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 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-99- 1.34% |
$11.2K - $12.5K
|
7.26K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 5.26% |
$11.3K - $12.6K
|
1.8K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-101- 1.53% |
$11.5K - $12.7K
|
6.5K
$860K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-105- 2.51% |
$11.9K - $13.2K
|
4.07K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-107- 1.03% |
$12.1K - $13.5K
|
10.3K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-109- 3.33% |
$12.4K - $13.8K
|
3.17K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-110- 0.98% |
$12.5K - $13.9K
|
11.2K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-112- 0.66% |
$12.7K - $14.1K
|
17K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-115- 5.72% |
$13K - $14.5K
|
1.89K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-117- 6.18% |
$13.3K - $14.8K
|
1.78K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 1.87% |
$14.4K - $16K
|
6.66K
$881K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-131- 1.25% |
$14.9K - $16.5K
|
10.3K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-133- 2.14% |
$15.1K - $16.8K
|
6.09K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-135- 1.85% |
$15.3K - $17K
|
7.16K
$947K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-137- 0.58% |
$15.5K - $17.3K
|
23.3K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-139- 3.29% |
$15.8K - $17.5K
|
4.09K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-140- 1.36% |
$15.9K - $17.7K
|
10.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-146- 1.64% |
$16.6K - $18.4K
|
8.77K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-149- 3.21% |
$16.9K - $18.8K
|
4.49K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-160- 4.18% |
$18.2K - $20.2K
|
3.67K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-163- 1.05% |
$18.5K - $20.6K
|
15.4K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-180- 2.9% |
$20.4K - $22.7K
|
6.03K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-180- 9.33% |
$20.4K - $22.7K
|
1.75K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-186- 2.2% |
$21.1K - $23.5K
|
8.27K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-191- 7.27% |
$21.7K - $24.1K
|
2.44K
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-196- 1.96% |
$22.2K - $24.7K
|
9.83K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-196- 3.54% |
$22.2K - $24.7K
|
5.34K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-198- 3.9% |
$22.5K - $25K
|
4.88K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 2.47% |
$22.7K - $25.2K
|
7.9K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-212- 0.84% |
$24.1K - $26.8K
|
25.1K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-215- 0.81% |
$24.4K - $27.1K
|
26.3K
$3.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-218- 0.41% |
$24.7K - $27.5K
|
52.8K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-227- 2.59% |
$25.8K - $28.6K
|
8.53K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 4.56% |
$26.8K - $29.8K
|
4.94K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-239- 3.41% |
$27.1K - $30.2K
|
6.78K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-240- 4.7% |
$27.2K - $30.3K
|
4.86K
$643K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-249- 0.41% |
$28.2K - $31.4K
|
60.9K
$8.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-250- 1.32% |
$28.4K - $31.5K
|
18.7K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-253- 1.29% |
$28.7K - $31.9K
|
19.3K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-256- 1.01% |
$29K - $32.3K
|
25.2K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-259- 11.15% |
$29.4K - $32.7K
|
2.06K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-259- 2.98% |
$29.4K - $32.7K
|
8.43K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-260- 7.27% |
$29.5K - $32.8K
|
3.32K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-266- 9.76% |
$30.2K - $33.6K
|
2.46K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-270- 10.5% |
$30.6K - $34.1K
|
2.3K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-273- 3.32% |
$31K - $34.4K
|
7.96K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-273- 12.73% |
$31K - $34.4K
|
1.87K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-275- 57.29% |
$31.2K - $34.7K
|
205
$27.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-275- 2.72% |
$31.2K - $34.7K
|
9.85K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-284- 0.46% |
$32.2K - $35.8K
|
62K
$8.19M
|