23M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
175
+ 1.16%
$15.6K - $17.1K
15.3K $2.02M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
174
+ 9.77%
$15.5K - $17K
1.96K $258K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
173
+ 0.59%
$15.4K - $16.9K
29.7K $3.92M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
173
+ 67.84%
$15.4K - $16.9K
428 $56.6K
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
164
+ 0.17%
$14.6K - $16K
96.5K $12.8M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
160
+ 3.79%
$14.2K - $15.6K
4.39K $580K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
158
+ 6.52%
$14.1K - $15.4K
2.58K $341K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
140
+ 1.36%
$12.5K - $13.6K
10.4K $1.38M
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
135
+ 11.44%
$12K - $13.2K
1.32K $174K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
121
+ 8.55%
$10.8K - $11.8K
1.54K $203K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
113
+ 9.0%
$10.1K - $11K
1.37K $181K
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
110
+ 0.61%
$9.79K - $10.7K
18.2K $2.4M
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
108
New
$9.61K - $10.5K
108 $14.3K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
89
+ 2.39%
$7.92K - $8.67K
3.82K $504K
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
87
+ 0.74%
$7.74K - $8.48K
11.8K $1.56M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
84
+ 0.96%
$7.47K - $8.19K
8.82K $1.17M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
79
+ 3.21%
$7.03K - $7.7K
2.54K $336K
Jul 20, 2023 Q2 2023
Osborne Partners Capital Management, LLC

BUY
 -
70
+ 2.17%
$6.23K - $6.82K
3.3K $436K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
69
New
$6.14K - $6.72K
69 $9.12K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
67
+ 1.67%
$5.96K - $6.53K
4.07K $538K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
67
+ 0.09%
$5.96K - $6.53K
77.5K $10.2M
Aug 08, 2023 Q2 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
64
+ 0.61%
$5.69K - $6.24K
10.6K $1.4M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
62
+ 0.11%
$5.52K - $6.04K
56.7K $7.5M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
62
+ 0.42%
$5.52K - $6.04K
14.8K $1.95M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
62
+ 0.42%
$5.52K - $6.04K
14.8K $1.95M
Sep 05, 2023 Q2 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
52
+ 0.71%
$4.63K - $5.07K
7.35K $971K
Jul 21, 2023 Q2 2023
Gen Trust, LLC

BUY
 -
47
+ 0.35%
$4.18K - $4.58K
13.6K $1.8M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
46
+ 0.6%
$4.09K - $4.48K
7.65K $1.01M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
46
+ 8.1%
$4.09K - $4.48K
614 $81.2K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
43
New
$3.83K - $4.19K
43 $5.68K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
42
New
$3.74K - $4.09K
42 $5.55K
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
42
+ 1.34%
$3.74K - $4.09K
3.17K $419K
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
41
New
$3.65K - $4K
41 $5.42K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
40
+ 0.31%
$3.56K - $3.9K
12.9K $1.71M

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