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 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-293- 1.35% |
$33.2K - $37K
|
21.5K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-303- 3.46% |
$34.4K - $38.2K
|
8.47K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-303- 6.7% |
$34.4K - $38.2K
|
4.22K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-309- 1.76% |
$35.1K - $39K
|
17.2K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-310- 2.01% |
$35.2K - $39.1K
|
15.1K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-310- 14.59% |
$35.2K - $39.1K
|
1.82K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-310- 8.8% |
$35.2K - $39.1K
|
3.21K
$429K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-313- 1.06% |
$35.5K - $39.5K
|
29.2K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-317- 4.67% |
$36K - $40K
|
6.47K
$865K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-319- 16.66% |
$36.2K - $40.3K
|
1.6K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-321- 23.73% |
$36.4K - $40.5K
|
1.03K
$138K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-325- 4.43% |
$36.9K - $41K
|
7.01K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-333- 1.23% |
$37.8K - $42K
|
26.8K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-336- 3.03% |
$38.1K - $42.4K
|
10.8K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-341- 6.35% |
$38.7K - $43K
|
5.03K
$672K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-349- 5.23% |
$39.6K - $44K
|
6.33K
$846K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-361- 0.82% |
$41K - $45.6K
|
43.7K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-368- 3.92% |
$41.7K - $46.4K
|
9.03K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-369- 3.06% |
$41.9K - $46.6K
|
11.7K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-370- 5.0% |
$42K - $46.7K
|
7.03K
$939K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-370- 8.21% |
$42K - $46.7K
|
4.14K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-378- 8.03% |
$42.9K - $47.7K
|
4.33K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-384- 3.08% |
$43.6K - $48.5K
|
12.1K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-394- 3.12% |
$44.7K - $49.7K
|
12.2K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-406- 8.93% |
$46.1K - $51.2K
|
4.14K
$554K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-431- 2.63% |
$48.9K - $54.4K
|
15.9K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-434- 3.5% |
$49.2K - $54.8K
|
12K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-438- 5.42% |
$49.7K - $55.3K
|
7.64K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-441- 0.61% |
$50K - $55.6K
|
71.3K
$9.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-453- 0.43% |
$51.4K - $57.2K
|
105K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-454- 7.61% |
$51.5K - $57.3K
|
5.51K
$736K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-471- 12.19% |
$53.4K - $59.4K
|
3.39K
$454K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-481- 1.13% |
$54.6K - $60.7K
|
42.1K
$5.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-484- 11.51% |
$54.9K - $61.1K
|
3.72K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-487- 3.64% |
$55.3K - $61.4K
|
12.9K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-500- 16.24% |
$56.7K - $63.1K
|
2.58K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-518- 3.6% |
$58.8K - $65.4K
|
13.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-532- 4.97% |
$60.4K - $67.1K
|
10.2K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-536- 2.14% |
$60.8K - $67.6K
|
24.5K
$3.27M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-545- 4.83% |
$61.8K - $68.8K
|
10.7K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-590- 15.04% |
$66.9K - $74.4K
|
3.33K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-607- 6.22% |
$68.9K - $76.6K
|
9.16K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-618- 2.35% |
$70.1K - $78K
|
25.6K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-627- 2.82% |
$71.1K - $79.1K
|
21.6K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-632- 0.96% |
$71.7K - $79.7K
|
65K
$8.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-647- 16.65% |
$73.4K - $81.6K
|
3.24K
$433K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-667- 8.46% |
$75.7K - $84.2K
|
7.22K
$965K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-673- 6.08% |
$76.4K - $84.9K
|
10.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-682- 8.52% |
$77.4K - $86.1K
|
7.32K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-687- 2.13% |
$77.9K - $86.7K
|
31.5K
$4.21M
|