Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 2024. 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 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.33K+ 6.56% |
$1.06M - $1.18M
|
151K
$19.4M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.94K+ 5.27% |
$1.01M - $1.13M
|
178K
$22.8M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.77KNew |
$995K - $1.11M
|
8.77K
$1.12M
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.39K+ 2.74% |
$838K - $932K
|
277K
$35.4M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.99K+ 24.19% |
$679K - $756K
|
30.7K
$3.93M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.43KNew |
$616K - $685K
|
5.43K
$694K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.43KNew |
$616K - $685K
|
5.43K
$694K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.33K+ 3.09% |
$604K - $672K
|
178K
$22.7M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 11.62% |
$492K - $548K
|
41.7K
$5.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.91K+ 2.69% |
$443K - $493K
|
149K
$19M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$443K - $492K
|
3.9K
$499K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.83K+ 263.84% |
$321K - $357K
|
3.9K
$499K
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 18.81% |
$316K - $351K
|
17.6K
$2.25M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.74K+ 10.82% |
$310K - $345K
|
28K
$3.58M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.74K+ 4.38% |
$310K - $345K
|
65.2K
$8.34M
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.68K+ 3.7% |
$304K - $339K
|
75.3K
$9.63M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.54KNew |
$288K - $320K
|
2.54K
$324K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.21K+ 30.71% |
$251K - $279K
|
9.42K
$1.2M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 8.91% |
$250K - $278K
|
26.9K
$3.44M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.87K+ 14.1% |
$212K - $235K
|
15.1K
$1.93M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.64KNew |
$186K - $207K
|
1.64K
$210K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.62KNew |
$183K - $204K
|
1.62K
$206K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.6KNew |
$182K - $202K
|
1.6K
$205K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.39K+ 15.51% |
$157K - $175K
|
10.3K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.07K+ 5.65% |
$122K - $135K
|
20.1K
$2.56M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
985+ 4.72% |
$112K - $124K
|
21.8K
$2.79M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
915+ 1.98% |
$104K - $115K
|
47.2K
$6.03M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
877+ 8.55% |
$99.5K - $111K
|
11.1K
$1.42M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
806New |
$91.4K - $102K
|
806
$103K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
743+ 6.19% |
$84.3K - $93.8K
|
12.7K
$1.63M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
715+ 0.61% |
$81.1K - $90.2K
|
118K
$15.1M
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
650+ 35.0% |
$73.7K - $82K
|
2.51K
$321K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
576+ 14.52% |
$65.3K - $72.7K
|
4.54K
$581K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
563+ 1.85% |
$63.9K - $71K
|
31K
$3.97M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
543+ 11.73% |
$61.6K - $68.5K
|
5.17K
$661K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
535+ 31.47% |
$60.7K - $67.5K
|
2.24K
$286K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
470New |
$53.3K - $59.3K
|
470
$60.1K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
470+ 3.16% |
$53.3K - $59.3K
|
15.4K
$1.96M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
416+ 4.5% |
$47.2K - $52.5K
|
9.65K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
412+ 1.0% |
$46.7K - $52K
|
41.5K
$5.31M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
364+ 8.33% |
$41.3K - $45.9K
|
4.74K
$605K
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
315+ 0.56% |
$35.7K - $39.7K
|
57K
$7.29M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
301New |
$34.1K - $38K
|
301
$38.5K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
297+ 7.87% |
$33.7K - $37.5K
|
4.07K
$520K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
283+ 27.21% |
$32.1K - $35.7K
|
1.32K
$169K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
241+ 1.76% |
$27.3K - $30.4K
|
14K
$1.79M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
206+ 4.57% |
$23.4K - $26K
|
4.71K
$602K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
193+ 0.57% |
$21.9K - $24.4K
|
33.8K
$4.32M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
186+ 2.02% |
$21.1K - $23.5K
|
9.41K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
176+ 14.06% |
$20K - $22.2K
|
1.43K
$183K
|