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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-72- 74.23% |
$6.73K - $7.26K
|
25
$3.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-74- 3.07% |
$6.92K - $7.46K
|
2.34K
$309K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-74- 3.07% |
$6.92K - $7.46K
|
2.34K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-82- 1.9% |
$7.67K - $8.27K
|
4.23K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-82- 13.36% |
$7.67K - $8.27K
|
532
$70.3K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-86- 1.94% |
$8.04K - $8.67K
|
4.34K
$574K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-95- 1.54% |
$8.88K - $9.58K
|
6.08K
$804K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-102- 1.91% |
$9.53K - $10.3K
|
5.23K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-112- 4.64% |
$10.5K - $11.3K
|
2.3K
$304K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-113- 0.37% |
$10.6K - $11.4K
|
30.1K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-115- 0.45% |
$10.8K - $11.6K
|
25.5K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-145- 1.36% |
$13.6K - $14.6K
|
10.5K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-146- 23.32% |
$13.6K - $14.7K
|
480
$63.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-151- 3.6% |
$14.1K - $15.2K
|
4.05K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-154- 16.87% |
$14.4K - $15.5K
|
759
$100K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-154- 9.11% |
$14.4K - $15.5K
|
1.54K
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-154- 9.11% |
$14.4K - $15.5K
|
1.54K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 8.39% |
$15.3K - $16.5K
|
1.79K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-168- 2.0% |
$15.7K - $16.9K
|
8.24K
$1.09M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-169- 2.08% |
$15.8K - $17K
|
7.97K
$1.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-171- 1.89% |
$16K - $17.2K
|
8.87K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-174- 1.87% |
$16.3K - $17.5K
|
9.13K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-175- 1.39% |
$16.4K - $17.7K
|
12.4K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-179- 3.01% |
$16.7K - $18.1K
|
5.76K
$761K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-180- 4.68% |
$16.8K - $18.2K
|
3.67K
$484K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-185- 8.02% |
$17.3K - $18.7K
|
2.12K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-195- 5.94% |
$18.2K - $19.7K
|
3.09K
$408K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-203- 20.36% |
$19K - $20.5K
|
794
$105K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 7.28% |
$19.1K - $20.6K
|
2.6K
$343K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-213- 2.41% |
$19.9K - $21.5K
|
8.62K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-218- 1.13% |
$20.4K - $22K
|
19K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-222- 2.35% |
$20.8K - $22.4K
|
9.23K
$1.22M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-222- 8.85% |
$20.8K - $22.4K
|
2.29K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-225- 1.21% |
$21K - $22.7K
|
18.4K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-225- 6.09% |
$21K - $22.7K
|
3.47K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 1.61% |
$22.2K - $24K
|
14.5K
$1.92M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 1.61% |
$22.2K - $24K
|
14.5K
$1.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-240- 1.51% |
$22.4K - $24.2K
|
15.7K
$2.07M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-245- 0.97% |
$22.9K - $24.7K
|
24.9K
$3.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-249- 9.46% |
$23.3K - $25.1K
|
2.38K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-252- 4.26% |
$23.6K - $25.4K
|
5.66K
$748K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-252- 1.51% |
$23.6K - $25.4K
|
16.4K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 0.73% |
$25.7K - $27.7K
|
37.3K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 5.02% |
$26.6K - $28.7K
|
5.39K
$713K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-300- 0.62% |
$28K - $30.3K
|
47.7K
$6.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-302- 2.73% |
$28.2K - $30.5K
|
10.8K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-303- 5.0% |
$28.3K - $30.6K
|
5.75K
$760K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-303- 9.94% |
$28.3K - $30.6K
|
2.74K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-310- 3.76% |
$29K - $31.3K
|
7.92K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-311- 4.47% |
$29.1K - $31.4K
|
6.64K
$878K
|