Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGD)
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 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.92K- 31.71% |
$127K - $139K
|
4.13K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.97K- 18.61% |
$130K - $142K
|
8.6K
$683K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.05K- 11.36% |
$136K - $149K
|
16K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 8.11% |
$152K - $166K
|
26K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.33K- 37.3% |
$154K - $169K
|
3.91K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.37K- 10.27% |
$157K - $172K
|
20.7K
$1.65M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 41.32% |
$160K - $175K
|
3.43K
$272K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.49K- 18.96% |
$165K - $180K
|
10.6K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.5K- 22.72% |
$166K - $181K
|
8.52K
$676K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.53K- 8.08% |
$168K - $183K
|
28.8K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 9.07% |
$178K - $195K
|
27K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.72K- 2.42% |
$180K - $197K
|
110K
$8.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.01K- 3.67% |
$199K - $218K
|
78.9K
$6.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.07K- 23.59% |
$203K - $222K
|
9.94K
$790K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3.09K- 53.19% |
$205K - $224K
|
2.72K
$216K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 4.26% |
$208K - $227K
|
70.5K
$5.6M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.38K- 17.55% |
$224K - $245K
|
15.9K
$1.26M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4K- 34.16% |
$265K - $290K
|
7.72K
$613K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.01K- 42.24% |
$266K - $290K
|
5.48K
$435K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-4.13K- 3.94% |
$274K - $299K
|
101K
$8.01M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.46K- 14.45% |
$295K - $323K
|
26.4K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.68K- 1.98% |
$310K - $339K
|
231K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.76K- 1.04% |
$315K - $344K
|
455K
$36.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.76K- 7.38% |
$316K - $345K
|
59.7K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.41K- 8.7% |
$359K - $392K
|
56.8K
$4.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-5.61K- 25.47% |
$372K - $406K
|
16.4K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.64K- 54.16% |
$373K - $408K
|
4.77K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.83K- 45.38% |
$387K - $422K
|
7.02K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.86K- 0.38% |
$388K - $424K
|
1.54M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.11KClosed |
$405K - $442K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.37K- 11.76% |
$422K - $461K
|
47.8K
$3.8M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.77K- 18.77% |
$448K - $490K
|
29.3K
$2.33M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.98KClosed |
$595K - $650K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.31K- 16.22% |
$617K - $674K
|
48.1K
$3.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-9.81K- 60.98% |
$650K - $710K
|
6.28K
$498K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-11K- 23.73% |
$727K - $794K
|
35.3K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-12.2K- 19.03% |
$810K - $885K
|
52K
$4.13M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 6.88% |
$825K - $901K
|
168K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 2.49% |
$830K - $906K
|
490K
$38.9M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.6K- 98.89% |
$838K - $915K
|
142
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-13.5K- 5.95% |
$894K - $976K
|
213K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-15.3K- 7.01% |
$1.02M - $1.11M
|
204K
$16.2M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.3K- 31.05% |
$1.28M - $1.4M
|
42.8K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.3K- 11.59% |
$1.35M - $1.47M
|
155K
$12.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.9K- 36.96% |
$1.52M - $1.66M
|
39.1K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-24K- 71.36% |
$1.59M - $1.73M
|
9.62K
$764K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-24K- 73.58% |
$1.59M - $1.74M
|
8.63K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.3K- 1.75% |
$2.01M - $2.19M
|
1.7M
$135M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-30.5K- 8.46% |
$2.02M - $2.21M
|
330K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 73.55% |
$2.29M - $2.51M
|
12.5K
$989K
|