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 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.41% |
$2.27K - $2.52K
|
4.8K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 1.5% |
$2.27K - $2.52K
|
1.32K
$176K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-20- 0.32% |
$2.27K - $2.52K
|
6.27K
$838K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$2.38K - $2.65K
|
3.33K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 1.75% |
$2.61K - $2.9K
|
1.29K
$173K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.36% |
$2.72K - $3.03K
|
6.73K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.24% |
$2.84K - $3.15K
|
2K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 0.99% |
$2.84K - $3.15K
|
2.5K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-26- 0.55% |
$2.95K - $3.28K
|
4.74K
$633K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-26- 0.14% |
$2.95K - $3.28K
|
18.9K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 1.35% |
$3.63K - $4.04K
|
2.34K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.62% |
$3.63K - $4.04K
|
5.17K
$690K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-33- 1.0% |
$3.74K - $4.16K
|
3.28K
$438K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-34- 2.33% |
$3.86K - $4.29K
|
1.43K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 14.75% |
$4.08K - $4.54K
|
208
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-38- 0.25% |
$4.31K - $4.79K
|
15.5K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 5.05% |
$4.31K - $4.79K
|
715
$95.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-39- 0.77% |
$4.42K - $4.92K
|
5.05K
$675K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-39- 1.61% |
$4.42K - $4.92K
|
2.38K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 3.0% |
$4.54K - $5.05K
|
1.29K
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42- 1.0% |
$4.76K - $5.3K
|
4.16K
$555K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-44- 0.86% |
$4.99K - $5.55K
|
5.05K
$675K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-46- 0.62% |
$5.22K - $5.8K
|
7.43K
$993K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47- 0.97% |
$5.33K - $5.93K
|
4.78K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-48- 1.88% |
$5.45K - $6.06K
|
2.5K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-49- 0.79% |
$5.56K - $6.18K
|
6.14K
$820K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-50- 0.11% |
$5.67K - $6.31K
|
47K
$6.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-57- 0.89% |
$6.47K - $7.19K
|
6.37K
$851K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-62- 1.63% |
$7.03K - $7.82K
|
3.75K
$500K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-67- 1.1% |
$7.6K - $8.45K
|
6.01K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 3.53% |
$7.6K - $8.45K
|
1.83K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-71- 1.2% |
$8.05K - $8.96K
|
5.87K
$784K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-72- 4.77% |
$8.17K - $9.08K
|
1.44K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-75- 3.26% |
$8.51K - $9.46K
|
2.23K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-75- 0.78% |
$8.51K - $9.46K
|
9.6K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-78- 14.0% |
$8.85K - $9.84K
|
479
$64K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-79- 0.35% |
$8.96K - $9.97K
|
22.5K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-80- 1.31% |
$9.08K - $10.1K
|
6.04K
$807K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-82- 4.83% |
$9.3K - $10.3K
|
1.62K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-84- 1.98% |
$9.53K - $10.6K
|
4.15K
$555K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-85- 0.5% |
$9.64K - $10.7K
|
17K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-87- 4.02% |
$9.87K - $11K
|
2.08K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-90- 0.66% |
$10.2K - $11.4K
|
13.5K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-90- 1.19% |
$10.2K - $11.4K
|
7.45K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-91- 4.55% |
$10.3K - $11.5K
|
1.91K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-93- 1.72% |
$10.6K - $11.7K
|
5.3K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-96- 2.79% |
$10.9K - $12.1K
|
3.35K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-97- 1.43% |
$11K - $12.2K
|
6.68K
$893K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-98- 0.91% |
$11.1K - $12.4K
|
10.7K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 2.63% |
$11.1K - $12.4K
|
3.62K
$484K
|