Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.51M+ 59.14% |
$107M - $112M
|
4.07M
$316M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
489K+ 49.89% |
$34.7M - $36.2M
|
1.47M
$114M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
445K+ 8.0% |
$31.6M - $33M
|
6M
$465M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
335KNew |
$23.8M - $24.9M
|
335K
$26M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
281KNew |
$20M - $20.9M
|
281K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
233K+ 22.98% |
$16.5M - $17.3M
|
1.25M
$96.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
179KNew |
$12.7M - $13.2M
|
179K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
147KNew |
$10.4M - $10.9M
|
147K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
137K+ 4073.01% |
$9.76M - $10.2M
|
141K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
129K+ 3.66% |
$9.13M - $9.54M
|
3.64M
$282M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.7K+ 1.94% |
$6.44M - $6.73M
|
4.75M
$369M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
78.2K+ 28.6% |
$5.55M - $5.8M
|
352K
$27.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
76.6KNew |
$5.43M - $5.68M
|
76.6K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70K+ 4.12% |
$4.97M - $5.19M
|
1.77M
$137M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68.9KNew |
$4.89M - $5.11M
|
68.9K
$5.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
68.4K+ 62.98% |
$4.85M - $5.07M
|
177K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
66.2K+ 6.6% |
$4.7M - $4.91M
|
1.07M
$82.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56K+ 1.79% |
$3.98M - $4.16M
|
3.18M
$247M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
53K+ 6.79% |
$3.76M - $3.93M
|
834K
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.2K+ 6.79% |
$3.56M - $3.72M
|
789K
$61.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.9K+ 8.69% |
$3.54M - $3.7M
|
625K
$48.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
38K+ 70.42% |
$2.7M - $2.82M
|
92K
$7.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37.8K+ 16.93% |
$2.68M - $2.81M
|
261K
$20.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.7K+ 78.59% |
$2.47M - $2.58M
|
78.9K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8K+ 271.09% |
$2.4M - $2.5M
|
46.2K
$3.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
32.9K+ 4.81% |
$2.33M - $2.44M
|
715K
$55.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.8K+ 171.6% |
$2.26M - $2.36M
|
50.3K
$3.9M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27.9K+ 337.19% |
$1.98M - $2.07M
|
36.1K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
25.3K+ 10.6% |
$1.8M - $1.88M
|
264K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.4K+ 9.3% |
$1.73M - $1.81M
|
287K
$22.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22K+ 13.09% |
$1.56M - $1.64M
|
191K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.7K+ 4.38% |
$1.54M - $1.61M
|
517K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 218.03% |
$1.54M - $1.61M
|
31.6K
$2.45M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8K+ 1.32% |
$1.48M - $1.54M
|
1.59M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8K+ 1.32% |
$1.48M - $1.54M
|
1.59M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20K+ 35.29% |
$1.42M - $1.49M
|
76.8K
$5.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
19KNew |
$1.35M - $1.41M
|
19K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
18.6K+ 2.74% |
$1.32M - $1.38M
|
699K
$54.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.1K+ 5.89% |
$1.29M - $1.34M
|
326K
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
17K+ 8.37% |
$1.21M - $1.26M
|
221K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.4K+ 31.57% |
$1.16M - $1.22M
|
68.4K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16KNew |
$1.13M - $1.19M
|
16K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6K+ 4.26% |
$1.04M - $1.09M
|
358K
$27.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.2K+ 15.19% |
$937K - $979K
|
100K
$7.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.5K+ 2.75% |
$889K - $929K
|
467K
$36.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 6.13% |
$847K - $885K
|
207K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3K+ 3.85% |
$800K - $836K
|
304K
$23.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.9K+ 370.12% |
$772K - $807K
|
13.8K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 0.67% |
$771K - $806K
|
1.64M
$127M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.8K+ 12.89% |
$764K - $799K
|
94.3K
$7.31M
|