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
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.33K- 35.36% |
$662K - $692K
|
17.1K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 25.35% |
$736K - $770K
|
30.6K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-11.1K- 8.39% |
$788K - $824K
|
121K
$9.39M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-11.9K- 69.8% |
$841K - $879K
|
5.13K
$398K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 25.01% |
$848K - $887K
|
35.8K
$2.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.9K- 34.14% |
$916K - $958K
|
24.9K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.1K- 2.88% |
$1M - $1.05M
|
476K
$36.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 31.02% |
$1.06M - $1.11M
|
33.2K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 26.16% |
$1.12M - $1.17M
|
44.4K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 10.45% |
$1.15M - $1.2M
|
139K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-16.6K- 3.45% |
$1.18M - $1.23M
|
465K
$36M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-22.1K- 8.07% |
$1.57M - $1.64M
|
251K
$19.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.6K- 1.15% |
$1.67M - $1.75M
|
2.03M
$158M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.8K- 5.5% |
$1.83M - $1.91M
|
443K
$34.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-26.1K- 15.25% |
$1.85M - $1.93M
|
145K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27.4K- 9.9% |
$1.95M - $2.04M
|
250K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.9K- 0.26% |
$1.98M - $2.07M
|
10.8M
$838M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29K- 13.61% |
$2.06M - $2.15M
|
184K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.5K- 52.49% |
$2.17M - $2.26M
|
27.6K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-34.6K- 2.24% |
$2.45M - $2.57M
|
1.51M
$117M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-56.5K- 0.89% |
$4.01M - $4.19M
|
6.27M
$486M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-57.8K- 1.19% |
$4.1M - $4.29M
|
4.79M
$371M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-67.5K- 20.48% |
$4.79M - $5.01M
|
262K
$20.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-86.2K- 30.74% |
$6.12M - $6.4M
|
194K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-172K- 75.86% |
$12.2M - $12.7M
|
54.7K
$4.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-252K- 10.66% |
$17.9M - $18.7M
|
2.12M
$164M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-379K- 50.51% |
$26.9M - $28.1M
|
371K
$28.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.54M- 99.34% |
$180M - $188M
|
16.9K
$1.31M
|