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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 19.28% |
$80.5K - $89.6K
|
2.97K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-727- 18.54% |
$82.5K - $91.7K
|
3.19K
$427K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-734- 5.01% |
$83.3K - $92.6K
|
13.9K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-758- 2.15% |
$86K - $95.6K
|
34.4K
$4.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-759- 29.31% |
$86.1K - $95.8K
|
1.83K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-792- 0.77% |
$89.9K - $99.9K
|
102K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-800- 15.53% |
$90.8K - $101K
|
4.35K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-802- 10.54% |
$91K - $101K
|
6.81K
$909K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-805- 5.45% |
$91.3K - $102K
|
14K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-828- 5.07% |
$93.9K - $104K
|
15.5K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-849- 67.49% |
$96.3K - $107K
|
409
$54.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-895- 0.78% |
$102K - $113K
|
114K
$15.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-921- 2.87% |
$104K - $116K
|
31.1K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-938- 5.4% |
$106K - $118K
|
16.4K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-948- 0.98% |
$108K - $120K
|
95.5K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-961- 5.79% |
$109K - $121K
|
15.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-972- 16.44% |
$110K - $123K
|
4.94K
$660K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 2.49% |
$117K - $130K
|
40.3K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.03K- 19.9% |
$117K - $130K
|
4.16K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 7.97% |
$120K - $133K
|
12.2K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.07K- 5.36% |
$121K - $135K
|
18.9K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 11.64% |
$124K - $137K
|
8.26K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.09K- 4.91% |
$124K - $138K
|
21.1K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.1K- 1.14% |
$125K - $139K
|
95.5K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 35.43% |
$130K - $145K
|
2.1K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 2.39% |
$132K - $146K
|
47.3K
$6.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.18K- 8.4% |
$134K - $149K
|
12.9K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 2.02% |
$135K - $150K
|
57.5K
$7.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.29K- 7.06% |
$147K - $163K
|
17K
$2.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.33K- 17.07% |
$151K - $168K
|
6.46K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.34K- 9.06% |
$152K - $169K
|
13.4K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.39K- 10.04% |
$158K - $176K
|
12.5K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.41K- 42.68% |
$160K - $178K
|
1.89K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.45K- 0.99% |
$165K - $183K
|
144K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.5K- 15.32% |
$170K - $189K
|
8.29K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.52K- 15.29% |
$172K - $191K
|
8.4K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 10.63% |
$178K - $198K
|
13.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.59K- 11.05% |
$180K - $200K
|
12.8K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.7K- 33.4% |
$193K - $215K
|
3.39K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.72K- 3.18% |
$195K - $217K
|
52.3K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.75K- 41.6% |
$199K - $221K
|
2.46K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.79K- 1.07% |
$204K - $226K
|
167K
$22.3M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.81K- 11.06% |
$205K - $228K
|
14.5K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.87K- 3.22% |
$212K - $236K
|
56.3K
$7.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 27.12% |
$213K - $237K
|
5.05K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.93K- 10.25% |
$219K - $243K
|
16.9K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.96K- 23.46% |
$222K - $247K
|
6.39K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 2.3% |
$226K - $251K
|
84.6K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2K- 3.62% |
$227K - $253K
|
53.4K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.04K- 6.53% |
$232K - $258K
|
29.2K
$3.91M
|