Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
14.3KNew |
$941K - $1.08M
|
14.3K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14K+ 61.64% |
$920K - $1.06M
|
36.6K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.7K+ 1.05% |
$904K - $1.04M
|
1.32M
$105M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.5K+ 3.66% |
$892K - $1.02M
|
384K
$30.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12.1K+ 2557.38% |
$799K - $918K
|
12.6K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5K+ 8.66% |
$760K - $873K
|
145K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.2K+ 3.46% |
$672K - $772K
|
304K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.74KNew |
$642K - $737K
|
9.74K
$777K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.68KNew |
$638K - $733K
|
9.68K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.65K+ 0.6% |
$636K - $731K
|
1.61M
$129M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.54K+ 3.12% |
$629K - $722K
|
315K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
9.14K+ 12.54% |
$602K - $692K
|
82K
$6.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.08K+ 210.28% |
$599K - $688K
|
13.4K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.83K+ 3.93% |
$582K - $668K
|
233K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$573K - $659K
|
8.7K
$694K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.45K+ 30.87% |
$557K - $640K
|
35.8K
$2.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.01KNew |
$528K - $607K
|
8.01K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.68K+ 3.4% |
$506K - $581K
|
234K
$18.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.67KNew |
$505K - $580K
|
7.67K
$611K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
7.64K+ 0.65% |
$503K - $578K
|
1.17M
$93.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.39KNew |
$487K - $560K
|
7.39K
$589K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
7.39KNew |
$487K - $560K
|
7.39K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.36K+ 2.83% |
$485K - $557K
|
267K
$21.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.18K+ 19.57% |
$473K - $544K
|
43.9K
$3.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.58K+ 17.92% |
$433K - $498K
|
43.3K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
6.53K+ 2.18% |
$430K - $494K
|
306K
$24.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
6.43KNew |
$424K - $487K
|
6.43K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.4K+ 80.25% |
$422K - $485K
|
14.4K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 9.34% |
$410K - $471K
|
72.8K
$5.8M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.13KNew |
$404K - $464K
|
6.13K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.88KNew |
$387K - $445K
|
5.88K
$469K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.85K+ 2.84% |
$386K - $443K
|
212K
$16.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.82KNew |
$384K - $441K
|
5.82K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.8K+ 16.66% |
$382K - $439K
|
40.6K
$3.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
5.76K+ 36.36% |
$380K - $436K
|
21.6K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.44K+ 42.0% |
$358K - $411K
|
18.4K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
5.39KNew |
$355K - $408K
|
5.39K
$430K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.28K+ 16.69% |
$348K - $400K
|
36.9K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.16K+ 103.16% |
$340K - $391K
|
10.2K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.13K+ 22.62% |
$338K - $388K
|
27.8K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.1K+ 2.31% |
$336K - $386K
|
226K
$18M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.07K+ 11.16% |
$334K - $383K
|
50.5K
$4.02M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.07K+ 11.16% |
$334K - $383K
|
50.5K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.84K+ 9.97% |
$319K - $366K
|
53.4K
$4.25M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.56K+ 12.06% |
$301K - $345K
|
42.4K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.56K+ 37.94% |
$301K - $345K
|
16.6K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$290K - $333K
|
4.4K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.36K+ 4.34% |
$288K - $330K
|
105K
$8.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.35K+ 117.03% |
$287K - $329K
|
8.07K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.25KNew |
$280K - $322K
|
4.25K
$339K
|