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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.18KNew |
$106K - $125K
|
1.18K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.65% |
$105K - $123K
|
14.7K
$1.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.13K+ 2.93% |
$102K - $119K
|
39.8K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.13K+ 10.37% |
$101K - $119K
|
12K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13K+ 41.0% |
$101K - $118K
|
3.87K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.76% |
$101K - $118K
|
64.6K
$8.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$99.4K - $116K
|
1.11K
$146K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$99.1K - $116K
|
1.1K
$146K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 0.65% |
$98.4K - $115K
|
170K
$22.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 8.35% |
$98.2K - $115K
|
14.2K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 8.25% |
$97.7K - $114K
|
14.3K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.05K+ 138.87% |
$94.8K - $111K
|
1.81K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$94.8K - $111K
|
1.05K
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.03K+ 2.52% |
$92.4K - $108K
|
41.8K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 5.91% |
$92.1K - $108K
|
18.3K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 5.33% |
$91.6K - $107K
|
20.1K
$2.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1K+ 4.66% |
$90K - $105K
|
22.4K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
963+ 2.29% |
$86.7K - $101K
|
43K
$5.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
961+ 5.85% |
$86.5K - $101K
|
17.4K
$2.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
946+ 11.7% |
$85.1K - $99.6K
|
9.03K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
919New |
$82.7K - $96.7K
|
919
$121K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
887+ 16.97% |
$79.8K - $93.4K
|
6.11K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
869+ 8.83% |
$78.2K - $91.5K
|
10.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
825+ 18.37% |
$74.2K - $86.8K
|
5.32K
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
785+ 43.83% |
$70.6K - $82.6K
|
2.58K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
770+ 5.35% |
$69.3K - $81K
|
15.2K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
757New |
$68.1K - $79.7K
|
757
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
749+ 14.01% |
$67.4K - $78.8K
|
6.09K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
745+ 28.92% |
$67K - $78.4K
|
3.32K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
730New |
$65.7K - $76.8K
|
730
$96.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
720+ 6.3% |
$64.8K - $75.8K
|
12.2K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
717+ 2.1% |
$64.5K - $75.5K
|
34.9K
$4.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
690+ 1.41% |
$62.1K - $72.6K
|
49.7K
$6.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
690+ 8.97% |
$62.1K - $72.6K
|
8.38K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
658+ 30.76% |
$59.2K - $69.3K
|
2.8K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
653+ 3.6% |
$58.8K - $68.7K
|
18.8K
$2.48M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
623+ 21.79% |
$56.1K - $65.6K
|
3.48K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
618+ 0.85% |
$55.6K - $65K
|
73.1K
$9.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
613+ 1.9% |
$55.2K - $64.5K
|
32.9K
$4.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
608+ 7.64% |
$54.7K - $64K
|
8.57K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
597+ 1.8% |
$53.7K - $62.8K
|
33.8K
$4.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
584+ 25.1% |
$52.6K - $61.5K
|
2.91K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
559+ 21.65% |
$50.3K - $58.8K
|
3.14K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
532+ 12.21% |
$47.9K - $56K
|
4.89K
$646K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
528+ 4.65% |
$47.5K - $55.6K
|
11.9K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
522New |
$47K - $54.9K
|
522
$69K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
520+ 3.92% |
$46.8K - $54.7K
|
13.8K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
502+ 12.35% |
$45.2K - $52.8K
|
4.57K
$604K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
491+ 4.18% |
$44.2K - $51.7K
|
12.2K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
484+ 45.96% |
$43.6K - $50.9K
|
1.54K
$203K
|