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 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
1.62K
+ 1.67%
$152K - $164K
99K $13.1M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.6K
+ 339.11%
$150K - $162K
2.08K $275K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
1.59K
+ 39.95%
$149K - $160K
5.57K $737K
Oct 24, 2023 Q3 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
1.55K
+ 1.22%
$145K - $156K
129K $17.1M
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
1.43K
+ 20.83%
$133K - $144K
8.27K $1.09M
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

BUY
 -
1.41K
+ 5.45%
$132K - $143K
27.3K $3.61M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
1.4K
+ 65.27%
$131K - $142K
3.56K $470K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.3K
+ 7.07%
$121K - $131K
19.6K $2.6M
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
1.29K
+ 17.62%
$120K - $130K
8.59K $1.14M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
1.27K
+ 5.79%
$119K - $128K
23.3K $3.08M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.03K
+ 1.29%
$96.7K - $104K
81.4K $10.8M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
979
+ 4.26%
$91.5K - $98.7K
24K $3.17M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
925
+ 8.84%
$86.5K - $93.3K
11.4K $1.51M
Nov 13, 2023 Q3 2023
Resource Planning Group

BUY
 -
915
+ 32.32%
$85.5K - $92.3K
3.75K $495K
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
888
+ 0.68%
$83K - $89.6K
132K $17.5M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
871
New
$81.4K - $87.8K
871 $115K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
839
+ 7.97%
$78.4K - $84.6K
11.4K $1.5M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
827
+ 17.49%
$77.3K - $83.4K
5.56K $734K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
808
+ 16.05%
$75.5K - $81.5K
5.84K $772K
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
786
New
$73.5K - $79.3K
786 $104K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
762
+ 8.17%
$71.2K - $76.9K
10.1K $1.33M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
687
+ 2.02%
$64.2K - $69.3K
34.7K $4.59M
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
682
+ 6.32%
$63.8K - $68.8K
11.5K $1.52M
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
669
+ 3.8%
$62.5K - $67.5K
18.3K $2.42M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
654
+ 6.07%
$61.1K - $66K
11.4K $1.51M
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
650
+ 8.87%
$60.8K - $65.6K
7.98K $1.05M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
649
+ 24.72%
$60.7K - $65.5K
3.27K $433K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
613
+ 22.58%
$57.3K - $61.8K
3.33K $440K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
609
+ 2.05%
$56.9K - $61.4K
30.3K $4.01M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
577
+ 9.69%
$53.9K - $58.2K
6.53K $863K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
573
+ 23.33%
$53.6K - $57.8K
3.03K $400K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
528
+ 10.16%
$49.4K - $53.3K
5.72K $757K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
500
New
$46.7K - $50.4K
500 $66.1K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
496
+ 12.42%
$46.4K - $50K
4.49K $594K
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
490
+ 2.18%
$45.8K - $49.4K
23K $3.03M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
490
+ 114.49%
$45.8K - $49.4K
918 $121K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
484
+ 0.74%
$45.2K - $48.8K
65.9K $8.71M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
484
+ 11.37%
$45.2K - $48.8K
4.74K $626K
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
468
+ 9.98%
$43.7K - $47.2K
5.16K $682K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
466
+ 3.71%
$43.6K - $47K
13K $1.72M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
451
+ 0.37%
$42.2K - $45.5K
122K $16.2M
Nov 14, 2023 Q3 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
448
+ 0.59%
$41.9K - $45.2K
76.6K $10.1M
Nov 09, 2023 Q3 2023
1 St Source Bank

BUY
 -
438
+ 3.66%
$40.9K - $44.2K
12.4K $1.64M
Nov 06, 2023 Q3 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
436
+ 4.78%
$40.8K - $44K
9.56K $1.26M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
433
+ 5.75%
$40.5K - $43.7K
7.96K $1.05M
Nov 08, 2023 Q3 2023
Morling Financial Advisors, LLC

BUY
 -
374
+ 3.54%
$35K - $37.7K
10.9K $1.45M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
373
+ 1.05%
$34.9K - $37.6K
36K $4.76M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
370
New
$34.6K - $37.3K
370 $48.9K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
369
+ 0.22%
$34.5K - $37.2K
169K $22.3M

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