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 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.23K- 40.53% |
$460K - $507K
|
6.21K
$820K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-4.24K- 20.59% |
$461K - $508K
|
16.3K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.3K- 56.54% |
$467K - $515K
|
3.3K
$437K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.38K- 13.81% |
$476K - $525K
|
27.4K
$3.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.42K- 22.67% |
$480K - $529K
|
15.1K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.52K- 27.01% |
$492K - $542K
|
12.2K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.66K- 7.41% |
$506K - $558K
|
58.2K
$7.69M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.75K- 50.89% |
$516K - $569K
|
4.58K
$606K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-4.76K- 22.55% |
$517K - $570K
|
16.3K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.99K- 23.31% |
$543K - $598K
|
16.4K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.08K- 7.8% |
$552K - $609K
|
60K
$7.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.21K- 82.92% |
$566K - $624K
|
1.07K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.23K- 30.4% |
$569K - $627K
|
12K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.37K- 15.42% |
$584K - $644K
|
29.5K
$3.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.41K- 8.9% |
$588K - $649K
|
55.4K
$7.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.6K- 1.06% |
$609K - $671K
|
521K
$68.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.73K- 63.47% |
$623K - $687K
|
3.3K
$436K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.01K- 6.89% |
$654K - $721K
|
81.3K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.01K- 6.89% |
$654K - $721K
|
81.3K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.12K- 19.62% |
$665K - $733K
|
25.1K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6.13K- 76.43% |
$667K - $735K
|
1.89K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.21K- 1.74% |
$675K - $744K
|
351K
$46.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.29K- 6.77% |
$684K - $754K
|
86.7K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.7K- 4.57% |
$728K - $803K
|
140K
$18.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.82K- 16.26% |
$741K - $817K
|
35.1K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.43K- 7.9% |
$808K - $890K
|
86.6K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.58K- 69.77% |
$824K - $908K
|
3.29K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7.66K- 61.5% |
$832K - $917K
|
4.79K
$634K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.92K- 67.19% |
$860K - $949K
|
3.87K
$511K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.32K- 6.73% |
$904K - $996K
|
115K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.32K- 59.39% |
$904K - $997K
|
5.69K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.96K- 12.44% |
$974K - $1.07M
|
63.1K
$8.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.04K- 59.21% |
$982K - $1.08M
|
6.23K
$823K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.06K- 46.9% |
$985K - $1.09M
|
10.3K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-9.24K- 89.92% |
$1M - $1.11M
|
1.04K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-9.4K- 71.77% |
$1.02M - $1.13M
|
3.7K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.51K- 35.77% |
$1.03M - $1.14M
|
17.1K
$2.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-9.53K- 18.29% |
$1.04M - $1.14M
|
42.6K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9.69K- 42.01% |
$1.05M - $1.16M
|
13.4K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.7K- 35.61% |
$1.05M - $1.16M
|
17.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 93.49% |
$1.12M - $1.23M
|
717
$94.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.5K- 3.34% |
$1.14M - $1.26M
|
304K
$40.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.5K- 66.97% |
$1.14M - $1.26M
|
5.19K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.9K- 30.09% |
$1.19M - $1.31M
|
25.4K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.1K- 47.41% |
$1.2M - $1.33M
|
12.3K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 17.36% |
$1.23M - $1.35M
|
53.7K
$7.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 9.71% |
$1.25M - $1.38M
|
107K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11.6K- 81.47% |
$1.26M - $1.39M
|
2.63K
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.8K- 4.54% |
$1.28M - $1.41M
|
247K
$32.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-11.8K- 57.64% |
$1.28M - $1.42M
|
8.69K
$1.15M
|