Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 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
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
10.5K
+ 2.94%
$696K - $760K
368K $29.5M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
9.84K
New
$652K - $712K
9.84K $789K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.08K
New
$602K - $657K
9.08K $728K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
8.66K
+ 11.89%
$574K - $627K
81.5K $6.53M
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
8.58K
+ 58.61%
$569K - $621K
23.2K $1.86M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
7.93K
+ 1.18%
$525K - $574K
680K $54.5M
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
7.9K
+ 8.12%
$524K - $572K
105K $8.43M
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
7.53K
+ 9.76%
$499K - $545K
84.6K $6.78M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.12K
+ 31.22%
$472K - $516K
29.9K $2.4M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.94K
+ 160.85%
$460K - $503K
11.3K $903K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
6.39K
+ 108.73%
$423K - $463K
12.3K $984K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.37K
+ 13.33%
$422K - $461K
54.1K $4.34M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
6.3K
+ 31.54%
$418K - $456K
26.3K $2.11M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
6.03K
+ 30.85%
$399K - $436K
25.6K $2.05M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
5.98K
New
$396K - $433K
5.98K $480K
May 08, 2023 Q1 2023
West Coast Financial LLC

BUY
 -
5.56K
New
$368K - $402K
5.56K $446K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
5.49K
+ 2.52%
$364K - $398K
223K $17.9M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
5.36K
+ 9.42%
$355K - $388K
62.2K $4.99M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
5.36K
New
$355K - $388K
5.36K $429K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
5.32K
+ 43.53%
$352K - $385K
17.5K $1.41M
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
5.28K
+ 0.71%
$350K - $383K
749K $60.1M
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
5.25K
+ 4.61%
$348K - $380K
119K $9.56M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.17K
+ 102.22%
$342K - $374K
10.2K $819K
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
5.15K
+ 3.11%
$341K - $373K
171K $13.7M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
5.12K
New
$339K - $370K
5.12K $410K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
5.09K
+ 22.27%
$337K - $368K
27.9K $2.24M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
5.07K
New
$336K - $367K
5.07K $407K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
5K
+ 30.3%
$331K - $362K
21.5K $1.72M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
4.96K
+ 27.07%
$329K - $359K
23.3K $1.87M
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
4.8K
+ 3.3%
$318K - $347K
150K $12M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
4.78K
+ 83.22%
$317K - $346K
10.5K $844K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.75K
+ 93.73%
$315K - $344K
9.82K $788K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.7K
+ 1.82%
$312K - $340K
262K $21M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
4.53K
+ 83.09%
$300K - $328K
9.99K $801K
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4.48K
+ 11.95%
$297K - $324K
42K $3.37M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
4.43K
New
$294K - $321K
4.43K $356K
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
4.4K
New
$291K - $318K
4.4K $352K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
4.35K
New
$288K - $315K
4.35K $349K
May 12, 2023 Q1 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
4.33K
New
$287K - $313K
4.33K $347K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.33K
+ 102.73%
$287K - $313K
8.54K $684K
May 15, 2023 Q1 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
4.16K
+ 13.39%
$275K - $301K
35.2K $2.82M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
4.13K
New
$274K - $299K
4.13K $331K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
4.1K
+ 403.84%
$272K - $297K
5.11K $410K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4K
New
$265K - $290K
4K $321K
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
3.99K
New
$265K - $289K
3.99K $320K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
3.93K
+ 121.54%
$261K - $285K
7.17K $575K
Apr 18, 2023 Q1 2023
Richard P Slaughter Associates Inc

BUY
 -
3.9K
New
$258K - $282K
3.9K $312K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
3.76K
+ 18.37%
$249K - $272K
24.2K $1.94M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.71K
+ 13.18%
$246K - $269K
31.9K $2.56M

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