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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
49+ 4.07% |
$5.33K - $5.87K
|
1.25K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
47+ 0.2% |
$5.11K - $5.63K
|
23.5K
$3.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 6.06% |
$4.67K - $5.15K
|
753
$97.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$4.46K - $4.91K
|
61.4K
$7.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 0.7% |
$4.35K - $4.79K
|
5.79K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
40+ 1.5% |
$4.35K - $4.79K
|
2.7K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 0.26% |
$4.13K - $4.55K
|
14.6K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
35+ 1.12% |
$3.8K - $4.19K
|
3.15K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
35New |
$3.8K - $4.19K
|
35
$4.51K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 0.38% |
$3.8K - $4.19K
|
9.3K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35+ 2.26% |
$3.8K - $4.19K
|
1.59K
$204K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33+ 0.2% |
$3.59K - $3.95K
|
16.4K
$2.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
32+ 0.32% |
$3.48K - $3.83K
|
10.1K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
30+ 1.05% |
$3.26K - $3.6K
|
2.88K
$371K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$3.15K - $3.48K
|
29
$3.74K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
29+ 1.14% |
$3.15K - $3.48K
|
2.57K
$332K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
24+ 0.7% |
$2.61K - $2.88K
|
3.44K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24+ 0.1% |
$2.61K - $2.88K
|
25K
$3.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.17% |
$2.28K - $2.52K
|
12K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
17+ 21.52% |
$1.85K - $2.04K
|
96
$12.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 10.0% |
$1.85K - $2.04K
|
187
$24.1K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.19% |
$1.41K - $1.56K
|
6.93K
$894K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.25% |
$1.3K - $1.44K
|
4.83K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10+ 0.31% |
$1.09K - $1.2K
|
3.2K
$412K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9+ 0.26% |
$978 - $1.08K
|
3.49K
$450K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.25% |
$978 - $1.08K
|
3.59K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8+ 0.26% |
$870 - $959
|
3.14K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.24% |
$761 - $839
|
2.92K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
7+ 0.06% |
$761 - $839
|
12.1K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$761 - $839
|
7
$903
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.02% |
$652 - $719
|
35.3K
$4.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6+ 0.08% |
$652 - $719
|
7.54K
$973K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.24% |
$652 - $719
|
2.49K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 0.05% |
$543 - $599
|
10.4K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5+ 0.26% |
$543 - $599
|
1.95K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$435 - $479
|
1.58K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.21% |
$435 - $479
|
1.9K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.13% |
$326 - $360
|
2.35K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3+ 0.09% |
$326 - $360
|
3.25K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$217 - $240
|
1K
$129K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2+ 0.03% |
$217 - $240
|
6.08K
$784K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$109 - $120
|
2.38K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$109 - $120
|
4.82K
$621K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$109 - $120
|
551
$71.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.08% |
$109 - $120
|
1.3K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.14% |
$109 - $120
|
731
$94.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.02% |
$109 - $120
|
5.76K
$742K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$109 - $120
|
53
$6.84K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $120
|
1.75K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1Closed |
$109 - $120
|
0
$0
|