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
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-202- 27.48% |
$18K - $19.7K
|
533
$70.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-229- 14.96% |
$20.4K - $22.3K
|
1.3K
$172K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-237- 9.92% |
$21.1K - $23.1K
|
2.15K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-245- 0.7% |
$21.8K - $23.9K
|
34.6K
$4.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-254- 1.72% |
$22.6K - $24.8K
|
14.6K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-255- 3.37% |
$22.7K - $24.9K
|
7.31K
$966K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-260- 4.63% |
$23.1K - $25.3K
|
5.35K
$707K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-280- 4.7% |
$24.9K - $27.3K
|
5.68K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-301- 10.39% |
$26.8K - $29.3K
|
2.6K
$343K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-313- 4.82% |
$27.8K - $30.5K
|
6.18K
$816K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-320- 0.66% |
$28.5K - $31.2K
|
48.2K
$6.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-342- 6.31% |
$30.4K - $33.3K
|
5.08K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-359- 6.66% |
$31.9K - $35K
|
5.03K
$665K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-361- 6.5% |
$32.1K - $35.2K
|
5.19K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-372- 5.51% |
$33.1K - $36.3K
|
6.37K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-373- 3.15% |
$33.2K - $36.4K
|
11.5K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-393- 1.28% |
$35K - $38.3K
|
30.2K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-397- 9.36% |
$35.3K - $38.7K
|
3.85K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-432- 1.14% |
$38.4K - $42.1K
|
37.4K
$4.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-432- 12.37% |
$38.4K - $42.1K
|
3.06K
$405K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-437- 4.4% |
$38.9K - $42.6K
|
9.5K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-438- 4.78% |
$39K - $42.7K
|
8.72K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-445- 9.2% |
$39.6K - $43.4K
|
4.39K
$581K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-485- 8.89% |
$43.2K - $47.3K
|
4.97K
$657K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-497- 9.76% |
$44.2K - $48.4K
|
4.6K
$608K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-500- 14.4% |
$44.5K - $48.7K
|
2.97K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-517- 5.7% |
$46K - $50.4K
|
8.55K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-517- 6.92% |
$46K - $50.4K
|
6.95K
$919K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-527- 3.07% |
$46.9K - $51.4K
|
16.6K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-563- 4.96% |
$50.1K - $54.9K
|
10.8K
$1.43M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-587- 2.39% |
$52.2K - $57.2K
|
24K
$3.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-593- 10.54% |
$52.8K - $57.8K
|
5.03K
$665K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-595- 0.5% |
$52.9K - $58K
|
119K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-605- 1.06% |
$53.8K - $59K
|
56.6K
$7.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-607- 13.57% |
$54K - $59.2K
|
3.87K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-611- 8.88% |
$54.4K - $59.5K
|
6.27K
$829K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-612- 8.23% |
$54.4K - $59.6K
|
6.82K
$902K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-613- 5.82% |
$54.5K - $59.7K
|
9.92K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-621- 6.42% |
$55.3K - $60.5K
|
9.05K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-631- 9.44% |
$56.1K - $61.5K
|
6.05K
$800K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-632- 20.23% |
$56.2K - $61.6K
|
2.49K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-644- 21.09% |
$57.3K - $62.8K
|
2.41K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-645- 20.8% |
$57.4K - $62.9K
|
2.46K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-662- 3.99% |
$58.9K - $64.5K
|
15.9K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-690- 6.15% |
$61.4K - $67.2K
|
10.5K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-695- 4.39% |
$61.8K - $67.7K
|
15.2K
$2M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-696- 15.27% |
$61.9K - $67.8K
|
3.86K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-700- 9.74% |
$62.3K - $68.2K
|
6.49K
$857K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-713- 3.69% |
$63.4K - $69.5K
|
18.6K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-719- 14.34% |
$64K - $70.1K
|
4.29K
$568K
|