Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
6K
New
$561K - $605K
6K $793K
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
5.93K
+ 13.76%
$554K - $598K
49K $6.48M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.92K
+ 22.42%
$553K - $597K
32.3K $4.27M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.81K
+ 50.53%
$543K - $586K
17.3K $2.29M
Oct 10, 2023 Q3 2023
Impac Tfolio, LLC

BUY
 -
5.78K
+ 3.12%
$540K - $583K
191K $25.3M
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
5.35K
New
$500K - $539K
5.35K $707K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
5.27K
+ 13.76%
$493K - $531K
43.6K $5.76M
Oct 27, 2023 Q3 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
5.25K
+ 6.35%
$491K - $530K
88K $11.6M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
5.23K
New
$489K - $528K
5.23K $692K
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
5K
+ 7.0%
$467K - $504K
76.3K $10.1M
Nov 08, 2023 Q3 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
4.8K
+ 18.75%
$449K - $484K
30.4K $4.02M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
4.79K
New
$448K - $484K
4.79K $634K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
4.68K
New
$437K - $472K
4.68K $618K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.41K
+ 124.64%
$412K - $444K
7.94K $1.05M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
4.15K
+ 60.48%
$388K - $418K
11K $1.46M
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
3.74K
+ 123.54%
$350K - $377K
6.77K $895K
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

BUY
 -
3.71K
+ 178.17%
$346K - $374K
5.79K $765K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
3.5K
+ 2.63%
$327K - $353K
137K $18M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
3.49K
+ 13.29%
$327K - $352K
29.8K $3.94M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
3.49K
New
$326K - $352K
3.49K $461K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
3.46K
+ 16.8%
$323K - $349K
24K $3.18M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
3.36K
+ 43.86%
$314K - $338K
11K $1.45M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.31K
+ 44.49%
$310K - $334K
10.8K $1.42M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
3.23K
New
$302K - $326K
3.23K $427K
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
3.13K
New
$293K - $316K
3.13K $414K
Nov 13, 2023 Q3 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
2.96K
New
$277K - $298K
2.96K $391K
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
2.65K
New
$248K - $267K
2.65K $350K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
2.62K
+ 3.4%
$245K - $264K
79.6K $10.5M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.59K
+ 16.63%
$242K - $262K
18.2K $2.4M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
2.58K
+ 73.1%
$242K - $261K
6.12K $809K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
2.58K
New
$241K - $260K
2.58K $341K
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
2.57K
New
$240K - $259K
2.57K $339K
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
2.51K
New
$234K - $253K
2.51K $332K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
2.43K
New
$227K - $245K
2.43K $321K
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
2.4K
New
$224K - $242K
2.4K $317K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
2.39K
New
$224K - $241K
2.39K $316K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
2.33K
New
$218K - $235K
2.33K $308K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
2.25K
+ 5.25%
$211K - $227K
45.2K $5.97M
Nov 14, 2023 Q3 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
2.21K
New
$206K - $222K
2.21K $292K
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
2.17K
New
$202K - $218K
2.17K $286K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
2.04K
+ 4.77%
$191K - $206K
44.7K $5.91M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
2K
New
$187K - $202K
2K $264K
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
2K
+ 19.6%
$187K - $202K
12.2K $1.61M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.95K
+ 19.82%
$183K - $197K
11.8K $1.56M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
1.93K
+ 4.95%
$180K - $194K
40.8K $5.4M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
1.91K
+ 53.37%
$178K - $192K
5.48K $724K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.78K
+ 2.95%
$167K - $180K
62.2K $8.22M
Oct 31, 2023 Q3 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
1.69K
+ 80.22%
$158K - $171K
3.8K $502K
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.66K
+ 46.02%
$155K - $167K
5.26K $696K

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