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 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-720- 15.31% |
$64.1K - $70.2K
|
3.98K
$526K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-728- 14.12% |
$64.8K - $71K
|
4.43K
$585K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-769- 0.49% |
$68.4K - $74.9K
|
157K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780- 17.06% |
$69.4K - $76K
|
3.79K
$501K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-799- 3.85% |
$71.1K - $77.9K
|
20K
$2.64M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-822- 22.33% |
$73.1K - $80.1K
|
2.86K
$378K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-834- 17.96% |
$74.2K - $81.3K
|
3.81K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-844- 17.45% |
$75.1K - $82.3K
|
3.99K
$528K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-847- 90.49% |
$75.4K - $82.5K
|
89
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-864- 15.45% |
$76.9K - $84.2K
|
4.73K
$625K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-880- 6.01% |
$78.3K - $85.8K
|
13.8K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-925- 25.27% |
$82.3K - $90.2K
|
2.74K
$362K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-942- 36.47% |
$83.8K - $91.8K
|
1.64K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-979- 14.2% |
$87.1K - $95.4K
|
5.91K
$782K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-985- 2.09% |
$87.6K - $96K
|
46.2K
$6.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.26% |
$92.5K - $101K
|
45K
$5.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 0.44% |
$96.4K - $106K
|
247K
$32.6M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.31% |
$98.1K - $107K
|
2.21K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 98.34% |
$106K - $116K
|
20
$2.64K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 11.12% |
$106K - $117K
|
9.56K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.21K- 2.76% |
$108K - $118K
|
42.7K
$5.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.25K- 5.65% |
$111K - $122K
|
20.8K
$2.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.25K- 7.51% |
$111K - $122K
|
15.4K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.25K- 6.12% |
$111K - $122K
|
19.2K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.3K- 2.7% |
$115K - $126K
|
46.7K
$6.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.32K- 7.96% |
$118K - $129K
|
15.3K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.33K- 5.25% |
$118K - $130K
|
24K
$3.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.35K- 25.42% |
$120K - $132K
|
3.96K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.37K- 1.33% |
$122K - $134K
|
102K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.38K- 19.51% |
$123K - $135K
|
5.7K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.39K- 3.59% |
$123K - $135K
|
37.2K
$4.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.43K- 13.71% |
$127K - $139K
|
9K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.48K- 7.4% |
$132K - $144K
|
18.5K
$2.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.51K- 7.29% |
$134K - $147K
|
19.2K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.62K- 9.31% |
$144K - $158K
|
15.8K
$2.09M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.66K- 25.85% |
$148K - $162K
|
4.76K
$629K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.67K- 21.95% |
$149K - $163K
|
5.95K
$787K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 8.13% |
$150K - $165K
|
19.1K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.77K- 3.35% |
$157K - $172K
|
50.9K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.83K- 9.6% |
$163K - $178K
|
17.2K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$163K - $178K
|
60.3K
$7.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.91K- 45.36% |
$170K - $187K
|
2.31K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 8.35% |
$171K - $187K
|
21.1K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 33.93% |
$172K - $188K
|
3.76K
$497K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.94K- 47.23% |
$172K - $189K
|
2.16K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.16% |
$182K - $199K
|
62.6K
$8.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.07K- 2.52% |
$185K - $202K
|
80.2K
$10.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.22K- 20.89% |
$197K - $216K
|
8.39K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.23K- 2.18% |
$199K - $218K
|
100K
$13.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.26K- 35.14% |
$201K - $221K
|
4.18K
$552K
|