Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
645K+ 17.3% |
$49.2M - $53.2M
|
4.38M
$339M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
171K+ 96.95% |
$13M - $14.1M
|
348K
$27M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
123K+ 32.95% |
$9.4M - $10.2M
|
497K
$38.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
77.7K+ 6.31% |
$5.92M - $6.4M
|
1.31M
$101M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 4.85% |
$5.74M - $6.21M
|
1.63M
$126M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.6K+ 7.96% |
$5.54M - $5.98M
|
985K
$76.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53.6K+ 901.09% |
$4.09M - $4.41M
|
59.6K
$4.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.1KNew |
$3.51M - $3.8M
|
46.1K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.8K+ 160.01% |
$3.41M - $3.69M
|
72.8K
$5.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 5.12% |
$3.41M - $3.68M
|
918K
$71.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 17.81% |
$2.59M - $2.8M
|
225K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
33.2K+ 159.94% |
$2.53M - $2.74M
|
54K
$4.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.7K+ 44.19% |
$2.5M - $2.7M
|
107K
$8.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
32.4K+ 4.17% |
$2.47M - $2.67M
|
810K
$62.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$2.4M - $2.59M
|
31.5K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.8K+ 14.23% |
$2.04M - $2.21M
|
215K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 14.96% |
$1.75M - $1.89M
|
177K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
20.7K+ 29.04% |
$1.58M - $1.7M
|
91.9K
$7.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 4.51% |
$1.57M - $1.69M
|
476K
$36.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
20.1K+ 5.55% |
$1.53M - $1.65M
|
382K
$29.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.8KNew |
$1.43M - $1.55M
|
18.8K
$1.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18K+ 11.21% |
$1.37M - $1.48M
|
178K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.4K+ 21.85% |
$1.32M - $1.43M
|
96.8K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.4K+ 1.5% |
$1.25M - $1.35M
|
1.11M
$86M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.2K+ 28.14% |
$1.24M - $1.34M
|
73.8K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.1K+ 1.25% |
$1.15M - $1.24M
|
1.22M
$94.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 77.36% |
$1.12M - $1.21M
|
33.7K
$2.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
14KNew |
$1.07M - $1.15M
|
14K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8K+ 3.01% |
$1.05M - $1.14M
|
473K
$36.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.4K+ 3.73% |
$1.02M - $1.1M
|
373K
$28.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.5K+ 7.19% |
$954K - $1.03M
|
187K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.1K+ 4.65% |
$842K - $910K
|
249K
$19.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.4K+ 264.53% |
$794K - $858K
|
14.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.2K+ 6.71% |
$780K - $843K
|
163K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9.92K+ 3.66% |
$756K - $817K
|
281K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.87KNew |
$752K - $813K
|
9.87K
$765K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.72K+ 1.45% |
$741K - $801K
|
679K
$52.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.68K+ 10.95% |
$738K - $797K
|
98K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09K+ 0.1% |
$693K - $749K
|
9.44M
$732M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.98K+ 5.81% |
$684K - $739K
|
163K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.48K+ 20.78% |
$646K - $699K
|
49.3K
$3.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.02K+ 1.57% |
$611K - $661K
|
518K
$40.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.83KNew |
$597K - $645K
|
7.83K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.64KNew |
$583K - $629K
|
7.64K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.6K+ 27.98% |
$579K - $626K
|
34.8K
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
7.5K+ 0.63% |
$572K - $618K
|
1.19M
$92.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.36K+ 14.99% |
$561K - $606K
|
56.5K
$4.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.26K+ 144.49% |
$554K - $598K
|
12.3K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.09K+ 59.95% |
$541K - $584K
|
18.9K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.25K+ 174.85% |
$476K - $515K
|
9.83K
$762K
|