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 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
747
+ 23.92%
$51.4K - $55.9K
3.87K $300K
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

BUY
 -
744
+ 3.92%
$51.2K - $55.7K
19.7K $1.53M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
739
+ 1.93%
$50.9K - $55.3K
39.1K $3.03M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
733
+ 8.85%
$50.5K - $54.8K
9.02K $699K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
705
+ 0.53%
$48.6K - $52.7K
135K $10.4M
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

BUY
 -
690
+ 4.85%
$47.5K - $51.6K
14.9K $1.16M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
656
+ 3.97%
$45.2K - $49.1K
17.2K $1.33M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
647
New
$44.6K - $48.4K
647 $50.2K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
603
+ 17.33%
$41.5K - $45.1K
4.08K $316K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
568
+ 8.39%
$39.1K - $42.5K
7.34K $569K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
542
+ 12.15%
$37.3K - $40.6K
5K $388K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
526
+ 128.29%
$36.2K - $39.4K
936 $72.6K
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
504
+ 3.49%
$34.7K - $37.7K
15K $1.16M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
503
+ 6.47%
$34.6K - $37.6K
8.28K $642K
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

BUY
 -
500
+ 2.16%
$34.4K - $37.4K
23.7K $1.83M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
476
+ 2.89%
$32.8K - $35.6K
16.9K $1.31M
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
475
+ 13.07%
$32.7K - $35.5K
4.11K $319K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
475
+ 5.34%
$32.7K - $35.5K
9.36K $726K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
463
+ 1.97%
$31.9K - $34.6K
23.9K $1.86M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
457
+ 7.49%
$31.5K - $34.2K
6.56K $509K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
420
+ 35.09%
$28.9K - $31.4K
1.62K $125K
Oct 19, 2023 Q3 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
410
+ 1.07%
$28.2K - $30.7K
38.7K $3M
Nov 09, 2023 Q3 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
387
+ 4.07%
$26.7K - $29K
9.89K $767K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
387
+ 8.02%
$26.7K - $29K
5.21K $404K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
380
+ 41.04%
$26.2K - $28.4K
1.31K $101K
Oct 10, 2023 Q3 2023
Parkside Advisors LLC

BUY
 -
377
+ 1.28%
$26K - $28.2K
29.9K $2.32M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
374
+ 1.77%
$25.8K - $28K
21.5K $1.67M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
372
+ 10.34%
$25.6K - $27.8K
3.97K $308K
Nov 08, 2023 Q3 2023
Morling Financial Advisors, LLC

BUY
 -
367
+ 10.47%
$25.3K - $27.5K
3.87K $300K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
353
+ 8.81%
$24.3K - $26.4K
4.36K $338K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
352
+ 3.07%
$24.2K - $26.3K
11.8K $917K
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

BUY
 -
338
+ 7.45%
$23.3K - $25.3K
4.87K $378K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
332
+ 3.13%
$22.9K - $24.8K
10.9K $847K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
331
+ 9.37%
$22.8K - $24.8K
3.86K $299K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
330
+ 3.06%
$22.7K - $24.7K
11.1K $861K
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
328
+ 3.94%
$22.6K - $24.5K
8.66K $671K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
321
New
$22.1K - $24K
321 $24.9K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
320
+ 0.72%
$22K - $23.9K
45K $3.49M
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
311
+ 60.15%
$21.4K - $23.3K
828 $64.2K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
309
+ 7.51%
$21.3K - $23.1K
4.43K $343K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
305
+ 3.49%
$21K - $22.8K
9.05K $702K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
303
+ 2.19%
$20.9K - $22.7K
14.1K $1.1M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
301
+ 5.74%
$20.7K - $22.5K
5.55K $430K
Oct 30, 2023 Q3 2023
Redw Wealth LLC

BUY
 -
296
+ 1.94%
$20.4K - $22.1K
15.6K $1.21M
Oct 16, 2023 Q3 2023
ETF Portfolio Partners, Inc.

BUY
 -
272
+ 8.21%
$18.7K - $20.4K
3.58K $278K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
272
+ 6.98%
$18.7K - $20.4K
4.17K $323K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
270
+ 45.0%
$18.6K - $20.2K
870 $67.5K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
234
+ 4.02%
$16.1K - $17.5K
6.05K $469K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
230
+ 13.4%
$15.8K - $17.2K
1.95K $151K

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