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 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.4K- 99.34% |
$224K - $242K
|
16
$2.12K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.42K- 7.06% |
$226K - $244K
|
31.8K
$4.21M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.52K- 65.26% |
$236K - $254K
|
1.34K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.53K- 39.29% |
$237K - $255K
|
3.91K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.55K- 64.17% |
$239K - $257K
|
1.43K
$188K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.56K- 38.94% |
$240K - $259K
|
4.02K
$531K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.64K- 11.04% |
$247K - $266K
|
21.3K
$2.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.73K- 17.74% |
$255K - $275K
|
12.6K
$1.67M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.73K- 17.84% |
$255K - $275K
|
12.6K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.86K- 15.44% |
$267K - $288K
|
15.7K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.94K- 12.6% |
$275K - $297K
|
20.4K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.99K- 50.1% |
$280K - $302K
|
2.98K
$394K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 19.77% |
$280K - $302K
|
12.2K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3K- 30.22% |
$280K - $302K
|
6.92K
$915K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 3.02% |
$290K - $313K
|
99.6K
$13.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.15K- 15.15% |
$294K - $317K
|
17.6K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.2K- 17.42% |
$299K - $323K
|
15.2K
$2M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.21K- 44.62% |
$300K - $324K
|
3.99K
$527K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.36K- 6.59% |
$314K - $339K
|
47.6K
$6.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.56K- 5.58% |
$333K - $359K
|
60.2K
$7.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 6.02% |
$340K - $366K
|
56.7K
$7.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.76K- 38.07% |
$351K - $379K
|
6.11K
$808K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.98K- 32.0% |
$372K - $401K
|
8.45K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.14K- 30.36% |
$387K - $417K
|
9.49K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.21K- 9.1% |
$394K - $425K
|
42K
$5.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.4K- 56.01% |
$412K - $444K
|
3.46K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 7.33% |
$417K - $450K
|
56.5K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.51K- 29.01% |
$422K - $455K
|
11K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.53K- 85.25% |
$424K - $457K
|
784
$104K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.55K- 57.98% |
$425K - $459K
|
3.29K
$435K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-4.65K- 20.43% |
$435K - $469K
|
18.1K
$2.39M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.66K- 31.71% |
$436K - $470K
|
10K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.94K- 33.95% |
$462K - $498K
|
9.61K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 12.19% |
$463K - $499K
|
35.6K
$4.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.96K- 3.5% |
$464K - $500K
|
137K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.97K- 23.03% |
$465K - $501K
|
16.6K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 35.02% |
$466K - $502K
|
9.24K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-5.16K- 25.63% |
$482K - $520K
|
15K
$1.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.51K- 23.02% |
$515K - $556K
|
18.4K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.56K- 3.31% |
$520K - $561K
|
163K
$21.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.64K- 54.18% |
$527K - $568K
|
4.77K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5.71K- 39.68% |
$534K - $576K
|
8.68K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.07K- 17.86% |
$568K - $612K
|
27.9K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.09K- 31.1% |
$569K - $614K
|
13.5K
$1.78M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.22K- 13.0% |
$581K - $627K
|
41.6K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 42.54% |
$589K - $635K
|
8.51K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 53.42% |
$614K - $663K
|
5.73K
$757K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.63K- 21.11% |
$619K - $668K
|
24.8K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.8K- 0.26% |
$635K - $686K
|
2.57M
$339M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.84K- 6.16% |
$640K - $690K
|
104K
$13.8M
|