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
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
8.16KNew |
$599K - $654K
|
8.16K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8K+ 528.82% |
$587K - $642K
|
9.51K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.99KNew |
$586K - $640K
|
7.99K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7.97K+ 0.68% |
$585K - $639K
|
1.18M
$91.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.75K+ 197.23% |
$569K - $621K
|
11.7K
$905K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.65K+ 44.35% |
$561K - $613K
|
24.9K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 4.22% |
$560K - $612K
|
188K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.56KNew |
$555K - $606K
|
7.56K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.42K+ 3.94% |
$545K - $595K
|
196K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.15K+ 5904.96% |
$524K - $573K
|
7.27K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6.94KNew |
$510K - $557K
|
6.94K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.43KNew |
$472K - $516K
|
6.43K
$499K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.2K+ 24.76% |
$382K - $417K
|
26.2K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5.11K+ 11.3% |
$375K - $410K
|
50.4K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.02K+ 2.97% |
$368K - $402K
|
174K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.01K+ 11.57% |
$368K - $402K
|
48.3K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.61K+ 1.98% |
$338K - $369K
|
238K
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.45K+ 8.82% |
$327K - $357K
|
54.9K
$4.26M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.45K+ 8.82% |
$327K - $357K
|
54.9K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.44KNew |
$326K - $356K
|
4.44K
$344K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.34K+ 10.35% |
$318K - $348K
|
46.2K
$3.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.31K+ 5.64% |
$316K - $345K
|
80.7K
$6.26M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.09KNew |
$300K - $328K
|
4.09K
$317K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.04K+ 0.71% |
$296K - $324K
|
575K
$44.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.97KNew |
$291K - $318K
|
3.97K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.94KNew |
$289K - $316K
|
3.94K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.93K+ 2.48% |
$288K - $315K
|
162K
$12.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.82K+ 16.35% |
$280K - $306K
|
27.2K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.79KNew |
$278K - $304K
|
3.79K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.77KNew |
$276K - $302K
|
3.77K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.74KNew |
$274K - $300K
|
3.74K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.74KNew |
$274K - $299K
|
3.74K
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.68K+ 8.48% |
$270K - $295K
|
47.1K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.42KNew |
$251K - $274K
|
3.42K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.39K+ 5.63% |
$249K - $272K
|
63.7K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.38K+ 7.07% |
$248K - $271K
|
51.2K
$3.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.36K+ 90.29% |
$246K - $269K
|
7.07K
$548K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.33K+ 14.51% |
$244K - $267K
|
26.3K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.29K+ 29.63% |
$241K - $264K
|
14.4K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.21KNew |
$236K - $257K
|
3.21K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.19KNew |
$234K - $255K
|
3.19K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.16K+ 47.03% |
$232K - $253K
|
9.87K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$221K - $242K
|
3.01K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.85K+ 4.94% |
$209K - $229K
|
60.6K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.85K+ 37.5% |
$209K - $229K
|
10.5K
$810K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
2.77KNew |
$203K - $222K
|
2.77K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.71KNew |
$199K - $217K
|
2.71K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.7K+ 10.59% |
$198K - $216K
|
28.2K
$2.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.64KNew |
$194K - $212K
|
2.64K
$205K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.64K+ 1.68% |
$194K - $212K
|
160K
$12.4M
|