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 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.05K- 1.56% |
$233K - $259K
|
129K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.06K- 3.43% |
$233K - $260K
|
57.9K
$7.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 3.78% |
$235K - $261K
|
52.7K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 14.91% |
$238K - $265K
|
12K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.14K- 4.37% |
$243K - $270K
|
46.8K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.19K- 2.04% |
$248K - $276K
|
105K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.37K- 52.83% |
$269K - $299K
|
2.12K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.41K- 52.65% |
$274K - $304K
|
2.17K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.42K- 2.35% |
$275K - $305K
|
100K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 10.99% |
$279K - $311K
|
19.9K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.48K- 37.48% |
$281K - $313K
|
4.14K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.49K- 22.44% |
$282K - $314K
|
8.59K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.56K- 6.47% |
$291K - $323K
|
37K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.59K- 3.01% |
$294K - $327K
|
83.6K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.63K- 2.61% |
$299K - $332K
|
98.2K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.66K- 1.0% |
$302K - $336K
|
263K
$34.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.77K- 11.12% |
$314K - $350K
|
22.1K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.79K- 11.92% |
$317K - $352K
|
20.6K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 4.49% |
$351K - $391K
|
65.8K
$8.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.1K- 10.73% |
$352K - $392K
|
25.8K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 58.56% |
$379K - $421K
|
2.36K
$312K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.39K- 65.13% |
$384K - $427K
|
1.81K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.49K- 7.38% |
$396K - $441K
|
43.9K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.67K- 65.1% |
$416K - $463K
|
1.97K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.7K- 23.72% |
$420K - $467K
|
11.9K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.71K- 57.54% |
$421K - $468K
|
2.74K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.75K- 16.33% |
$425K - $473K
|
19.2K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 4.96% |
$426K - $473K
|
71.8K
$9.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.85K- 10.97% |
$437K - $486K
|
31.3K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.89K- 8.93% |
$441K - $490K
|
39.7K
$5.24M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.96K- 23.62% |
$449K - $500K
|
12.8K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.97K- 53.99% |
$450K - $501K
|
3.38K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.02K- 1.4% |
$456K - $508K
|
284K
$37.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.32K- 8.92% |
$490K - $545K
|
44.1K
$5.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.39K- 2.45% |
$498K - $554K
|
174K
$23.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-4.41K- 30.81% |
$500K - $556K
|
9.89K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.73K- 10.79% |
$537K - $597K
|
39.1K
$5.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.84K- 9.17% |
$549K - $611K
|
48K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 1.57% |
$559K - $621K
|
310K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.95K- 5.72% |
$561K - $624K
|
81.6K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.96K- 64.45% |
$563K - $626K
|
2.74K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.1K- 17.57% |
$579K - $644K
|
23.9K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.29K- 38.36% |
$600K - $667K
|
8.5K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 11.4% |
$604K - $672K
|
41.4K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.35K- 4.61% |
$607K - $675K
|
111K
$14.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.36K- 46.09% |
$608K - $677K
|
6.27K
$830K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.14K- 6.21% |
$697K - $775K
|
92.7K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.92K- 9.74% |
$898K - $999K
|
73.4K
$9.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.07K- 2.66% |
$915K - $1.02M
|
296K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.3K- 8.33% |
$941K - $1.05M
|
91.3K
$12.1M
|