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 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 2.73% |
$1.59K - $1.77K
|
527
$70.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
13+ 0.35% |
$1.47K - $1.64K
|
3.7K
$495K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.19% |
$1.47K - $1.64K
|
6.92K
$925K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.33% |
$1.36K - $1.51K
|
3.6K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1200.0% |
$1.36K - $1.51K
|
13
$1.74K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.36% |
$1.25K - $1.39K
|
3.07K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11+ 0.35% |
$1.25K - $1.39K
|
3.15K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.47K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.13K - $1.26K
|
2.93K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.02K - $1.14K
|
8.83K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.36% |
$1.02K - $1.14K
|
2.5K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.01% |
$908 - $1.01K
|
118K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8+ 0.38% |
$908 - $1.01K
|
2.1K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8+ 0.25% |
$908 - $1.01K
|
3.16K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.35% |
$908 - $1.01K
|
2.3K
$307K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.32% |
$908 - $1.01K
|
2.48K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7+ 0.04% |
$794 - $883
|
19K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 0.36% |
$794 - $883
|
1.96K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 10.61% |
$794 - $883
|
73
$9.75K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.06% |
$567 - $631
|
8.66K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$454 - $505
|
14.2K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$454 - $505
|
1.59K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.1% |
$454 - $505
|
3.99K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.4% |
$454 - $505
|
1.01K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.41% |
$340 - $379
|
734
$98.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.11% |
$340 - $379
|
2.66K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $379
|
18.1K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$227 - $252
|
4.96K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$227 - $252
|
1.84K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$227 - $252
|
2.38K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$227 - $252
|
553
$73.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$227 - $252
|
2.88K
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$113 - $126
|
1.7K
$227K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.24% |
$113 - $126
|
423
$56.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.32% |
$113 - $126
|
307
$41K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2- 0.01% |
$227 - $252
|
24.3K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-4- 0.11% |
$454 - $505
|
3.73K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.12% |
$567 - $631
|
4.01K
$536K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.22% |
$681 - $757
|
2.7K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.3% |
$794 - $883
|
2.35K
$314K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$1.13K - $1.26K
|
2.62K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 54.55% |
$1.36K - $1.51K
|
10
$1.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-12- 4.63% |
$1.36K - $1.51K
|
247
$33K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-12- 0.09% |
$1.36K - $1.51K
|
13.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-13- 0.25% |
$1.47K - $1.64K
|
5.28K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.27% |
$1.59K - $1.77K
|
5.25K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-18- 0.31% |
$2.04K - $2.27K
|
5.74K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-19- 0.15% |
$2.16K - $2.4K
|
12.4K
$1.65M
|