Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 2024. 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 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
662K+ 573.47% |
$48.6M - $53.1M
|
778K
$60.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
363K+ 10.78% |
$26.6M - $29.1M
|
3.73M
$289M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
251K+ 5.15% |
$18.4M - $20.2M
|
5.13M
$398M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
251K+ 5.15% |
$18.4M - $20.2M
|
5.13M
$398M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
249K+ 2.72% |
$18.3M - $20M
|
9.43M
$731M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
178K+ 4.64% |
$13.1M - $14.3M
|
4.01M
$311M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
177KNew |
$13M - $14.2M
|
177K
$13.7M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
157K+ 96.4% |
$11.5M - $12.6M
|
320K
$24.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
144K+ 821.67% |
$10.6M - $11.6M
|
162K
$12.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 2.78% |
$10.2M - $11.1M
|
5.13M
$398M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115K+ 10275.27% |
$8.42M - $9.19M
|
116K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
111K+ 13.92% |
$8.18M - $8.94M
|
912K
$70.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
103K+ 10.43% |
$7.57M - $8.28M
|
1.09M
$84.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88.2K+ 85.91% |
$6.47M - $7.07M
|
191K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.6K+ 5.54% |
$5.99M - $6.55M
|
1.55M
$120M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.2K+ 2.72% |
$4.05M - $4.42M
|
2.08M
$161M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
51.4K+ 16.13% |
$3.77M - $4.12M
|
370K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.3K+ 16.64% |
$3.76M - $4.11M
|
359K
$27.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.2K+ 316.85% |
$3.69M - $4.03M
|
66.1K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
49.4K+ 4.18% |
$3.63M - $3.96M
|
1.23M
$95.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
46.9KNew |
$3.45M - $3.76M
|
46.9K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.7K+ 5.64% |
$3.42M - $3.74M
|
874K
$67.7M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
44.2K+ 33.43% |
$3.24M - $3.54M
|
176K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
39.8K+ 0.8% |
$2.92M - $3.19M
|
5.01M
$388M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.3K+ 6.25% |
$2.89M - $3.15M
|
669K
$51.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
36.3K+ 7.18% |
$2.66M - $2.91M
|
541K
$42M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
34.1KNew |
$2.5M - $2.73M
|
34.1K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33.1K+ 2.52% |
$2.43M - $2.66M
|
1.35M
$105M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30.6K+ 12.72% |
$2.25M - $2.45M
|
271K
$21M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26.5K+ 33.05% |
$1.94M - $2.12M
|
107K
$8.26M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 7.05% |
$1.89M - $2.07M
|
391K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 1.34% |
$1.6M - $1.75M
|
1.65M
$128M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.8K+ 15.82% |
$1.53M - $1.67M
|
153K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 140.08% |
$1.43M - $1.56M
|
33.3K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.4K+ 4.92% |
$1.35M - $1.47M
|
391K
$30.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
18K+ 2.25% |
$1.32M - $1.44M
|
816K
$63.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 3.88% |
$1.25M - $1.36M
|
455K
$35.3M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.9KNew |
$1.24M - $1.36M
|
16.9K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.8K+ 3.8% |
$1.23M - $1.35M
|
460K
$35.6M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
15.2K+ 18.53% |
$1.11M - $1.22M
|
97.2K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.06M - $1.16M
|
14.4K
$1.12M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.3K+ 37.11% |
$976K - $1.07M
|
49.1K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.3K+ 4.36% |
$973K - $1.06M
|
318K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 12.36% |
$912K - $996K
|
113K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.1KNew |
$889K - $972K
|
12.1K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 0.19% |
$835K - $912K
|
6.05M
$469M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 14.53% |
$822K - $899K
|
88.3K
$6.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.72K+ 6.72% |
$713K - $779K
|
154K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
9K+ 3.85% |
$660K - $722K
|
243K
$18.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.2% |
$655K - $715K
|
221K
$17.1M
|