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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
65+ 0.72% |
$4.28K - $4.92K
|
9.12K
$727K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
63+ 1.2% |
$4.15K - $4.77K
|
5.33K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
61+ 0.23% |
$4.02K - $4.62K
|
26.2K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
61+ 1.21% |
$4.02K - $4.62K
|
5.11K
$407K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
60+ 1.18% |
$3.95K - $4.54K
|
5.15K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
55+ 0.6% |
$3.62K - $4.16K
|
9.17K
$731K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
54+ 0.49% |
$3.56K - $4.09K
|
11K
$876K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 5.56% |
$3.43K - $3.94K
|
988
$78.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
52+ 0.39% |
$3.43K - $3.94K
|
13.3K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
51+ 5.41% |
$3.36K - $3.86K
|
994
$79.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 3.61% |
$3.3K - $3.79K
|
1.44K
$114K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
50+ 1.29% |
$3.3K - $3.79K
|
3.92K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
48+ 0.3% |
$3.16K - $3.63K
|
15.9K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44+ 0.7% |
$2.9K - $3.33K
|
6.32K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$2.9K - $3.33K
|
44
$3.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
42+ 1.2% |
$2.77K - $3.18K
|
3.53K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
42+ 1.26% |
$2.77K - $3.18K
|
3.37K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
36+ 2.95% |
$2.37K - $2.73K
|
1.26K
$100K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$2.24K - $2.57K
|
34
$2.71K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.9% |
$1.91K - $2.2K
|
3.27K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.67% |
$1.85K - $2.12K
|
4.2K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
28+ 1.44% |
$1.85K - $2.12K
|
1.97K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.44% |
$1.85K - $2.12K
|
1.97K
$157K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 8.54% |
$1.78K - $2.04K
|
343
$27.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
26+ 65.0% |
$1.71K - $1.97K
|
66
$5.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
25+ 0.77% |
$1.65K - $1.89K
|
3.29K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
24+ 0.5% |
$1.58K - $1.82K
|
4.82K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20+ 0.61% |
$1.32K - $1.51K
|
3.32K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 0.12% |
$1.32K - $1.51K
|
17.3K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 113.33% |
$1.12K - $1.29K
|
32
$2.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16+ 1.23% |
$1.05K - $1.21K
|
1.32K
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15+ 0.16% |
$989 - $1.14K
|
9.13K
$728K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
15+ 0.22% |
$989 - $1.14K
|
6.87K
$548K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
15+ 0.08% |
$989 - $1.14K
|
19.5K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
15+ 0.42% |
$989 - $1.14K
|
3.6K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.34% |
$989 - $1.14K
|
4.46K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.29% |
$791 - $908
|
4.09K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 1.21% |
$659 - $757
|
838
$66.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.22% |
$593 - $681
|
4.02K
$321K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.27% |
$527 - $606
|
2.99K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.14% |
$527 - $606
|
707
$56.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.19% |
$330 - $379
|
424
$33.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$330 - $379
|
2.9K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.92% |
$330 - $379
|
266
$21.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$330 - $379
|
4.04K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.28% |
$330 - $379
|
1.77K
$141K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.4% |
$330 - $379
|
1.26K
$101K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.83% |
$264 - $303
|
484
$38.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.46% |
$264 - $303
|
278
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 2.11% |
$264 - $303
|
194
$15.5K
|