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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8- 0.07% |
$870 - $959
|
11.1K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-10- 0.4% |
$1.09K - $1.2K
|
2.46K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-10- 0.11% |
$1.09K - $1.2K
|
9.16K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.09K - $1.2K
|
3.74K
$478K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16- 0.07% |
$1.74K - $1.92K
|
23K
$2.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.52% |
$2.17K - $2.4K
|
3.81K
$486K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-23- 0.74% |
$2.5K - $2.76K
|
3.08K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.68% |
$2.5K - $2.76K
|
3.35K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-23- 3.14% |
$2.5K - $2.76K
|
710
$90.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-24- 0.17% |
$2.61K - $2.88K
|
14.2K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-25- 0.18% |
$2.72K - $3K
|
13.6K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-27- 1.39% |
$2.93K - $3.24K
|
1.92K
$245K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-33- 0.2% |
$3.59K - $3.95K
|
16.2K
$2.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-34- 0.28% |
$3.7K - $4.07K
|
12K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-35- 1.58% |
$3.8K - $4.19K
|
2.19K
$279K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-36- 67.92% |
$3.91K - $4.31K
|
17
$2.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 1.11% |
$4.02K - $4.43K
|
3.28K
$419K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-41- 0.4% |
$4.46K - $4.91K
|
10.3K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-41- 4.27% |
$4.46K - $4.91K
|
919
$117K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-42- 0.22% |
$4.56K - $5.03K
|
19K
$2.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-43- 97.73% |
$4.67K - $5.15K
|
1
$128
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44- 1.7% |
$4.78K - $5.27K
|
2.55K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-45- 0.51% |
$4.89K - $5.39K
|
8.83K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48- 0.9% |
$5.22K - $5.75K
|
5.28K
$674K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 6.05% |
$5.22K - $5.75K
|
746
$95.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-50- 0.77% |
$5.43K - $5.99K
|
6.43K
$821K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-50- 1.39% |
$5.43K - $5.99K
|
3.54K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-50- 1.86% |
$5.43K - $5.99K
|
2.63K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-52- 0.6% |
$5.65K - $6.23K
|
8.64K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-55- 1.3% |
$5.98K - $6.59K
|
4.18K
$533K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-55- 1.07% |
$5.98K - $6.59K
|
5.09K
$650K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-63- 2.92% |
$6.85K - $7.55K
|
2.09K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-64- 0.25% |
$6.96K - $7.67K
|
25.3K
$3.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-66- 1.04% |
$7.17K - $7.91K
|
6.29K
$804K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-67- 0.98% |
$7.28K - $8.03K
|
6.75K
$862K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-68- 0.14% |
$7.39K - $8.15K
|
47.4K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-70- 1.73% |
$7.61K - $8.39K
|
3.98K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-71- 7.97% |
$7.72K - $8.51K
|
820
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.5% |
$8.59K - $9.47K
|
5.2K
$664K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-84- 1.71% |
$9.13K - $10.1K
|
4.82K
$615K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-87- 1.17% |
$9.46K - $10.4K
|
7.36K
$940K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-90- 17.51% |
$9.78K - $10.8K
|
424
$54.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-91- 4.0% |
$9.89K - $10.9K
|
2.19K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 2.41% |
$10K - $11K
|
3.72K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.3% |
$10.1K - $11.1K
|
31.3K
$4M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 4.17% |
$10.9K - $12K
|
2.3K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-101- 3.88% |
$11K - $12.1K
|
2.5K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-101- 2.96% |
$11K - $12.1K
|
3.31K
$422K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-105- 1.7% |
$11.4K - $12.6K
|
6.09K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-106- 1.15% |
$11.5K - $12.7K
|
9.12K
$1.17M
|