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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16- 0.21% |
$1.42K - $1.56K
|
7.46K
$986K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 26.32% |
$2.67K - $2.92K
|
84
$11.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 4.96% |
$3.02K - $3.31K
|
651
$86.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-38- 0.32% |
$3.38K - $3.7K
|
11.8K
$1.57M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-43- 1.06% |
$3.83K - $4.19K
|
4.02K
$531K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-45- 0.25% |
$4K - $4.39K
|
18K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-46- 0.69% |
$4.09K - $4.48K
|
6.62K
$875K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-47- 1.53% |
$4.18K - $4.58K
|
3.03K
$400K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.74% |
$4.45K - $4.87K
|
1.78K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-51- 0.27% |
$4.54K - $4.97K
|
19.1K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51- 0.52% |
$4.54K - $4.97K
|
9.8K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-53- 21.63% |
$4.72K - $5.17K
|
192
$25.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-53- 4.94% |
$4.72K - $5.17K
|
1.02K
$135K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-54- 2.01% |
$4.8K - $5.26K
|
2.63K
$348K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 5.23% |
$4.89K - $5.36K
|
997
$132K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-56- 4.71% |
$4.98K - $5.46K
|
1.13K
$150K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-57- 0.76% |
$5.07K - $5.56K
|
7.48K
$989K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-63- 0.53% |
$5.61K - $6.14K
|
11.9K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-69- 0.34% |
$6.14K - $6.72K
|
20.1K
$2.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-70- 0.28% |
$6.23K - $6.82K
|
25.1K
$3.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-71- 0.8% |
$6.32K - $6.92K
|
8.83K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-75- 0.85% |
$6.67K - $7.31K
|
8.75K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-76- 2.12% |
$6.76K - $7.41K
|
3.5K
$463K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82- 0.9% |
$7.3K - $7.99K
|
9.04K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-88- 4.95% |
$7.83K - $8.58K
|
1.69K
$223K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-88- 4.95% |
$7.83K - $8.58K
|
1.69K
$223K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-89- 0.13% |
$7.92K - $8.67K
|
68.8K
$9.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-91- 2.09% |
$8.1K - $8.87K
|
4.26K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-91- 0.71% |
$8.1K - $8.87K
|
12.8K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-100- 4.01% |
$8.9K - $9.75K
|
2.39K
$316K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-103- 80.47% |
$9.16K - $10K
|
25
$3.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-106- 4.07% |
$9.43K - $10.3K
|
2.5K
$330K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-107- 25.36% |
$9.52K - $10.4K
|
315
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109Closed |
$9.7K - $10.6K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-111- 2.36% |
$9.88K - $10.8K
|
4.6K
$608K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-112- 3.43% |
$9.96K - $10.9K
|
3.16K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-114- 2.41% |
$10.1K - $11.1K
|
4.61K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-122- 1.6% |
$10.9K - $11.9K
|
7.48K
$989K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-124- 1.56% |
$11K - $12.1K
|
7.84K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-134- 1.07% |
$11.9K - $13.1K
|
12.4K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-135- 5.95% |
$12K - $13.2K
|
2.14K
$282K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$12.1K - $13.3K
|
28K
$3.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-141- 4.18% |
$12.5K - $13.7K
|
3.23K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 12.08% |
$12.5K - $13.7K
|
1.03K
$136K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-146- 1.41% |
$13K - $14.2K
|
10.2K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-151- 3.59% |
$13.4K - $14.7K
|
4.05K
$536K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-153- 3.7% |
$13.6K - $14.9K
|
3.98K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-161- 12.43% |
$14.3K - $15.7K
|
1.13K
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-172- 1.01% |
$15.3K - $16.8K
|
16.8K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-181- 27.68% |
$16.1K - $17.6K
|
473
$62.5K
|