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 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-723- 16.08% |
$78.6K - $86.6K
|
3.77K
$499K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-724- 0.09% |
$78.7K - $86.8K
|
771K
$102M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-739- 3.28% |
$80.3K - $88.6K
|
21.8K
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-770- 7.13% |
$83.7K - $92.3K
|
10K
$1.33M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-780- 3.76% |
$84.8K - $93.5K
|
20K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-782- 9.96% |
$85K - $93.7K
|
7.07K
$934K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-793- 10.96% |
$86.2K - $95K
|
6.44K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-797- 2.68% |
$86.6K - $95.5K
|
28.9K
$3.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-809- 10.91% |
$87.9K - $97K
|
6.61K
$873K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-835- 6.89% |
$90.8K - $100K
|
11.3K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-844- 6.76% |
$91.7K - $101K
|
11.6K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-864- 30.34% |
$93.9K - $104K
|
1.98K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-892- 9.71% |
$97K - $107K
|
8.29K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-929- 2.29% |
$101K - $111K
|
39.6K
$5.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-937- 7.68% |
$102K - $112K
|
11.3K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-941- 19.34% |
$102K - $113K
|
3.92K
$519K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-947- 99.89% |
$103K - $113K
|
1
$132
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-956- 6.22% |
$104K - $115K
|
14.4K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-963- 10.74% |
$105K - $115K
|
8K
$1.06M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.03K- 8.53% |
$112K - $124K
|
11.1K
$1.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.05K- 0.79% |
$114K - $125K
|
131K
$17.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 89.6% |
$115K - $127K
|
123
$16.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.07K- 17.35% |
$116K - $128K
|
5.1K
$674K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.08K- 4.15% |
$117K - $129K
|
24.9K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.09K- 2.58% |
$118K - $131K
|
41.1K
$5.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.09K- 23.69% |
$119K - $131K
|
3.52K
$466K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 39.86% |
$120K - $132K
|
1.66K
$219K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11K- 2.33% |
$120K - $132K
|
46.2K
$6.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.12K- 6.77% |
$121K - $134K
|
15.4K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.13K- 29.41% |
$123K - $136K
|
2.72K
$359K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 38.99% |
$125K - $137K
|
1.8K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15K- 26.38% |
$125K - $138K
|
3.2K
$423K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.22K- 28.52% |
$133K - $146K
|
3.06K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.26K- 6.52% |
$137K - $151K
|
18.1K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 22.58% |
$144K - $159K
|
4.55K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.35K- 11.21% |
$147K - $162K
|
10.7K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 1.99% |
$152K - $168K
|
68.9K
$9.11M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.42K- 21.8% |
$154K - $170K
|
5.09K
$673K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.43K- 29.41% |
$155K - $171K
|
3.42K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.43K- 38.13% |
$155K - $171K
|
2.32K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.44K- 22.04% |
$156K - $172K
|
5.08K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 1.68% |
$159K - $175K
|
85.2K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.51K- 0.91% |
$164K - $180K
|
164K
$21.7M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.53K- 31.48% |
$166K - $183K
|
3.32K
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.61K- 13.08% |
$175K - $193K
|
10.7K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.62K- 13.73% |
$176K - $194K
|
10.2K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 48.64% |
$177K - $195K
|
1.72K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 9.17% |
$182K - $201K
|
16.6K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 23.05% |
$186K - $205K
|
5.7K
$753K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.72K- 3.76% |
$187K - $206K
|
44K
$5.82M
|