Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32M+ 9.81% |
$144M - $159M
|
14.8M
$1.96B
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.11M+ 30.64% |
$121M - $133M
|
4.73M
$625M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
707K+ 15.43% |
$76.9M - $84.7M
|
5.29M
$699M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
666K+ 25.99% |
$72.4M - $79.8M
|
3.23M
$427M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
502K+ 80.89% |
$54.5M - $60.1M
|
1.12M
$148M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
487K+ 17.79% |
$52.9M - $58.4M
|
3.22M
$426M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
487K+ 17.79% |
$52.9M - $58.4M
|
3.22M
$426M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
214K+ 428.4% |
$23.3M - $25.7M
|
264K
$34.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
182KNew |
$19.8M - $21.8M
|
182K
$24M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
125K+ 1175.56% |
$13.6M - $15M
|
136K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
119KNew |
$12.9M - $14.3M
|
119K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
44.8K+ 2.01% |
$4.87M - $5.37M
|
2.27M
$301M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
34.9K+ 247.07% |
$3.79M - $4.18M
|
49K
$6.47M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
33.3K+ 25.11% |
$3.62M - $3.99M
|
166K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29.5K+ 6.27% |
$3.2M - $3.53M
|
499K
$66M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
28.5KNew |
$3.1M - $3.41M
|
28.5K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.9K+ 1.61% |
$2.92M - $3.22M
|
1.7M
$224M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
26.3K+ 34.38% |
$2.86M - $3.15M
|
103K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2K+ 354.09% |
$2.53M - $2.78M
|
29.8K
$3.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22K+ 433.68% |
$2.39M - $2.63M
|
27K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.5K+ 135.04% |
$2.01M - $2.22M
|
32.2K
$4.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.4K+ 9.31% |
$1.89M - $2.09M
|
204K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
16.6KNew |
$1.81M - $1.99M
|
16.6K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4K+ 29.99% |
$1.78M - $1.97M
|
71.1K
$9.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.3K+ 15.86% |
$1.77M - $1.95M
|
119K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.7K+ 49.9% |
$1.59M - $1.76M
|
44.1K
$5.83M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
14.3KNew |
$1.55M - $1.71M
|
14.3K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.2K+ 175.25% |
$1.54M - $1.7M
|
22.2K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13K+ 10.04% |
$1.41M - $1.55M
|
142K
$18.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.8KNew |
$1.39M - $1.53M
|
12.8K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
12KNew |
$1.3M - $1.44M
|
12K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12K+ 27.96% |
$1.3M - $1.43M
|
54.7K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.8KNew |
$1.17M - $1.29M
|
10.8K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6K+ 247.12% |
$1.15M - $1.27M
|
14.9K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5K+ 12.21% |
$1.14M - $1.26M
|
96.4K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
10K+ 3.61% |
$1.09M - $1.2M
|
288K
$38M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10K+ 267.8% |
$1.09M - $1.2M
|
13.8K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10K+ 8.97% |
$1.09M - $1.2M
|
122K
$16.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.66K+ 271.02% |
$1.05M - $1.16M
|
13.2K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.53K+ 20.18% |
$1.04M - $1.14M
|
56.7K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.09KNew |
$988K - $1.09M
|
9.09K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.92KNew |
$969K - $1.07M
|
8.92K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.7K+ 143.38% |
$946K - $1.04M
|
14.8K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.58K+ 3.33% |
$933K - $1.03M
|
266K
$35.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.51KNew |
$924K - $1.02M
|
8.51K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
8.41K+ 52.97% |
$914K - $1.01M
|
24.3K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.35K+ 2.65% |
$907K - $1M
|
323K
$42.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.79K+ 2.98% |
$847K - $934K
|
270K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.79KNew |
$847K - $934K
|
7.79K
$1.03M
|