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 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 19.47% |
$1.64M - $1.77M
|
72.4K
$9.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 14.49% |
$1.74M - $1.88M
|
110K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.1K- 21.73% |
$1.78M - $1.92M
|
68.7K
$9.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19.5K- 28.22% |
$1.82M - $1.97M
|
49.6K
$6.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 40.41% |
$1.84M - $1.98M
|
29K
$3.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-20K- 23.6% |
$1.87M - $2.02M
|
64.8K
$8.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22.6K- 20.67% |
$2.11M - $2.28M
|
86.7K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-22.6K- 59.93% |
$2.12M - $2.28M
|
15.1K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.5K- 52.31% |
$2.2M - $2.37M
|
21.4K
$2.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 89.42% |
$2.2M - $2.37M
|
2.79K
$368K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-23.9K- 24.02% |
$2.23M - $2.41M
|
75.5K
$9.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-25.8K- 57.09% |
$2.41M - $2.6M
|
19.4K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.2K- 56.63% |
$2.45M - $2.64M
|
20.1K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.5K- 19.98% |
$2.48M - $2.68M
|
106K
$14.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.6K- 35.48% |
$2.49M - $2.68M
|
48.4K
$6.4M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.7K- 23.37% |
$2.5M - $2.69M
|
87.6K
$11.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-28.1K- 10.8% |
$2.62M - $2.83M
|
232K
$30.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-28.9K- 41.33% |
$2.7M - $2.91M
|
41K
$5.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-28.9K- 27.64% |
$2.71M - $2.92M
|
75.8K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-29.7K- 51.53% |
$2.77M - $2.99M
|
27.9K
$3.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.3K- 81.68% |
$2.83M - $3.05M
|
6.79K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.4K- 14.24% |
$2.84M - $3.06M
|
183K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30.4K- 9.04% |
$2.84M - $3.06M
|
306K
$40.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.6K- 24.28% |
$2.86M - $3.09M
|
95.5K
$12.6M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-31.8K- 42.17% |
$2.97M - $3.2M
|
43.6K
$5.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.5K- 44.57% |
$3.04M - $3.27M
|
40.4K
$5.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-33.5K- 34.68% |
$3.13M - $3.38M
|
63.1K
$8.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.2K- 24.71% |
$3.29M - $3.55M
|
107K
$14.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-35.3K- 19.72% |
$3.3M - $3.56M
|
144K
$19M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-36.3K- 41.79% |
$3.39M - $3.66M
|
50.5K
$6.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36.7K- 76.38% |
$3.43M - $3.7M
|
11.3K
$1.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37.8K- 66.66% |
$3.53M - $3.81M
|
18.9K
$2.5M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-39.4K- 24.9% |
$3.68M - $3.97M
|
119K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.7K- 1.06% |
$3.71M - $4.01M
|
3.7M
$489M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-40K- 49.91% |
$3.74M - $4.04M
|
40.2K
$5.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-41.1K- 4.68% |
$3.84M - $4.14M
|
836K
$111M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-42.9K- 99.26% |
$4.01M - $4.33M
|
322
$42.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43K- 8.48% |
$4.02M - $4.34M
|
464K
$61.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-46.8K- 31.93% |
$4.38M - $4.72M
|
99.9K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.2K- 24.55% |
$4.41M - $4.76M
|
145K
$19.2M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49.1K- 21.49% |
$4.59M - $4.95M
|
179K
$23.7M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-50.2K- 11.44% |
$4.69M - $5.07M
|
389K
$51.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.9K- 34.03% |
$4.85M - $5.23M
|
101K
$13.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-51.9K- 29.5% |
$4.85M - $5.24M
|
124K
$16.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-52.9K- 44.41% |
$4.95M - $5.34M
|
66.2K
$8.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.1K- 12.85% |
$4.97M - $5.36M
|
360K
$47.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.8K- 20.01% |
$5.03M - $5.43M
|
215K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-55.3K- 25.38% |
$5.17M - $5.58M
|
163K
$21.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-55.4K- 11.54% |
$5.17M - $5.58M
|
424K
$56.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-56.6K- 33.83% |
$5.29M - $5.71M
|
111K
$14.6M
|