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 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$836K - $922K
|
7.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.31K+ 7.45% |
$795K - $877K
|
105K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.27KNew |
$790K - $871K
|
7.27K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.91KNew |
$751K - $828K
|
6.91K
$914K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.79KNew |
$738K - $814K
|
6.79K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
6.74KNew |
$733K - $808K
|
6.74K
$891K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
6.68KNew |
$726K - $800K
|
6.68K
$883K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
6.67KNew |
$725K - $800K
|
6.67K
$882K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.66K+ 13.46% |
$724K - $798K
|
56.1K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.53K+ 1.71% |
$709K - $782K
|
389K
$51.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.5KNew |
$707K - $779K
|
6.5K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.79K+ 1.15% |
$629K - $693K
|
511K
$67.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.62K+ 29.39% |
$611K - $674K
|
24.8K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.5K+ 54.46% |
$598K - $659K
|
15.6K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.33K+ 121.35% |
$579K - $639K
|
9.72K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.25K+ 14.16% |
$570K - $629K
|
42.3K
$5.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.06K+ 161.23% |
$550K - $607K
|
8.2K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.87K+ 14.46% |
$529K - $583K
|
38.5K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.74K+ 4.85% |
$515K - $568K
|
102K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.55KNew |
$494K - $545K
|
4.55K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.54K+ 9.18% |
$493K - $544K
|
54K
$7.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
4.13K+ 83.63% |
$449K - $495K
|
9.07K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.01K+ 20.17% |
$435K - $480K
|
23.9K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.8K+ 44.12% |
$413K - $455K
|
12.4K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$388K - $428K
|
3.57K
$472K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.38KNew |
$368K - $405K
|
3.38K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.31KNew |
$360K - $397K
|
3.31K
$437K
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.1K+ 1.83% |
$337K - $371K
|
173K
$22.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.06K+ 100.26% |
$332K - $366K
|
6.1K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$330K - $364K
|
3.03K
$401K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93K+ 6.69% |
$318K - $351K
|
46.7K
$6.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.89K+ 3.47% |
$314K - $346K
|
86.2K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.8KNew |
$305K - $336K
|
2.8K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.7KNew |
$294K - $324K
|
2.7K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 65.42% |
$292K - $322K
|
6.79K
$897K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.66KNew |
$289K - $318K
|
2.66K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.63KNew |
$286K - $315K
|
2.63K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.52K+ 37.61% |
$274K - $302K
|
9.24K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.46K+ 9.26% |
$268K - $295K
|
29K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 0.79% |
$262K - $289K
|
309K
$40.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 2.35% |
$258K - $284K
|
103K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.35KNew |
$256K - $282K
|
2.35K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.33K+ 300.13% |
$253K - $279K
|
3.11K
$410K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.29KNew |
$249K - $274K
|
2.29K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.13KNew |
$232K - $255K
|
2.13K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.12KNew |
$230K - $254K
|
2.12K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 10.99% |
$221K - $243K
|
20.5K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.01K+ 22.95% |
$218K - $241K
|
10.8K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.94K+ 31.01% |
$211K - $233K
|
8.2K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.89KNew |
$205K - $226K
|
1.89K
$249K
|