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 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-110- 2.64% |
$12K - $13.2K
|
4.06K
$537K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-117- 2.24% |
$12.7K - $14K
|
5.1K
$674K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-119- 2.59% |
$12.9K - $14.3K
|
4.47K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-120- 0.77% |
$13K - $14.4K
|
15.5K
$2.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-121- 2.55% |
$13.2K - $14.5K
|
4.63K
$612K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-127- 0.91% |
$13.8K - $15.2K
|
13.9K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-131- 1.05% |
$14.2K - $15.7K
|
12.4K
$1.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-135- 43.41% |
$14.7K - $16.2K
|
176
$23.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-135- 2.45% |
$14.7K - $16.2K
|
5.37K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-138- 1.55% |
$15K - $16.5K
|
8.78K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-139- 3.35% |
$15.1K - $16.7K
|
4.01K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-147- 5.51% |
$16K - $17.6K
|
2.52K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-150- 6.12% |
$16.3K - $18K
|
2.3K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-150- 0.6% |
$16.3K - $18K
|
24.7K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-152- 48.25% |
$16.5K - $18.2K
|
163
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-159- 0.28% |
$17.3K - $19.1K
|
56.1K
$7.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-161- 1.64% |
$17.5K - $19.3K
|
9.67K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-162- 26.05% |
$17.6K - $19.4K
|
460
$60.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-163- 42.34% |
$17.7K - $19.5K
|
222
$29.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-165- 3.99% |
$17.9K - $19.8K
|
3.97K
$524K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-166- 2.31% |
$18K - $19.9K
|
7.02K
$927K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-168- 2.69% |
$18.3K - $20.1K
|
6.07K
$802K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-174- 8.57% |
$18.9K - $20.9K
|
1.86K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-175- 2.88% |
$19K - $21K
|
5.9K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-177- 1.85% |
$19.2K - $21.2K
|
9.4K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-186- 9.21% |
$20.2K - $22.3K
|
1.83K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-187- 5.81% |
$20.3K - $22.4K
|
3.03K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-193- 60.69% |
$21K - $23.1K
|
125
$16.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-195- 10.03% |
$21.2K - $23.4K
|
1.75K
$231K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-198- 3.08% |
$21.5K - $23.7K
|
6.24K
$824K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 11.87% |
$21.7K - $24K
|
1.49K
$196K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-200- 7.82% |
$21.7K - $24K
|
2.36K
$312K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-204- 0.91% |
$22.2K - $24.4K
|
22.2K
$2.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-207- 9.75% |
$22.5K - $24.8K
|
1.92K
$253K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-209- 5.1% |
$22.7K - $25K
|
3.89K
$514K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-222- 10.32% |
$24.1K - $26.6K
|
1.93K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-225- 2.82% |
$24.5K - $27K
|
7.75K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-225- 2.7% |
$24.5K - $27K
|
8.1K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-236- 0.7% |
$25.7K - $28.3K
|
33.6K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-245- 1.04% |
$26.6K - $29.4K
|
23.4K
$3.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-259- 3.49% |
$28.2K - $31K
|
7.16K
$947K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-260- 5.61% |
$28.3K - $31.2K
|
4.37K
$578K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-288- 6.41% |
$31.3K - $34.5K
|
4.2K
$556K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-289- 3.04% |
$31.4K - $34.6K
|
9.23K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-294- 74.43% |
$32K - $35.2K
|
101
$13.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-295- 1.69% |
$32.1K - $35.4K
|
17.1K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-295- 2.05% |
$32.1K - $35.4K
|
14.1K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-298- 1.87% |
$32.4K - $35.7K
|
15.7K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-319- 2.27% |
$34.7K - $38.2K
|
13.7K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-325- 3.02% |
$35.3K - $38.9K
|
10.4K
$1.38M
|