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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.75K- 9.46% |
$190K - $209K
|
16.7K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.8K- 25.89% |
$196K - $216K
|
5.15K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.91K- 60.23% |
$207K - $228K
|
1.26K
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 26.07% |
$207K - $228K
|
5.41K
$714K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.91K- 12.64% |
$208K - $229K
|
13.2K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.99K- 11.84% |
$216K - $238K
|
14.8K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2K- 84.18% |
$217K - $240K
|
376
$49.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.01K- 18.88% |
$219K - $241K
|
8.66K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.05K- 12.7% |
$223K - $246K
|
14.1K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.06K- 9.51% |
$224K - $247K
|
19.6K
$2.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.16K- 17.92% |
$235K - $259K
|
9.91K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 23.95% |
$237K - $261K
|
6.93K
$916K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-2.19K- 31.5% |
$238K - $263K
|
4.76K
$630K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.25K- 30.19% |
$244K - $270K
|
5.2K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.31K- 4.53% |
$251K - $276K
|
48.6K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.4K- 52.82% |
$261K - $287K
|
2.14K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.43K- 15.1% |
$264K - $292K
|
13.7K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 15.12% |
$272K - $300K
|
14.1K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.51K- 30.51% |
$273K - $301K
|
5.72K
$757K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.53K- 29.85% |
$275K - $303K
|
5.94K
$785K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.56K- 22.58% |
$278K - $306K
|
8.77K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.58K- 25.98% |
$281K - $309K
|
7.35K
$972K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.58K- 99.73% |
$281K - $309K
|
7
$925
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.83K- 62.83% |
$308K - $340K
|
1.68K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.98K- 5.48% |
$324K - $358K
|
51.5K
$6.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3K- 2.49% |
$326K - $359K
|
118K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 61.31% |
$332K - $366K
|
1.93K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 0.97% |
$333K - $367K
|
314K
$41.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-3.17K- 6.7% |
$344K - $379K
|
44.1K
$5.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 20.72% |
$358K - $395K
|
12.6K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 1.7% |
$359K - $395K
|
191K
$25.2M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.3K- 12.34% |
$359K - $396K
|
23.5K
$3.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.44K- 19.02% |
$374K - $412K
|
14.6K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 37.1% |
$379K - $418K
|
5.91K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.49K- 2.03% |
$379K - $418K
|
168K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.5K- 14.56% |
$380K - $419K
|
20.5K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.51K- 62.17% |
$381K - $420K
|
2.13K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.51K- 31.59% |
$382K - $421K
|
7.61K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.57K- 11.62% |
$388K - $428K
|
27.2K
$3.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.66K- 3.65% |
$398K - $439K
|
96.6K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.73K- 23.89% |
$405K - $446K
|
11.9K
$1.57M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.74K- 10.41% |
$407K - $448K
|
32.2K
$4.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.75K- 47.19% |
$408K - $450K
|
4.2K
$555K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.9K- 5.61% |
$424K - $467K
|
65.6K
$8.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.91K- 9.08% |
$425K - $469K
|
39.2K
$5.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.93K- 39.75% |
$428K - $471K
|
5.96K
$788K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.05K- 34.52% |
$440K - $485K
|
7.67K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.14K- 37.88% |
$449K - $496K
|
6.78K
$897K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.17K- 4.02% |
$453K - $500K
|
99.6K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.17K- 24.0% |
$454K - $500K
|
13.2K
$1.75M
|