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 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
468+ 25.23% |
$50.9K - $56.1K
|
2.32K
$307K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
451+ 6.49% |
$49K - $54K
|
7.4K
$978K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
445+ 1.28% |
$48.4K - $53.3K
|
35.2K
$4.65M
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
422+ 5.4% |
$45.9K - $50.6K
|
8.23K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
421+ 447.87% |
$45.8K - $50.5K
|
515
$68.1K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
418+ 9.91% |
$45.4K - $50.1K
|
4.64K
$613K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
416+ 4.66% |
$45.2K - $49.9K
|
9.35K
$1.24M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
414New |
$45K - $49.6K
|
414
$54.7K
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
401+ 0.56% |
$43.6K - $48.1K
|
71.8K
$9.49M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
391+ 9.39% |
$42.5K - $46.9K
|
4.55K
$602K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
374+ 1.75% |
$40.7K - $44.8K
|
21.7K
$2.87M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
370+ 2.07% |
$40.2K - $44.3K
|
18.2K
$2.41M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
350+ 4.64% |
$38K - $41.9K
|
7.89K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
342+ 9.33% |
$37.2K - $41K
|
4.01K
$530K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
296New |
$32.2K - $35.5K
|
296
$39.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
290New |
$31.5K - $34.8K
|
290
$38.3K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
268+ 14.51% |
$29.1K - $32.1K
|
2.12K
$280K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
261+ 13.85% |
$28.4K - $31.3K
|
2.15K
$284K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
249+ 0.47% |
$27.1K - $29.8K
|
53.2K
$7.03M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
234+ 6.61% |
$25.4K - $28K
|
3.77K
$499K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
227+ 9.71% |
$24.7K - $27.2K
|
2.56K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
220+ 0.46% |
$23.9K - $26.4K
|
48.5K
$6.41M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
200+ 17.65% |
$21.7K - $24K
|
1.33K
$176K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
198+ 44.1% |
$21.5K - $23.7K
|
647
$85.5K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
196+ 1.04% |
$21.3K - $23.5K
|
19K
$2.51M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
194+ 2.22% |
$21.1K - $23.2K
|
8.94K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161+ 13.95% |
$17.5K - $19.3K
|
1.32K
$174K
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
155+ 2.03% |
$16.8K - $18.6K
|
7.79K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
150New |
$16.3K - $18K
|
150
$19.8K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
146+ 6.18% |
$15.9K - $17.5K
|
2.51K
$332K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
142+ 2.24% |
$15.4K - $17K
|
6.48K
$856K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
131+ 1.82% |
$14.2K - $15.7K
|
7.33K
$969K
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
129+ 0.74% |
$14K - $15.5K
|
17.6K
$2.33M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
118+ 2.69% |
$12.8K - $14.1K
|
4.5K
$595K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
115+ 3.32% |
$12.5K - $13.8K
|
3.58K
$473K
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
114+ 5.07% |
$12.4K - $13.7K
|
2.36K
$312K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 113.0% |
$12.3K - $13.5K
|
213
$28.2K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
104+ 22.96% |
$11.3K - $12.5K
|
557
$73.6K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 23.02% |
$10.4K - $11.5K
|
513
$67.8K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
87+ 0.39% |
$9.46K - $10.4K
|
22.5K
$2.98M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
78+ 13.43% |
$8.48K - $9.35K
|
659
$87.1K
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
67+ 1.13% |
$7.28K - $8.03K
|
5.98K
$790K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
62+ 0.25% |
$6.74K - $7.43K
|
24.8K
$3.28M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
56New |
$6.09K - $6.71K
|
56
$7.4K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
55New |
$5.98K - $6.59K
|
55
$7.27K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50+ 0.67% |
$5.43K - $5.99K
|
7.47K
$988K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
49+ 4.07% |
$5.33K - $5.87K
|
1.25K
$166K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
47+ 0.2% |
$5.11K - $5.63K
|
23.5K
$3.1M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 6.06% |
$4.67K - $5.15K
|
753
$99.5K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$4.46K - $4.91K
|
61.4K
$8.11M
|