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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
135+ 1.52% |
$10.3K - $11.1K
|
9.01K
$698K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 6.01% |
$10.1K - $11K
|
2.35K
$182K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
129+ 2.72% |
$9.83K - $10.6K
|
4.87K
$378K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
129+ 1.58% |
$9.83K - $10.6K
|
8.28K
$642K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
116+ 1.87% |
$8.84K - $9.55K
|
6.32K
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
115New |
$8.77K - $9.47K
|
115
$8.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
113+ 0.45% |
$8.61K - $9.31K
|
25K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
111+ 2.2% |
$8.46K - $9.14K
|
5.16K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
108+ 2.12% |
$8.23K - $8.89K
|
5.2K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$8K - $8.65K
|
105
$8.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
103+ 0.76% |
$7.85K - $8.48K
|
13.6K
$1.06M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100+ 0.59% |
$7.62K - $8.24K
|
17K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
100+ 0.38% |
$7.62K - $8.24K
|
26.3K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
100+ 1.88% |
$7.62K - $8.24K
|
5.43K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
97+ 0.99% |
$7.39K - $7.99K
|
9.87K
$765K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
96+ 1.88% |
$7.32K - $7.91K
|
5.2K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
93+ 0.27% |
$7.09K - $7.66K
|
34.2K
$2.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 17.79% |
$7.01K - $7.58K
|
609
$47.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
87+ 0.04% |
$6.63K - $7.17K
|
248K
$19.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
84+ 0.79% |
$6.4K - $6.92K
|
10.7K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
79+ 1.57% |
$6.02K - $6.51K
|
5.11K
$396K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
75+ 0.52% |
$5.72K - $6.18K
|
14.4K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
73New |
$5.56K - $6.01K
|
73
$5.66K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 1.88% |
$5.18K - $5.6K
|
3.69K
$286K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
68+ 1.87% |
$5.18K - $5.6K
|
3.7K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
66+ 1.67% |
$5.03K - $5.44K
|
4.01K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
61+ 12.06% |
$4.65K - $5.02K
|
567
$44K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
60+ 0.23% |
$4.57K - $4.94K
|
25.8K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.45% |
$3.81K - $4.12K
|
3.49K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
49+ 1.86% |
$3.73K - $4.04K
|
2.69K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$3.66K - $3.95K
|
48
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 0.58% |
$3.28K - $3.54K
|
7.4K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
41+ 2.61% |
$3.13K - $3.38K
|
1.61K
$125K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
40+ 0.02% |
$3.05K - $3.29K
|
176K
$13.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
40+ 0.6% |
$3.05K - $3.29K
|
6.65K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 0.34% |
$3.05K - $3.29K
|
11.8K
$912K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
39+ 0.08% |
$2.97K - $3.21K
|
46.3K
$3.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 19.67% |
$2.74K - $2.96K
|
219
$17K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
36+ 27.69% |
$2.74K - $2.96K
|
166
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 1.84% |
$2.67K - $2.88K
|
1.94K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32+ 0.17% |
$2.44K - $2.64K
|
18.9K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.75% |
$2.13K - $2.31K
|
3.77K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.89% |
$1.91K - $2.06K
|
1.35K
$104K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
22+ 0.11% |
$1.68K - $1.81K
|
19.5K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
20+ 0.2% |
$1.52K - $1.65K
|
9.93K
$770K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.92% |
$1.37K - $1.48K
|
1.99K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 1.07% |
$1.37K - $1.48K
|
1.7K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
17+ 0.57% |
$1.3K - $1.4K
|
3.01K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
17+ 0.4% |
$1.3K - $1.4K
|
4.22K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
16+ 0.6% |
$1.22K - $1.32K
|
2.66K
$206K
|