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
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.85KNew |
$201K - $222K
|
1.85K
$244K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$198K - $219K
|
1.82K
$241K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.74KNew |
$189K - $208K
|
1.74K
$230K
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.73KNew |
$188K - $208K
|
1.73K
$229K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.73KNew |
$188K - $208K
|
1.73K
$229K
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
1.7KNew |
$185K - $204K
|
1.7K
$225K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.7KNew |
$184K - $203K
|
1.7K
$224K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.69KNew |
$184K - $203K
|
1.69K
$224K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.69K+ 2.38% |
$183K - $202K
|
72.6K
$9.6M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.69K+ 2.38% |
$183K - $202K
|
72.6K
$9.6M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.64K+ 63.91% |
$179K - $197K
|
4.21K
$557K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.61K+ 9.27% |
$175K - $193K
|
19K
$2.51M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.57K+ 9.08% |
$170K - $188K
|
18.8K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 38.68% |
$153K - $168K
|
5.03K
$665K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.34K+ 22.41% |
$145K - $160K
|
7.3K
$965K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.33K+ 2.18% |
$145K - $160K
|
62.5K
$8.26M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.32K+ 38.11% |
$144K - $159K
|
4.8K
$634K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.3K+ 0.76% |
$142K - $156K
|
172K
$22.8M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.22K+ 12.42% |
$133K - $147K
|
11.1K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.11K+ 16.39% |
$120K - $133K
|
7.85K
$1.04M
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.09K+ 11.79% |
$118K - $130K
|
10.3K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.03K+ 18.98% |
$111K - $123K
|
6.43K
$849K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 8.74% |
$109K - $120K
|
12.5K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
999+ 41.35% |
$109K - $120K
|
3.42K
$451K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
923+ 22.86% |
$100K - $111K
|
4.96K
$656K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
905+ 4.93% |
$98.4K - $108K
|
19.3K
$2.55M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
894+ 3.49% |
$97.2K - $107K
|
26.5K
$3.5M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
884+ 15.3% |
$96.1K - $106K
|
6.66K
$881K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
860+ 1.96% |
$93.5K - $103K
|
44.6K
$5.9M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
820New |
$89.1K - $98.3K
|
820
$108K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
803New |
$87.3K - $96.2K
|
803
$106K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
787+ 10.28% |
$85.5K - $94.3K
|
8.45K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
781+ 34.94% |
$84.9K - $93.6K
|
3.02K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
776+ 15.73% |
$84.3K - $93K
|
5.71K
$755K
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
723+ 5.29% |
$78.6K - $86.6K
|
14.4K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
719New |
$78.1K - $86.2K
|
719
$95K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
711+ 8.91% |
$77.3K - $85.2K
|
8.69K
$1.15M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
709+ 2.38% |
$77.1K - $85K
|
30.5K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
707+ 0.45% |
$76.8K - $84.7K
|
158K
$20.9M
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
700+ 2.67% |
$76.1K - $83.9K
|
26.9K
$3.55M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
660+ 0.76% |
$71.7K - $79.1K
|
87.7K
$11.6M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
645+ 37.07% |
$70.1K - $77.3K
|
2.39K
$315K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
587New |
$63.8K - $70.3K
|
587
$77.6K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
575+ 4.42% |
$62.5K - $68.9K
|
13.6K
$1.79M
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
560+ 0.56% |
$60.9K - $67.1K
|
101K
$13.3M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
552+ 16.86% |
$60K - $66.2K
|
3.83K
$506K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
536+ 0.37% |
$58.3K - $64.2K
|
145K
$19.2M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
503+ 22.63% |
$54.7K - $60.3K
|
2.73K
$360K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
503+ 59.18% |
$54.7K - $60.3K
|
1.35K
$179K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
498New |
$54.1K - $59.7K
|
498
$65.8K
|