Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGD)
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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
199+ 7.17% |
$13.7K - $14.9K
|
2.98K
$231K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
194+ 1.24% |
$13.4K - $14.5K
|
15.9K
$1.23M
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
192+ 0.97% |
$13.2K - $14.4K
|
20K
$1.55M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
182+ 0.07% |
$12.5K - $13.6K
|
250K
$19.4M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
180+ 2.41% |
$12.4K - $13.5K
|
7.65K
$593K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
179+ 2.85% |
$12.3K - $13.4K
|
6.46K
$501K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
175+ 0.55% |
$12.1K - $13.1K
|
32.2K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
170+ 2.5% |
$11.7K - $12.7K
|
6.98K
$541K
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
169+ 1.0% |
$11.6K - $12.6K
|
17.1K
$1.33M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
157+ 3.3% |
$10.8K - $11.7K
|
4.92K
$381K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
156+ 2.79% |
$10.7K - $11.7K
|
5.76K
$446K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$10.7K - $11.6K
|
155
$12K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
150+ 1.18% |
$10.3K - $11.2K
|
12.9K
$999K
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
148+ 0.21% |
$10.2K - $11.1K
|
71.9K
$5.58M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
105+ 5.02% |
$7.23K - $7.86K
|
2.2K
$170K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 5.69% |
$6.54K - $7.11K
|
1.77K
$137K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
95+ 3.27% |
$6.54K - $7.11K
|
3K
$233K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
89+ 1.4% |
$6.13K - $6.66K
|
6.43K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
88+ 1.42% |
$6.06K - $6.58K
|
6.27K
$486K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
86+ 15.3% |
$5.92K - $6.43K
|
648
$50.2K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
85+ 1.39% |
$5.85K - $6.36K
|
6.19K
$480K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 0.78% |
$5.51K - $5.99K
|
10.3K
$800K
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
79+ 0.42% |
$5.44K - $5.91K
|
19K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
77+ 36.15% |
$5.3K - $5.76K
|
290
$22.5K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 5.73% |
$5.17K - $5.61K
|
1.39K
$107K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
69+ 0.98% |
$4.75K - $5.16K
|
7.1K
$551K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
68New |
$4.68K - $5.09K
|
68
$5.27K
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
65+ 1.74% |
$4.48K - $4.86K
|
3.79K
$294K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
63+ 2.08% |
$4.34K - $4.71K
|
3.09K
$239K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54+ 108.0% |
$3.72K - $4.04K
|
104
$8.06K
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
52+ 1.46% |
$3.58K - $3.89K
|
3.61K
$280K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
50+ 5.6% |
$3.44K - $3.74K
|
943
$73.1K
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
48+ 1.11% |
$3.31K - $3.59K
|
4.38K
$339K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.98% |
$3.24K - $3.52K
|
4.85K
$376K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45New |
$3.1K - $3.37K
|
45
$3.49K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
44+ 0.64% |
$3.03K - $3.29K
|
6.92K
$537K
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
42+ 0.53% |
$2.89K - $3.14K
|
7.98K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
41New |
$2.82K - $3.07K
|
41
$3.18K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40New |
$2.75K - $2.99K
|
40
$3.1K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 1.1% |
$2.55K - $2.77K
|
3.41K
$265K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 0.27% |
$2.27K - $2.47K
|
12K
$933K
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
27+ 0.09% |
$1.86K - $2.02K
|
30.9K
$2.39M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
21+ 0.61% |
$1.45K - $1.57K
|
3.49K
$270K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$1.1K - $1.2K
|
16
$1.24K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
15New |
$1.03K - $1.12K
|
15
$1.16K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15+ 0.24% |
$1.03K - $1.12K
|
6.33K
$491K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 3.23% |
$1.03K - $1.12K
|
480
$37.2K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.39% |
$826 - $898
|
3.1K
$240K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11+ 0.57% |
$758 - $823
|
1.94K
$150K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.57% |
$758 - $823
|
1.94K
$150K
|