Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.1K- 82.79% |
$1.52M - $1.68M
|
4.17K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-20.9K- 75.35% |
$1.58M - $1.75M
|
6.85K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.4K- 49.51% |
$1.7M - $1.87M
|
22.9K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 19.27% |
$1.72M - $1.9M
|
95.3K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.9K- 13.37% |
$1.73M - $1.91M
|
148K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 1.62% |
$1.8M - $1.99M
|
1.44M
$130M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-38K- 54.46% |
$2.87M - $3.17M
|
31.7K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.9K- 11.69% |
$3.47M - $3.83M
|
347K
$31.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-50K- 13.32% |
$3.78M - $4.17M
|
326K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-204K- 16.61% |
$15.4M - $17M
|
1.02M
$92.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-421K- 23.39% |
$31.9M - $35.2M
|
1.38M
$124M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.02M- 98.42% |
$76.9M - $84.9M
|
16.3K
$1.46M
|