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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-565- 57.19% |
$41.5K - $45.3K
|
423
$32.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-569- 1.69% |
$41.8K - $45.6K
|
33K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-596- 14.74% |
$43.7K - $47.8K
|
3.45K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-598- 71.36% |
$43.9K - $47.9K
|
240
$18.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-610- 4.3% |
$44.8K - $48.9K
|
13.6K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-632- 6.22% |
$46.4K - $50.7K
|
9.53K
$739K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-664- 3.1% |
$48.7K - $53.2K
|
20.8K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-670- 4.71% |
$49.2K - $53.7K
|
13.5K
$1.05M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 8.06% |
$50.4K - $55.1K
|
7.84K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-735- 8.5% |
$53.9K - $58.9K
|
7.91K
$613K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-775- 14.18% |
$56.9K - $62.1K
|
4.69K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-781- 10.03% |
$57.3K - $62.6K
|
7.01K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-781- 18.68% |
$57.3K - $62.6K
|
3.4K
$264K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-815- 11.98% |
$59.8K - $65.3K
|
5.99K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-888- 1.23% |
$65.2K - $71.2K
|
71.2K
$5.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-913- 1.18% |
$67K - $73.2K
|
76.4K
$5.92M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-938- 23.12% |
$68.8K - $75.2K
|
3.12K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-977- 22.16% |
$71.7K - $78.3K
|
3.43K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-997- 6.05% |
$73.2K - $79.9K
|
15.5K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-998- 4.24% |
$73.2K - $80K
|
22.5K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 0.86% |
$73.5K - $80.3K
|
115K
$8.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 14.61% |
$74.1K - $80.9K
|
5.9K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.01K- 8.49% |
$74.3K - $81.2K
|
10.9K
$847K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 16.78% |
$76.5K - $83.5K
|
5.17K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 20.83% |
$77.4K - $84.5K
|
4.01K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.08K- 4.5% |
$79.3K - $86.6K
|
22.9K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 2.14% |
$85.4K - $93.2K
|
53.1K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 1.45% |
$86.5K - $94.5K
|
80.3K
$6.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.35K- 8.01% |
$99.2K - $108K
|
15.5K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.39K- 10.83% |
$102K - $111K
|
11.4K
$887K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.43K- 3.69% |
$105K - $114K
|
37.2K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.44K- 11.37% |
$105K - $115K
|
11.2K
$867K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.48K- 3.63% |
$108K - $118K
|
39.2K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 8.18% |
$109K - $119K
|
16.7K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.49K- 5.48% |
$110K - $120K
|
25.7K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.63K- 3.56% |
$119K - $130K
|
44K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.66K- 1.16% |
$122K - $133K
|
142K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 2.95% |
$125K - $137K
|
56.1K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.76K- 25.63% |
$129K - $141K
|
5.11K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.8K- 26.91% |
$132K - $144K
|
4.89K
$379K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.83K- 30.95% |
$134K - $146K
|
4.07K
$316K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.83K- 0.77% |
$135K - $147K
|
236K
$18.3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.19K- 12.03% |
$160K - $175K
|
16K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.26K- 6.12% |
$166K - $181K
|
34.7K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.27K- 20.64% |
$166K - $182K
|
8.71K
$676K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.28K- 2.2% |
$167K - $183K
|
101K
$7.86M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.52K- 21.96% |
$185K - $202K
|
8.95K
$694K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 3.16% |
$190K - $208K
|
79.4K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.74K- 32.94% |
$201K - $220K
|
5.59K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-2.76K- 35.86% |
$202K - $221K
|
4.93K
$382K
|