Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 24, 2024 Q4 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
116
+ 0.78%
$10.4K - $12.2K
15.1K $1.99M
Jan 08, 2024 Q4 2023
Parkside Advisors LLC

BUY
 -
115
+ 0.16%
$10.3K - $12.1K
70.6K $9.33M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
99
+ 282.86%
$8.91K - $10.4K
134 $17.7K
Jan 18, 2024 Q4 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
97
+ 0.75%
$8.73K - $10.2K
13K $1.72M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
94
New
$8.46K - $9.89K
94 $12.4K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
93
+ 0.8%
$8.37K - $9.79K
11.8K $1.56M
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
89
+ 2.7%
$8.01K - $9.37K
3.38K $447K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
88
+ 9.59%
$7.92K - $9.26K
1.01K $133K
Jan 30, 2024 Q4 2023
Investors Research Corp

BUY
 -
88
+ 17.85%
$7.92K - $9.26K
581 $76.8K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
87
+ 2.92%
$7.83K - $9.16K
3.07K $405K
Jan 23, 2024 Q4 2023
Midwest Heritage Bank, Fsb

BUY
 -
79
+ 0.5%
$7.11K - $8.31K
15.7K $2.08M
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
77
+ 0.89%
$6.93K - $8.1K
8.7K $1.15M
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
72
+ 1.39%
$6.48K - $7.58K
5.27K $696K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
69
+ 1725.0%
$6.21K - $7.26K
73 $9.65K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
66
+ 4.63%
$5.94K - $6.95K
1.49K $197K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
66
+ 0.75%
$5.94K - $6.95K
8.92K $1.18M
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
64
New
$5.76K - $6.74K
64 $8.46K
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
64
+ 1.49%
$5.76K - $6.74K
4.36K $577K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
58
New
$5.22K - $6.1K
58 $7.67K
Feb 01, 2024 Q4 2023
Pds Planning, Inc

BUY
 -
57
+ 2.16%
$5.13K - $6K
2.7K $356K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
57
New
$5.13K - $6K
57 $7.53K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
55
New
$4.95K - $5.79K
55 $7.27K
Jan 23, 2024 Q4 2023
White Lighthouse Investment Management Inc.

BUY
 -
55
+ 0.3%
$4.95K - $5.79K
18.5K $2.44M
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
55
New
$4.95K - $5.79K
55 $7.27K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
48
+ 0.55%
$4.32K - $5.05K
8.85K $1.17M
Jan 18, 2024 Q4 2023
Pettinga Financial Advisors, LLC

BUY
 -
48
+ 0.93%
$4.32K - $5.05K
5.21K $688K
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
45
+ 0.62%
$4.05K - $4.74K
7.27K $960K
Feb 08, 2024 Q4 2023
Jordan Park Group LLC

BUY
 -
42
+ 0.29%
$3.78K - $4.42K
14.5K $1.91M
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
37
+ 0.74%
$3.33K - $3.89K
5.04K $666K
Jan 10, 2024 Q4 2023
Scott Capital Advisors, LLC

BUY
 -
36
+ 0.22%
$3.24K - $3.79K
16.6K $2.19M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
34
+ 0.34%
$3.06K - $3.58K
9.91K $1.31M
Jan 26, 2024 Q4 2023
Mendel Capital Management LLC

BUY
 -
32
+ 0.22%
$2.88K - $3.37K
14.7K $1.94M
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
32
+ 0.26%
$2.88K - $3.37K
12.4K $1.64M
Jan 18, 2024 Q4 2023
Gen Trust, LLC

BUY
 -
31
+ 0.21%
$2.79K - $3.26K
14.8K $1.96M
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
31
+ 2.65%
$2.79K - $3.26K
1.2K $159K
Jan 23, 2024 Q4 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
31
+ 0.73%
$2.79K - $3.26K
4.26K $564K
Jan 10, 2024 Q4 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
29
+ 0.48%
$2.61K - $3.05K
6.12K $808K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
29
+ 4.62%
$2.61K - $3.05K
657 $86.8K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
27
New
$2.43K - $2.84K
27 $3.57K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
27
+ 0.33%
$2.43K - $2.84K
8.33K $1.1M
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
27
+ 0.75%
$2.43K - $2.84K
3.62K $479K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
25
+ 11.11%
$2.25K - $2.63K
250 $33K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
23
+ 10.5%
$2.07K - $2.42K
242 $32K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
21
+ 53.85%
$1.89K - $2.21K
60 $7.93K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
21
+ 65.63%
$1.89K - $2.21K
53 $7.01K
Jan 18, 2024 Q4 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
15
+ 0.4%
$1.35K - $1.58K
3.8K $503K
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

BUY
 -
15
+ 0.16%
$1.35K - $1.58K
9.25K $1.22M
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
15
+ 0.74%
$1.35K - $1.58K
2.04K $269K
Jan 24, 2024 Q4 2023
Rkl Wealth Management LLC

BUY
 -
12
+ 0.28%
$1.08K - $1.26K
4.31K $569K

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