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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 23.32% |
$123K - $133K
|
5.3K
$411K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.63K- 9.37% |
$124K - $134K
|
15.7K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.64K- 14.34% |
$125K - $135K
|
9.8K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.72K- 18.83% |
$131K - $142K
|
7.43K
$576K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.74K- 1.79% |
$133K - $143K
|
95.5K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.83K- 6.04% |
$139K - $151K
|
28.5K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.86K- 4.98% |
$141K - $153K
|
35.4K
$2.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 7.18% |
$149K - $161K
|
25.2K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.99K- 43.82% |
$152K - $164K
|
2.55K
$198K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.01K- 7.28% |
$153K - $165K
|
25.5K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.07K- 40.69% |
$158K - $170K
|
3.01K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.08K- 5.99% |
$158K - $171K
|
32.6K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.19K- 14.25% |
$167K - $180K
|
13.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.35K- 19.36% |
$179K - $193K
|
9.77K
$758K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.39K- 94.69% |
$182K - $197K
|
134
$10.4K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 32.85% |
$186K - $201K
|
4.98K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-2.53K- 27.92% |
$193K - $208K
|
6.53K
$507K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 35.74% |
$199K - $215K
|
4.7K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.75K- 15.65% |
$210K - $226K
|
14.8K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.75K- 2.72% |
$210K - $227K
|
98.6K
$7.64M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.05K- 4.62% |
$233K - $251K
|
63K
$4.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 11.86% |
$252K - $272K
|
24.6K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.56K- 37.44% |
$271K - $293K
|
5.95K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.57K- 0.62% |
$272K - $294K
|
571K
$44.3M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.85K- 42.99% |
$293K - $317K
|
5.1K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.87K- 30.96% |
$295K - $319K
|
8.63K
$669K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.18K- 43.3% |
$319K - $345K
|
5.48K
$425K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.29K- 7.43% |
$327K - $353K
|
53.5K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4.52K- 65.11% |
$345K - $372K
|
2.42K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 7.26% |
$368K - $397K
|
61.7K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.88K- 3.43% |
$372K - $402K
|
137K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.96K- 4.28% |
$378K - $408K
|
111K
$8.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.24K- 7.17% |
$399K - $431K
|
67.9K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.54K- 69.39% |
$422K - $457K
|
2.45K
$190K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.04K- 18.29% |
$461K - $498K
|
27K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 70.37% |
$487K - $526K
|
2.69K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.42K- 7.95% |
$489K - $529K
|
74.3K
$5.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.51K- 11.14% |
$573K - $619K
|
59.9K
$4.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.82K- 4.58% |
$596K - $644K
|
163K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-7.84K- 3.23% |
$597K - $645K
|
235K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.62K- 3.82% |
$657K - $710K
|
217K
$16.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.2K- 10.86% |
$701K - $757K
|
75.5K
$5.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.47K- 4.4% |
$722K - $780K
|
206K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-9.49K- 45.29% |
$723K - $782K
|
11.5K
$889K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.8K- 9.73% |
$824K - $890K
|
100K
$7.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-11K- 5.16% |
$837K - $904K
|
202K
$15.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11.2K- 8.97% |
$851K - $919K
|
113K
$8.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-11.2K- 3.94% |
$852K - $921K
|
272K
$21.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12.8K- 4.04% |
$978K - $1.06M
|
305K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.8K- 1.02% |
$1.05M - $1.14M
|
1.34M
$104M
|