Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
4.8M
New
$331M - $359M
4.8M $372M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
280K
New
$19.3M - $20.9M
280K $21.7M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
229K
+ 162.74%
$15.8M - $17.1M
370K $28.7M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
178K
New
$12.3M - $13.3M
178K $13.8M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
141K
+ 7.96%
$9.69M - $10.5M
1.91M $148M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
129K
+ 3.17%
$8.9M - $9.67M
4.2M $326M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
128K
+ 163.66%
$8.82M - $9.58M
206K $16M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
111K
+ 7.54%
$7.62M - $8.28M
1.58M $122M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
93.9K
+ 15.03%
$6.46M - $7.02M
718K $55.7M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
87.8K
+ 5.34%
$6.05M - $6.57M
1.73M $134M
Nov 02, 2023 Q3 2023
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
77.7K
New
$5.35M - $5.81M
77.7K $6.02M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
72.5K
+ 8.69%
$4.99M - $5.43M
907K $70.3M
Nov 13, 2023 Q3 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
62K
+ 5.8%
$4.27M - $4.64M
1.13M $87.7M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
60.4K
+ 130.6%
$4.16M - $4.52M
107K $8.26M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
55.7K
+ 4.47%
$3.84M - $4.17M
1.3M $101M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
54.8K
+ 1.15%
$3.78M - $4.1M
4.81M $373M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
54.8K
+ 7.66%
$3.77M - $4.1M
770K $59.7M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
53.2K
+ 13.1%
$3.66M - $3.98M
459K $35.6M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
41.2K
+ 1545.37%
$2.84M - $3.09M
43.9K $3.4M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
36.8K
+ 13.06%
$2.53M - $2.75M
318K $24.7M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
35.4K
+ 20.02%
$2.44M - $2.65M
212K $16.5M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
34.4K
+ 4.92%
$2.37M - $2.57M
733K $56.8M
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
32K
+ 250.27%
$2.2M - $2.39M
44.8K $3.47M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
28.9K
+ 52.87%
$1.99M - $2.16M
83.6K $6.48M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
28.6K
+ 10.84%
$1.97M - $2.14M
293K $22.7M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
28.2K
+ 1.87%
$1.94M - $2.11M
1.53M $119M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
27.8K
New
$1.92M - $2.08M
27.8K $2.16M
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
27.5K
+ 5.9%
$1.9M - $2.06M
495K $38.4M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.2K
+ 80.02%
$1.6M - $1.74M
52.3K $4.05M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
22.6K
New
$1.56M - $1.69M
22.6K $1.76M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
22.6K
+ 25.4%
$1.56M - $1.69M
112K $8.66M
Oct 26, 2023 Q3 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
22.3K
+ 4.32%
$1.54M - $1.67M
539K $41.8M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
21.7K
+ 2377.0%
$1.49M - $1.62M
22.6K $1.75M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
19.9K
+ 9.62%
$1.37M - $1.49M
226K $17.6M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
19.8K
+ 4.48%
$1.37M - $1.48M
463K $35.9M
Nov 02, 2023 Q3 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
18.5K
+ 12.77%
$1.27M - $1.38M
163K $12.7M
Oct 17, 2023 Q3 2023
Howland Capital Management LLC

BUY
 -
18.2K
+ 6.46%
$1.25M - $1.36M
300K $23.2M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
17.2K
New
$1.19M - $1.29M
17.2K $1.34M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
16.4K
+ 1340.1%
$1.13M - $1.23M
17.7K $1.37M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
16.3K
New
$1.13M - $1.22M
16.3K $1.27M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
13.9K
New
$957K - $1.04M
13.9K $1.08M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
13.1K
+ 18.14%
$905K - $983K
85.6K $6.63M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
12.8K
New
$884K - $960K
12.8K $995K
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
12.7K
+ 86.45%
$874K - $950K
27.4K $2.12M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
12.6K
+ 14.28%
$867K - $942K
101K $7.81M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
12.1K
+ 2.6%
$834K - $906K
477K $37M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
11.9K
+ 7.69%
$823K - $894K
167K $13M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.9K
+ 3.32%
$818K - $888K
370K $28.7M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
11.7K
+ 11.67%
$805K - $874K
112K $8.67M

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