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 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-319- 2.42% |
$29.8K - $32.2K
|
12.9K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-320- 3.74% |
$29.9K - $32.3K
|
8.23K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-328- 6.52% |
$30.7K - $33.1K
|
4.71K
$622K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-339- 0.83% |
$31.7K - $34.2K
|
40.5K
$5.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-345- 10.47% |
$32.3K - $34.8K
|
2.95K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-346- 6.47% |
$32.3K - $34.9K
|
5K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-352- 7.09% |
$32.9K - $35.5K
|
4.62K
$610K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-361- 12.15% |
$33.7K - $36.4K
|
2.61K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-364- 26.88% |
$34K - $36.7K
|
990
$131K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-381- 3.59% |
$35.6K - $38.4K
|
10.2K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-383- 13.13% |
$35.8K - $38.6K
|
2.54K
$335K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-388- 55.51% |
$36.3K - $39.1K
|
311
$41.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-389- 3.28% |
$36.4K - $39.2K
|
11.5K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-389- 3.28% |
$36.4K - $39.2K
|
11.5K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-405- 1.24% |
$37.9K - $40.8K
|
32.3K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-429- 5.72% |
$40.1K - $43.3K
|
7.07K
$934K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-435- 3.8% |
$40.7K - $43.9K
|
11K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-444- 5.2% |
$41.5K - $44.8K
|
8.09K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-449- 14.35% |
$42K - $45.3K
|
2.68K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-455- 0.33% |
$42.5K - $45.9K
|
139K
$18.3M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-465- 8.22% |
$43.5K - $46.9K
|
5.19K
$686K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-479- 13.68% |
$44.8K - $48.3K
|
3.02K
$400K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-511- 4.33% |
$47.8K - $51.5K
|
11.3K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-515- 1.21% |
$48.1K - $51.9K
|
42K
$5.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-523- 9.71% |
$48.9K - $52.7K
|
4.87K
$643K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-535- 5.26% |
$50K - $54K
|
9.65K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-541- 3.26% |
$50.6K - $54.6K
|
16.1K
$2.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-545- 68.3% |
$50.9K - $55K
|
253
$33.4K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-570- 4.46% |
$53.3K - $57.5K
|
12.2K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-594- 3.27% |
$55.5K - $59.9K
|
17.6K
$2.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-612- 6.7% |
$57.2K - $61.7K
|
8.53K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-670- 20.07% |
$62.6K - $67.6K
|
2.67K
$353K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-685- 15.59% |
$64K - $69.1K
|
3.71K
$490K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-693- 13.3% |
$64.8K - $69.9K
|
4.52K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-694- 4.61% |
$64.9K - $70K
|
14.4K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-713- 14.1% |
$66.7K - $71.9K
|
4.34K
$574K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-740- 54.09% |
$69.2K - $74.6K
|
628
$83K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-742- 7.81% |
$69.4K - $74.8K
|
8.75K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-742- 8.25% |
$69.4K - $74.8K
|
8.25K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-768- 12.9% |
$71.8K - $77.5K
|
5.19K
$685K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-774- 1.93% |
$72.4K - $78.1K
|
39.4K
$5.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-775- 5.47% |
$72.4K - $78.2K
|
13.4K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-779- 4.11% |
$72.8K - $78.6K
|
18.2K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-782- 1.86% |
$73.1K - $78.9K
|
41.3K
$5.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-806- 1.09% |
$75.3K - $81.3K
|
73K
$9.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-824- 1.16% |
$77K - $83.1K
|
70.5K
$9.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-841- 20.13% |
$78.6K - $84.8K
|
3.34K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-845- 6.14% |
$79K - $85.2K
|
12.9K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-866- 9.82% |
$81K - $87.3K
|
7.95K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-870- 4.13% |
$81.3K - $87.7K
|
20.2K
$2.67M
|