Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.38K- 32.55% |
$214K - $250K
|
4.93K
$652K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.41K- 2.75% |
$217K - $254K
|
85.4K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.46K- 17.67% |
$221K - $259K
|
11.4K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.46K- 24.48% |
$221K - $259K
|
7.59K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.49K- 14.36% |
$224K - $262K
|
14.9K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.52K- 7.69% |
$226K - $265K
|
30.2K
$3.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.63K- 47.25% |
$237K - $277K
|
2.94K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.65K- 37.44% |
$238K - $278K
|
4.42K
$584K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.82% |
$246K - $288K
|
54K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.83K- 33.78% |
$254K - $297K
|
5.54K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.86K- 3.52% |
$258K - $301K
|
78.5K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.01K- 12.66% |
$271K - $316K
|
20.7K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.03K- 17.38% |
$272K - $318K
|
14.4K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.04K- 6.21% |
$274K - $320K
|
46K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.05K- 35.92% |
$274K - $320K
|
5.43K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.05K- 2.07% |
$274K - $321K
|
144K
$19.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.31K- 25.35% |
$297K - $348K
|
9.74K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.32K- 13.03% |
$298K - $349K
|
22.1K
$2.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.35K- 8.12% |
$302K - $353K
|
37.9K
$5.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.38K- 38.58% |
$304K - $355K
|
5.38K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.43K- 3.05% |
$309K - $361K
|
109K
$14.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.46K- 1.96% |
$312K - $364K
|
173K
$22.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.62K- 11.93% |
$325K - $381K
|
26.7K
$3.53M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.66K- 69.82% |
$329K - $385K
|
1.58K
$209K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.73K- 26.11% |
$335K - $392K
|
10.6K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.86K- 5.61% |
$347K - $406K
|
64.9K
$8.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.2K- 44.41% |
$378K - $442K
|
5.26K
$695K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.39K- 13.59% |
$395K - $462K
|
27.9K
$3.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.42K- 36.39% |
$398K - $466K
|
7.73K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.43K- 9.35% |
$399K - $466K
|
42.9K
$5.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.47K- 3.22% |
$402K - $470K
|
134K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.69K- 68.16% |
$422K - $494K
|
2.19K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.81K- 10.1% |
$432K - $506K
|
42.8K
$5.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.84K- 12.33% |
$436K - $510K
|
34.4K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.93K- 2.94% |
$444K - $519K
|
163K
$21.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.99K- 2.73% |
$449K - $526K
|
178K
$23.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.32K- 45.39% |
$479K - $560K
|
6.4K
$847K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.38K- 11.36% |
$484K - $566K
|
42K
$5.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.94K- 5.96% |
$534K - $625K
|
93.7K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.02K- 12.44% |
$542K - $634K
|
42.4K
$5.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.92K- 54.05% |
$623K - $729K
|
5.88K
$778K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-6.97K- 6.98% |
$627K - $734K
|
92.9K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.03K- 36.47% |
$633K - $740K
|
12.3K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.07K- 4.2% |
$636K - $744K
|
161K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.16K- 4.85% |
$644K - $753K
|
140K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.18K- 39.52% |
$646K - $756K
|
11K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.23K- 10.49% |
$651K - $761K
|
61.7K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.42K- 40.59% |
$668K - $781K
|
10.9K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.59K- 45.7% |
$683K - $799K
|
9.02K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.6K- 7.33% |
$684K - $800K
|
96.2K
$12.7M
|