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 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
605+ 3.32% |
$46.1K - $49.8K
|
18.8K
$1.46M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
583+ 10.25% |
$44.4K - $48K
|
6.27K
$486K
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
542+ 1.12% |
$41.3K - $44.6K
|
48.8K
$3.79M
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
526+ 1.87% |
$40.1K - $43.3K
|
28.7K
$2.22M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
526+ 11.68% |
$40.1K - $43.3K
|
5.03K
$390K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
496+ 11.51% |
$37.8K - $40.9K
|
4.81K
$373K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
488+ 1.37% |
$37.2K - $40.2K
|
36.1K
$2.8M
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
472+ 162.2% |
$36K - $38.9K
|
763
$59.2K
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
462+ 1.52% |
$35.2K - $38.1K
|
30.8K
$2.39M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
457+ 0.83% |
$34.8K - $37.6K
|
55.4K
$4.29M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
457+ 0.83% |
$34.8K - $37.6K
|
55.4K
$4.29M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
432+ 5.35% |
$32.9K - $35.6K
|
8.51K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
410+ 12.49% |
$31.3K - $33.8K
|
3.69K
$286K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
410+ 12.49% |
$31.3K - $33.8K
|
3.69K
$286K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
374+ 16.3% |
$28.5K - $30.8K
|
2.67K
$207K
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
372+ 0.35% |
$28.4K - $30.6K
|
107K
$8.29M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
367+ 4.15% |
$28K - $30.2K
|
9.21K
$714K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
365+ 47.28% |
$27.8K - $30.1K
|
1.14K
$88.2K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
358+ 0.67% |
$27.3K - $29.5K
|
53.5K
$4.15M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
354+ 97.25% |
$27K - $29.2K
|
718
$55.7K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
344+ 309.91% |
$26.2K - $28.3K
|
455
$35.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
339+ 3.88% |
$25.8K - $27.9K
|
9.07K
$703K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
331+ 6.25% |
$25.2K - $27.3K
|
5.62K
$436K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
320+ 1.37% |
$24.4K - $26.4K
|
23.7K
$1.84M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
317+ 9.94% |
$24.2K - $26.1K
|
3.51K
$272K
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
312+ 3.83% |
$23.8K - $25.7K
|
8.47K
$657K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
307+ 9.59% |
$23.4K - $25.3K
|
3.51K
$272K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
304+ 1.78% |
$23.2K - $25K
|
17.4K
$1.35M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
303+ 54.11% |
$23.1K - $25K
|
863
$66.9K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 1.13% |
$22.9K - $24.7K
|
26.8K
$2.08M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
290+ 1.05% |
$22.1K - $23.9K
|
27.9K
$2.16M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
278+ 11.08% |
$21.2K - $22.9K
|
2.79K
$216K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
272+ 0.48% |
$20.7K - $22.4K
|
56.8K
$4.4M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
268+ 1.73% |
$20.4K - $22.1K
|
15.8K
$1.22M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
263+ 2.76% |
$20K - $21.7K
|
9.8K
$760K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
245+ 0.63% |
$18.7K - $20.2K
|
39K
$3.02M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
245+ 2.97% |
$18.7K - $20.2K
|
8.48K
$658K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
234+ 3.89% |
$17.8K - $19.3K
|
6.25K
$485K
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
229+ 0.2% |
$17.5K - $18.9K
|
114K
$8.88M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
207+ 0.62% |
$15.8K - $17K
|
33.5K
$2.6M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
206+ 0.78% |
$15.7K - $17K
|
26.8K
$2.08M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
199+ 2.58% |
$15.2K - $16.4K
|
7.93K
$615K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
199+ 5.59% |
$15.2K - $16.4K
|
3.76K
$292K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
183New |
$13.9K - $15.1K
|
183
$14.2K
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
179+ 39.25% |
$13.6K - $14.7K
|
635
$49.2K
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
165+ 5.14% |
$12.6K - $13.6K
|
3.38K
$262K
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
159+ 4.33% |
$12.1K - $13.1K
|
3.84K
$297K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
156New |
$11.9K - $12.8K
|
156
$12.1K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
150+ 0.82% |
$11.4K - $12.4K
|
18.4K
$1.43M
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
146+ 0.64% |
$11.1K - $12K
|
22.9K
$1.77M
|