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 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
513+ 20.84% |
$58.2K - $64.7K
|
2.98K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
512+ 2.04% |
$58.1K - $64.6K
|
25.6K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
512+ 0.84% |
$58.1K - $64.6K
|
61.1K
$8.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
481+ 3.19% |
$54.6K - $60.7K
|
15.5K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
479+ 3.99% |
$54.3K - $60.4K
|
12.5K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
470New |
$53.3K - $59.3K
|
470
$62.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
470+ 3.16% |
$53.3K - $59.3K
|
15.4K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
458+ 7.13% |
$52K - $57.8K
|
6.88K
$910K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
453+ 9.98% |
$51.4K - $57.2K
|
4.99K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
445+ 16.27% |
$50.5K - $56.2K
|
3.18K
$421K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
421+ 12.31% |
$47.8K - $53.1K
|
3.84K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
416+ 4.5% |
$47.2K - $52.5K
|
9.65K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
412+ 1.0% |
$46.7K - $52K
|
41.5K
$5.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
390+ 3.59% |
$44.2K - $49.2K
|
11.3K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
384+ 2.67% |
$43.6K - $48.5K
|
14.8K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
380+ 2.35% |
$43.1K - $47.9K
|
16.6K
$2.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
380+ 1.97% |
$43.1K - $47.9K
|
19.6K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
371+ 8.15% |
$42.1K - $46.8K
|
4.93K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
369New |
$41.9K - $46.6K
|
369
$48.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
368+ 11.2% |
$41.7K - $46.4K
|
3.65K
$483K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
364+ 8.33% |
$41.3K - $45.9K
|
4.74K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
338+ 2.4% |
$38.3K - $42.6K
|
14.4K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
331+ 3.89% |
$37.6K - $41.8K
|
8.84K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
315+ 0.56% |
$35.7K - $39.7K
|
57K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
314+ 2.01% |
$35.6K - $39.6K
|
16K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
312+ 10.34% |
$35.4K - $39.4K
|
3.33K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
312+ 1.71% |
$35.4K - $39.4K
|
18.5K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
307+ 2.24% |
$34.8K - $38.7K
|
14K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
307+ 6.4% |
$34.8K - $38.7K
|
5.11K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
301New |
$34.1K - $38K
|
301
$39.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
297+ 7.87% |
$33.7K - $37.5K
|
4.07K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
292+ 2.65% |
$33.1K - $36.8K
|
11.3K
$1.5M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
288+ 10.9% |
$32.7K - $36.3K
|
2.93K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
283+ 27.21% |
$32.1K - $35.7K
|
1.32K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
281+ 1.13% |
$31.9K - $35.5K
|
25.1K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
274+ 3.52% |
$31.1K - $34.6K
|
8.07K
$1.07M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
270+ 3.9% |
$30.6K - $34.1K
|
7.2K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
269+ 2.03% |
$30.5K - $33.9K
|
13.5K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
262+ 4.97% |
$29.7K - $33.1K
|
5.54K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
241+ 1.76% |
$27.3K - $30.4K
|
14K
$1.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
235+ 12.71% |
$26.7K - $29.7K
|
2.08K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
229New |
$26K - $28.9K
|
229
$30.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
229+ 1.39% |
$26K - $28.9K
|
16.7K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
226+ 3.48% |
$25.6K - $28.5K
|
6.73K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
217+ 2.13% |
$24.6K - $27.4K
|
10.4K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215+ 1.75% |
$24.4K - $27.1K
|
12.5K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
206+ 4.57% |
$23.4K - $26K
|
4.71K
$623K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
193+ 0.57% |
$21.9K - $24.4K
|
33.8K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
189+ 5.53% |
$21.4K - $23.8K
|
3.6K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
186+ 2.02% |
$21.1K - $23.5K
|
9.41K
$1.24M
|