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 19, 2023 Q3 2023
Dohj, LLC

Seattle, WA
SELL
 -
-5.22K
- 5.53%
$360K - $391K
89.1K $6.91M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5.25K
- 0.09%
$362K - $393K
6M $465M
Nov 01, 2023 Q3 2023
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-5.26K
- 12.45%
$362K - $393K
37K $2.87M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-5.28K
- 37.61%
$364K - $395K
8.76K $679K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-5.6K
- 28.15%
$386K - $419K
14.3K $1.11M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-5.61K
- 25.15%
$386K - $420K
16.7K $1.29M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-5.86K
- 7.62%
$403K - $438K
71K $5.5M
Oct 25, 2023 Q3 2023
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-6.01K
- 15.95%
$414K - $449K
31.6K $2.45M
Nov 08, 2023 Q3 2023
Keybank National Association

SELL
 -
-6.11K
- 2.64%
$421K - $457K
226K $17.5M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

SELL
 -
-6.26K
- 31.69%
$431K - $469K
13.5K $1.05M
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
SELL
 -
-6.59K
- 1.88%
$454K - $493K
345K $26.7M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

SELL
 -
-6.82K
- 55.72%
$470K - $510K
5.42K $420K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-6.82K
- 39.55%
$470K - $511K
10.4K $809K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-6.84K
- 15.4%
$471K - $512K
37.6K $2.91M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
SELL
 -
-7.01K
- 8.19%
$483K - $524K
78.6K $6.09M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-7.13K
- 3.74%
$491K - $533K
183K $14.2M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

SELL
 -
-7.14K
- 21.52%
$491K - $534K
26K $2.02M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-7.99K
- 29.24%
$550K - $598K
19.3K $1.5M
Nov 14, 2023 Q3 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-8.05K
- 47.19%
$554K - $602K
9.01K $698K
Mar 11, 2024 Q3 2023
Nepc LLC

Boston, MA
SELL
 -
-8.1K
Closed
$558K - $606K
0 $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-8.41K
- 12.44%
$579K - $629K
59.2K $4.59M
Oct 10, 2023 Q3 2023
Impac Tfolio, LLC

SELL
 -
-9.06K
- 2.6%
$624K - $678K
339K $26.3M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-9.65K
- 0.6%
$665K - $722K
1.6M $124M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-9.7K
- 2.98%
$668K - $726K
316K $24.5M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-10.1K
- 70.01%
$694K - $754K
4.32K $335K
Nov 08, 2023 Q3 2023
Virtus Investment Advisers, Inc.

Hartford, CT
SELL
 -
-10.4K
- 11.3%
$716K - $777K
81.6K $6.32M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-11.1K
- 1.41%
$765K - $832K
778K $60.3M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-11.4K
- 31.79%
$784K - $852K
24.4K $1.89M
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

SELL
 -
-11.7K
- 20.53%
$808K - $878K
45.4K $3.52M
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
SELL
 -
-13.6K
- 10.47%
$936K - $1.02M
116K $9.01M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-13.8K
- 7.5%
$950K - $1.03M
170K $13.2M
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

SELL
 -
-15.4K
- 41.72%
$1.06M - $1.15M
21.5K $1.67M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-18.6K
- 29.78%
$1.28M - $1.39M
43.9K $3.4M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-20K
- 25.26%
$1.38M - $1.49M
59.1K $4.58M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

SELL
 -
-22.2K
- 11.42%
$1.53M - $1.66M
172K $13.3M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-22.9K
- 61.3%
$1.58M - $1.72M
14.5K $1.12M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-32.3K
- 0.52%
$2.23M - $2.42M
6.24M $484M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-37.9K
- 12.46%
$2.61M - $2.84M
266K $20.7M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-49.8K
- 18.99%
$3.43M - $3.72M
212K $16.5M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

SELL
 -
-50.9K
- 30.51%
$3.51M - $3.81M
116K $8.99M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

SELL
 -
-65.4K
- 17.64%
$4.5M - $4.89M
305K $23.7M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-85.1K
- 4.02%
$5.86M - $6.37M
2.03M $158M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-116K
- 98.05%
$7.96M - $8.65M
2.3K $178K
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-139K
Closed
$9.55M - $10.4M
0 $0
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
SELL
 -
-263K
- 12.91%
$18.1M - $19.6M
1.77M $137M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

SELL
 -
-285K
- 85.02%
$19.6M - $21.3M
50.2K $3.89M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-896K
- 28.14%
$61.7M - $67.1M
2.29M $177M

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