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 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
38+ 0.33% |
$3.38K - $3.7K
|
11.6K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 24.67% |
$3.29K - $3.61K
|
187
$24.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
34+ 11.68% |
$3.02K - $3.31K
|
325
$43K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
33+ 0.48% |
$2.94K - $3.22K
|
6.94K
$917K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
33+ 0.2% |
$2.94K - $3.22K
|
16.5K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 0.24% |
$2.85K - $3.12K
|
13.6K
$1.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 20.92% |
$2.85K - $3.12K
|
185
$24.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
26New |
$2.31K - $2.53K
|
26
$3.44K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.14K - $2.34K
|
3.05K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
21+ 0.15% |
$1.87K - $2.05K
|
14.4K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19+ 0.51% |
$1.69K - $1.85K
|
3.72K
$492K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 0.29% |
$1.51K - $1.66K
|
5.97K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17+ 0.32% |
$1.51K - $1.66K
|
5.35K
$707K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
17+ 0.51% |
$1.51K - $1.66K
|
3.34K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
16+ 0.27% |
$1.42K - $1.56K
|
5.95K
$787K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 1.67% |
$1.42K - $1.56K
|
973
$129K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.14% |
$1.25K - $1.36K
|
9.87K
$1.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.33% |
$1.25K - $1.36K
|
4.3K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 3.13% |
$1.16K - $1.27K
|
429
$56.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.32% |
$1.07K - $1.17K
|
3.75K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.21% |
$979 - $1.07K
|
5.31K
$702K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$979 - $1.07K
|
7K
$925K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.1% |
$712 - $780
|
7.9K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.33% |
$712 - $780
|
2.46K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$623 - $682
|
4.69K
$620K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7+ 0.3% |
$623 - $682
|
2.38K
$314K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.35% |
$623 - $682
|
2.02K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
7+ 0.05% |
$623 - $682
|
14.6K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.11% |
$267 - $292
|
2.8K
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.26% |
$178 - $195
|
770
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 0.04% |
$178 - $195
|
5.32K
$703K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.23% |
$89 - $97.5
|
435
$57.5K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.04% |
$89 - $97.5
|
2.32K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$89 - $97.5
|
9.58K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
1+ 0.01% |
$89 - $97.5
|
8K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$89 - $97.5
|
544
$71.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 6.67% |
$89 - $97.5
|
16
$2.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- 0.03% |
$89 - $97.5
|
3.3K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.38% |
$89 - $97.5
|
41
$5.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3- 0.07% |
$267 - $292
|
4.29K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.03% |
$356 - $390
|
12.1K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.06% |
$356 - $390
|
7.22K
$954K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5- 0.14% |
$445 - $487
|
3.7K
$488K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 0.09% |
$534 - $585
|
6.76K
$893K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 0.09% |
$534 - $585
|
6.76K
$893K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.3% |
$712 - $780
|
2.63K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11- 0.4% |
$979 - $1.07K
|
2.75K
$363K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 86.67% |
$1.16K - $1.27K
|
2
$264
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-13- 4.28% |
$1.16K - $1.27K
|
291
$38.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15- 0.23% |
$1.33K - $1.46K
|
6.42K
$849K
|