Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 1.64% |
$756 - $849
|
599
$46.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$756 - $849
|
6.63K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.08% |
$756 - $849
|
12.4K
$962K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11- 0.35% |
$832 - $934
|
3.13K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-11- 0.27% |
$832 - $934
|
4.12K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.1% |
$908 - $1.02K
|
12.2K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12- 0.04% |
$908 - $1.02K
|
30K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12- 0.08% |
$908 - $1.02K
|
15.8K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12- 0.23% |
$908 - $1.02K
|
5.1K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-16- 0.43% |
$1.21K - $1.36K
|
3.73K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-17- 0.06% |
$1.29K - $1.44K
|
30.8K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 12.9% |
$1.51K - $1.7K
|
135
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-22- 0.09% |
$1.66K - $1.87K
|
25K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.61% |
$2.12K - $2.38K
|
4.55K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 0.29% |
$2.5K - $2.8K
|
11.3K
$879K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-35- 0.38% |
$2.65K - $2.97K
|
9.07K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-36- 1.41% |
$2.72K - $3.06K
|
2.52K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$3.63K - $4.07K
|
7.1K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 7.07% |
$3.78K - $4.24K
|
657
$50.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-60- 1.15% |
$4.54K - $5.09K
|
5.17K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-64- 0.96% |
$4.84K - $5.43K
|
6.59K
$511K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-65- 0.99% |
$4.92K - $5.52K
|
6.47K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-69- 2.2% |
$5.22K - $5.86K
|
3.07K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-73- 1.69% |
$5.52K - $6.2K
|
4.25K
$330K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-73- 1.03% |
$5.52K - $6.2K
|
6.99K
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-80- 3.0% |
$6.05K - $6.79K
|
2.58K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-80- 2.66% |
$6.05K - $6.79K
|
2.93K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.78% |
$6.35K - $7.13K
|
10.6K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.23% |
$7.26K - $8.15K
|
7.71K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 2.25% |
$7.26K - $8.15K
|
4.17K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 1.6% |
$7.56K - $8.49K
|
6.15K
$477K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.36% |
$7.87K - $8.83K
|
29K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 0.41% |
$8.02K - $9K
|
26K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111- 0.64% |
$8.39K - $9.42K
|
17.3K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 7.75% |
$8.55K - $9.59K
|
1.35K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-120- 1.82% |
$9.08K - $10.2K
|
6.48K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 1.6% |
$9.08K - $10.2K
|
7.38K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 1.8% |
$9.15K - $10.3K
|
6.59K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 4.38% |
$9.23K - $10.4K
|
2.67K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-131- 13.69% |
$9.91K - $11.1K
|
826
$64K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-135- 3.85% |
$10.2K - $11.5K
|
3.37K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-137- 0.39% |
$10.4K - $11.6K
|
35.2K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-142- 1.45% |
$10.7K - $12.1K
|
9.68K
$751K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 5.18% |
$11.3K - $12.7K
|
2.75K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-157- 3.1% |
$11.9K - $13.3K
|
4.91K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-159- 4.15% |
$12K - $13.5K
|
3.68K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-170- 6.45% |
$12.9K - $14.4K
|
2.47K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-173- 28.36% |
$13.1K - $14.7K
|
437
$33.9K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-191- 4.72% |
$14.4K - $16.2K
|
3.86K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 0.85% |
$15.1K - $17K
|
23.4K
$1.82M
|