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
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-11.8K- 69.09% |
$1.29M - $1.42M
|
5.29K
$700K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 21.88% |
$1.33M - $1.46M
|
43.5K
$5.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 20.25% |
$1.35M - $1.49M
|
49K
$6.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.8K- 38.02% |
$1.39M - $1.53M
|
20.9K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 72.15% |
$1.48M - $1.63M
|
5.26K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 8.63% |
$1.49M - $1.64M
|
145K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 48.39% |
$1.51M - $1.66M
|
14.8K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-14K- 99.75% |
$1.52M - $1.67M
|
35
$4.63K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.2K- 11.95% |
$1.55M - $1.7M
|
105K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.5K- 59.32% |
$1.58M - $1.74M
|
9.97K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.9K- 44.91% |
$1.62M - $1.79M
|
18.3K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-15.3K- 58.08% |
$1.66M - $1.83M
|
11K
$1.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.6K- 86.54% |
$1.69M - $1.87M
|
2.42K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 8.58% |
$1.73M - $1.91M
|
170K
$22.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16K- 17.48% |
$1.74M - $1.92M
|
75.6K
$9.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.7K- 22.19% |
$1.82M - $2.01M
|
58.7K
$7.76M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-17.1K- 50.42% |
$1.85M - $2.04M
|
16.8K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 11.39% |
$1.89M - $2.08M
|
135K
$17.9M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-17.7K- 46.43% |
$1.93M - $2.13M
|
20.5K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.8K- 13.82% |
$2.05M - $2.26M
|
118K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-19K- 42.1% |
$2.07M - $2.28M
|
26.1K
$3.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-19K- 56.97% |
$2.07M - $2.28M
|
14.4K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.2K- 47.37% |
$2.19M - $2.42M
|
22.4K
$2.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-21.5K- 12.84% |
$2.33M - $2.57M
|
146K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.1K- 38.53% |
$2.51M - $2.76M
|
36.8K
$4.86M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-23.6K- 47.76% |
$2.56M - $2.82M
|
25.8K
$3.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-24.2K- 31.33% |
$2.63M - $2.9M
|
53K
$7M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-24.2K- 3.05% |
$2.63M - $2.9M
|
769K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.8K- 84.68% |
$2.69M - $2.97M
|
4.48K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.3K- 84.03% |
$2.75M - $3.03M
|
4.81K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.4K- 39.74% |
$2.76M - $3.04M
|
38.5K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-26.7K- 63.38% |
$2.9M - $3.2M
|
15.4K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-27K- 13.1% |
$2.93M - $3.23M
|
179K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.9K- 34.54% |
$3.36M - $3.7M
|
58.6K
$7.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.1K- 35.3% |
$3.59M - $3.96M
|
60.6K
$8.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-35K- 25.12% |
$3.8M - $4.19M
|
104K
$13.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-35.3K- 17.24% |
$3.84M - $4.23M
|
170K
$22.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-39.8K- 87.59% |
$4.32M - $4.77M
|
5.64K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-43K- 17.7% |
$4.67M - $5.15M
|
200K
$26.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-45.3K- 34.35% |
$4.92M - $5.43M
|
86.6K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.9K- 94.61% |
$4.99M - $5.5M
|
2.61K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.9K- 5.35% |
$5.53M - $6.1M
|
900K
$119M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55.5K- 63.4% |
$6.03M - $6.65M
|
32.1K
$4.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-55.9K- 53.61% |
$6.08M - $6.7M
|
48.4K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-56.6K- 47.41% |
$6.16M - $6.79M
|
62.8K
$8.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.8K- 12.93% |
$7.37M - $8.12M
|
457K
$60.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-84.4K- 15.78% |
$9.17M - $10.1M
|
450K
$59.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.5K- 3.6% |
$9.18M - $10.1M
|
2.26M
$299M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-90.4K- 97.21% |
$9.82M - $10.8M
|
2.59K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-90.7K- 75.04% |
$9.86M - $10.9M
|
30.2K
$3.99M
|