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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
28+ 0.55% |
$2.05K - $2.25K
|
5.08K
$394K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25+ 0.15% |
$1.83K - $2K
|
17.1K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.32% |
$1.47K - $1.6K
|
6.18K
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19+ 14.96% |
$1.39K - $1.52K
|
146
$11.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.08% |
$1.32K - $1.44K
|
23.8K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
17+ 1700.0% |
$1.25K - $1.36K
|
18
$1.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 8.93% |
$1.1K - $1.2K
|
183
$14.2K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
15+ 1.81% |
$1.1K - $1.2K
|
845
$65.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15+ 0.33% |
$1.1K - $1.2K
|
4.49K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15+ 3.4% |
$1.1K - $1.2K
|
456
$35.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.43% |
$881 - $962
|
2.83K
$219K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
11+ 0.33% |
$807 - $882
|
3.3K
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
9+ 0.91% |
$661 - $722
|
1K
$77.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
8+ 0.09% |
$587 - $641
|
9.06K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 0.09% |
$587 - $641
|
8.94K
$693K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 21.88% |
$514 - $561
|
39
$3.02K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$367 - $401
|
29.7K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.92% |
$367 - $401
|
266
$20.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$367 - $401
|
5
$388
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5+ 0.12% |
$367 - $401
|
4.13K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4+ 44.44% |
$294 - $321
|
13
$1.01K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2+ 0.05% |
$147 - $160
|
4.14K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.93% |
$147 - $160
|
216
$16.7K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 1.83% |
$147 - $160
|
111
$8.61K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $80.2
|
4.37K
$339K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.05% |
$73.4 - $80.2
|
1.9K
$147K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$73.4 - $80.2
|
46.2K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.05% |
$147 - $160
|
4K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 1.55% |
$220 - $241
|
191
$14.8K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$367 - $401
|
6.45K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 0.18% |
$514 - $561
|
3.91K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 0.04% |
$734 - $802
|
25.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.29% |
$1.1K - $1.2K
|
5.09K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.35% |
$1.1K - $1.2K
|
4.23K
$328K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-17- 0.53% |
$1.25K - $1.36K
|
3.16K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.32K - $1.44K
|
9.1K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$1.69K - $1.84K
|
3.77K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-30- 0.44% |
$2.2K - $2.41K
|
6.84K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 0.86% |
$2.86K - $3.13K
|
4.5K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-40- 1.02% |
$2.94K - $3.21K
|
3.9K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 1.98% |
$3.08K - $3.37K
|
2.08K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-45- 1.46% |
$3.3K - $3.61K
|
3.04K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-50- 0.06% |
$3.67K - $4.01K
|
90.3K
$7M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$3.67K - $4.01K
|
350
$27.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 2.57% |
$4.48K - $4.89K
|
2.31K
$179K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-61- 10.39% |
$4.48K - $4.89K
|
526
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-62- 0.34% |
$4.55K - $4.97K
|
18.2K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 16.28% |
$5.14K - $5.61K
|
360
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 1.82% |
$5.21K - $5.69K
|
3.83K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-75- 1.01% |
$5.5K - $6.01K
|
7.36K
$571K
|