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 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-875- 6.51% |
$81.8K - $88.3K
|
12.6K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-905- 29.44% |
$84.6K - $91.3K
|
2.17K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-907- 5.93% |
$84.8K - $91.5K
|
14.4K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-945- 12.63% |
$88.3K - $95.3K
|
6.54K
$864K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-951- 16.68% |
$88.9K - $95.9K
|
4.75K
$628K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-994- 25.08% |
$92.9K - $100K
|
2.97K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-997- 19.63% |
$93.2K - $101K
|
4.08K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.03K- 20.27% |
$96.6K - $104K
|
4.06K
$537K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 72.64% |
$97K - $105K
|
391
$51.7K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.08K- 15.95% |
$101K - $109K
|
5.68K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.08K- 15.95% |
$101K - $109K
|
5.68K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.09K- 26.92% |
$102K - $110K
|
2.96K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.13K- 5.89% |
$105K - $114K
|
18K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 6.75% |
$106K - $114K
|
15.7K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.14K- 30.67% |
$107K - $115K
|
2.58K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 31.51% |
$107K - $116K
|
2.49K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 42.13% |
$108K - $117K
|
1.59K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1.17K- 14.58% |
$109K - $118K
|
6.83K
$903K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 71.05% |
$109K - $118K
|
475
$62.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 29.13% |
$112K - $121K
|
2.92K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.24K- 7.0% |
$116K - $125K
|
16.5K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.25K- 24.13% |
$116K - $126K
|
3.92K
$518K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.26K- 14.57% |
$117K - $127K
|
7.36K
$973K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 26.99% |
$131K - $141K
|
3.79K
$501K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.41K- 8.05% |
$132K - $142K
|
16.1K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.42K- 92.13% |
$132K - $143K
|
121
$16K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 2.24% |
$133K - $143K
|
61.9K
$8.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.42K- 2.79% |
$133K - $143K
|
49.5K
$6.54M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 3.96% |
$135K - $145K
|
34.9K
$4.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.44K- 21.17% |
$135K - $146K
|
5.38K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.45K- 2.31% |
$135K - $146K
|
61.1K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.46K- 8.38% |
$136K - $147K
|
15.9K
$2.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.46K- 16.71% |
$137K - $148K
|
7.29K
$964K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.52K- 7.61% |
$142K - $153K
|
18.5K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.55K- 7.44% |
$145K - $156K
|
19.3K
$2.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.63K- 2.01% |
$152K - $164K
|
79.4K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.73K- 34.03% |
$161K - $174K
|
3.35K
$443K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.77K- 27.64% |
$166K - $179K
|
4.65K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.82K- 5.2% |
$170K - $183K
|
33.2K
$4.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.86K- 2.53% |
$174K - $188K
|
71.6K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 10.94% |
$196K - $212K
|
17.1K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.1K- 3.31% |
$196K - $212K
|
61.4K
$8.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.23K- 50.86% |
$208K - $225K
|
2.16K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 18.54% |
$209K - $226K
|
9.85K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.28K- 5.5% |
$214K - $230K
|
39.3K
$5.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.29K- 14.9% |
$214K - $231K
|
13.1K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.32K- 21.7% |
$217K - $234K
|
8.36K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.35K- 8.64% |
$219K - $237K
|
24.8K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.38K- 17.96% |
$222K - $240K
|
10.9K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.38K- 22.55% |
$223K - $240K
|
8.18K
$1.08M
|