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 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.49K- 7.38% |
$396K - $441K
|
43.9K
$5.61M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.75K- 16.33% |
$425K - $473K
|
19.2K
$2.46M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.89K- 8.93% |
$441K - $490K
|
39.7K
$5.07M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.96K- 23.62% |
$449K - $500K
|
12.8K
$1.64M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.97K- 53.99% |
$450K - $501K
|
3.38K
$433K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.39K- 2.45% |
$498K - $554K
|
174K
$22.3M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.84K- 9.17% |
$549K - $611K
|
48K
$6.14M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 11.4% |
$604K - $672K
|
41.4K
$5.29M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.19K- 34.0% |
$1.04M - $1.16M
|
17.8K
$2.28M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.3K- 3.34% |
$1.05M - $1.17M
|
269K
$34.4M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.57K- 22.63% |
$1.09M - $1.21M
|
32.7K
$4.18M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 17.14% |
$1.3M - $1.44M
|
55.3K
$7.07M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16.8K- 71.53% |
$1.9M - $2.12M
|
6.68K
$854K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-26.4K- 68.38% |
$2.99M - $3.32M
|
12.2K
$1.56M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-62K- 13.77% |
$7.03M - $7.82M
|
388K
$49.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132K- 14.63% |
$14.9M - $16.6M
|
769K
$98.3M
|