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 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-330- 5.63% |
$35.9K - $39.5K
|
5.53K
$731K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-333- 0.54% |
$36.2K - $39.9K
|
61.2K
$8.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-335- 7.33% |
$36.4K - $40.1K
|
4.24K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-340- 7.44% |
$37K - $40.7K
|
4.23K
$559K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-352- 7.22% |
$38.3K - $42.2K
|
4.52K
$597K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-352- 3.63% |
$38.3K - $42.2K
|
9.35K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-352- 14.0% |
$38.3K - $42.2K
|
2.16K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-353- 14.24% |
$38.4K - $42.3K
|
2.13K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 25.39% |
$38.5K - $42.4K
|
1.04K
$137K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-363- 1.41% |
$39.5K - $43.5K
|
25.3K
$3.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-370- 8.61% |
$40.2K - $44.3K
|
3.93K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-377- 11.41% |
$41K - $45.2K
|
2.93K
$387K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-395- 7.74% |
$42.9K - $47.3K
|
4.71K
$622K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-403- 14.52% |
$43.8K - $48.3K
|
2.37K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-406- 0.97% |
$44.1K - $48.7K
|
41.3K
$5.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-411- 1.09% |
$44.7K - $49.3K
|
37.3K
$4.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-415- 14.25% |
$45.1K - $49.7K
|
2.5K
$330K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-424- 10.31% |
$46.1K - $50.8K
|
3.69K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-427- 2.13% |
$46.4K - $51.2K
|
19.6K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-452- 11.22% |
$49.1K - $54.2K
|
3.58K
$473K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 1.18% |
$50.1K - $55.2K
|
38.6K
$5.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-467- 13.5% |
$50.8K - $56K
|
2.99K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-483- 0.49% |
$52.5K - $57.9K
|
98.8K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-496- 4.36% |
$53.9K - $59.4K
|
10.9K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-513- 13.55% |
$55.8K - $61.5K
|
3.27K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-518- 5.46% |
$56.3K - $62.1K
|
8.97K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-525- 5.66% |
$57.1K - $62.9K
|
8.75K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-542- 7.51% |
$58.9K - $65K
|
6.68K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-552- 9.65% |
$60K - $66.2K
|
5.17K
$684K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-556- 18.96% |
$60.4K - $66.6K
|
2.38K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-559- 27.67% |
$60.8K - $67K
|
1.46K
$193K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-560- 3.65% |
$60.9K - $67.1K
|
14.8K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-562- 3.66% |
$61.1K - $67.4K
|
14.8K
$1.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-567- 0.9% |
$61.6K - $67.9K
|
62.2K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-573- 22.27% |
$62.3K - $68.7K
|
2K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-582- 11.81% |
$63.3K - $69.7K
|
4.35K
$575K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-587- 3.27% |
$63.8K - $70.3K
|
17.4K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-590- 1.33% |
$64.1K - $70.7K
|
43.8K
$5.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-600- 1.12% |
$65.2K - $71.9K
|
52.8K
$6.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-600- 14.8% |
$65.2K - $71.9K
|
3.46K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-602- 7.71% |
$65.4K - $72.1K
|
7.2K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-609- 6.72% |
$66.2K - $73K
|
8.46K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-613- 3.99% |
$66.6K - $73.5K
|
14.8K
$1.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-618- 2.05% |
$67.2K - $74.1K
|
29.5K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-664- 7.37% |
$72.2K - $79.6K
|
8.34K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-680- 7.86% |
$73.9K - $81.5K
|
7.97K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-694- 7.91% |
$75.4K - $83.2K
|
8.08K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-699- 9.96% |
$76K - $83.8K
|
6.32K
$836K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-712- 27.8% |
$77.4K - $85.3K
|
1.85K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-719- 21.01% |
$78.1K - $86.2K
|
2.7K
$357K
|