Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.9K- 60.24% |
$645K - $696K
|
4.55K
$602K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-7.22KClosed |
$675K - $729K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.3K- 13.35% |
$682K - $736K
|
47.4K
$6.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-7.38K- 34.06% |
$690K - $744K
|
14.3K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.43K- 38.88% |
$695K - $749K
|
11.7K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.54K- 16.33% |
$705K - $760K
|
38.6K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.61K- 20.33% |
$711K - $768K
|
29.8K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.7K- 22.4% |
$719K - $776K
|
26.7K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.85K- 12.86% |
$734K - $792K
|
53.2K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.87K- 7.27% |
$736K - $794K
|
100K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.34K- 48.4% |
$780K - $841K
|
8.89K
$1.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.99K- 20.81% |
$841K - $907K
|
34.2K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.55K- 11.29% |
$892K - $963K
|
75K
$9.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-9.6K- 4.75% |
$898K - $969K
|
193K
$25.5M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.7K- 15.58% |
$907K - $979K
|
52.6K
$6.95M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.78K- 3.96% |
$914K - $986K
|
237K
$31.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.2K- 36.85% |
$949K - $1.02M
|
17.4K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.2K- 6.5% |
$956K - $1.03M
|
147K
$19.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 35.03% |
$963K - $1.04M
|
19.1K
$2.53M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-10.6K- 24.19% |
$991K - $1.07M
|
33.2K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.7K- 16.01% |
$1M - $1.08M
|
56.3K
$7.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10.9K- 24.93% |
$1.02M - $1.1M
|
32.7K
$4.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.1K- 31.13% |
$1.04M - $1.12M
|
24.5K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.1K- 34.66% |
$1.04M - $1.12M
|
21K
$2.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 6.25% |
$1.05M - $1.13M
|
168K
$22.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12.5K- 41.04% |
$1.17M - $1.26M
|
18K
$2.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-12.5K- 29.55% |
$1.17M - $1.26M
|
29.9K
$3.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.6K- 36.41% |
$1.27M - $1.37M
|
23.7K
$3.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13.7K- 29.07% |
$1.28M - $1.38M
|
33.5K
$4.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13.7K- 92.15% |
$1.28M - $1.38M
|
1.17K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14K- 42.17% |
$1.3M - $1.41M
|
19.1K
$2.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-14.1K- 19.93% |
$1.31M - $1.42M
|
56.5K
$7.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.3K- 23.19% |
$1.34M - $1.44M
|
47.4K
$6.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.5K- 17.42% |
$1.36M - $1.47M
|
68.9K
$9.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-14.8K- 46.09% |
$1.39M - $1.49M
|
17.3K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.9K- 10.02% |
$1.39M - $1.5M
|
133K
$17.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.9K- 24.89% |
$1.4M - $1.51M
|
45.1K
$5.96M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-15.1K- 23.52% |
$1.41M - $1.52M
|
49K
$6.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-15.1K- 79.51% |
$1.41M - $1.52M
|
3.88K
$513K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.2K- 31.44% |
$1.42M - $1.53M
|
33.1K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.4K- 27.23% |
$1.44M - $1.55M
|
41.2K
$5.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-15.4K- 29.97% |
$1.44M - $1.56M
|
36.1K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-16.6K- 4.55% |
$1.55M - $1.68M
|
348K
$46.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-16.7K- 11.25% |
$1.56M - $1.68M
|
132K
$17.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.7K- 9.39% |
$1.56M - $1.68M
|
161K
$21.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.7K- 2.02% |
$1.56M - $1.68M
|
812K
$107M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17K- 24.66% |
$1.59M - $1.71M
|
51.8K
$6.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.3K- 14.27% |
$1.61M - $1.74M
|
104K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.3K- 9.36% |
$1.62M - $1.75M
|
168K
$22.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 22.29% |
$1.63M - $1.76M
|
60.9K
$8.05M
|