Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74.1K- 59.11% |
$6.23M - $6.86M
|
51.2K
$6.78M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-74.3K- 56.49% |
$6.24M - $6.88M
|
57.2K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78.2K- 47.0% |
$6.57M - $7.25M
|
88.2K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-79.1K- 47.59% |
$6.65M - $7.33M
|
87.2K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-83.6K- 51.03% |
$7.02M - $7.74M
|
80.2K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-83.6K- 10.54% |
$7.03M - $7.75M
|
710K
$93.9M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-87.4K- 35.6% |
$7.35M - $8.1M
|
158K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-89.7K- 68.35% |
$7.54M - $8.31M
|
41.5K
$5.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93.9K- 15.45% |
$7.89M - $8.7M
|
514K
$67.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-94.7K- 54.51% |
$7.96M - $8.77M
|
79K
$10.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97K- 85.46% |
$8.16M - $8.99M
|
16.5K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-97.9K- 27.95% |
$8.23M - $9.07M
|
252K
$33.4M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-101K- 68.62% |
$8.46M - $9.32M
|
46K
$6.08M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-103K- 54.01% |
$8.62M - $9.51M
|
87.4K
$11.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-104K- 77.7% |
$8.77M - $9.66M
|
29.9K
$3.96M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-105K- 21.38% |
$8.83M - $9.73M
|
386K
$51.1M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-105K- 52.13% |
$8.85M - $9.75M
|
96.7K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-107K- 65.76% |
$9M - $9.92M
|
55.7K
$7.37M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-115K- 84.01% |
$9.64M - $10.6M
|
21.8K
$2.89M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-115K- 43.48% |
$9.68M - $10.7M
|
150K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-118K- 49.72% |
$9.88M - $10.9M
|
119K
$15.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-121K- 58.33% |
$10.2M - $11.2M
|
86.3K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131K- 54.23% |
$11M - $12.1M
|
111K
$14.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-131K- 55.89% |
$11M - $12.1M
|
103K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-138K- 21.16% |
$11.6M - $12.8M
|
515K
$68.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143K- 72.49% |
$12M - $13.2M
|
54.3K
$7.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-145K- 48.22% |
$12.2M - $13.5M
|
156K
$20.6M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-148K- 67.37% |
$12.5M - $13.7M
|
71.8K
$9.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-149K- 72.4% |
$12.5M - $13.8M
|
56.7K
$7.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-151K- 61.0% |
$12.7M - $14M
|
96.4K
$12.7M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-158K- 57.54% |
$13.3M - $14.6M
|
117K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-162K- 44.11% |
$13.6M - $15M
|
205K
$27.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-166K- 48.06% |
$14M - $15.4M
|
179K
$23.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-167K- 38.89% |
$14.1M - $15.5M
|
263K
$34.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-170K- 66.44% |
$14.3M - $15.8M
|
86.1K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172K- 42.64% |
$14.5M - $16M
|
232K
$30.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-189K- 83.06% |
$15.9M - $17.6M
|
38.6K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-190K- 69.73% |
$15.9M - $17.6M
|
82.3K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-203K- 97.34% |
$17M - $18.8M
|
5.55K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-209K- 44.87% |
$17.6M - $19.4M
|
257K
$34M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-215K- 97.15% |
$18.1M - $19.9M
|
6.31K
$834K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-219K- 80.44% |
$18.4M - $20.3M
|
53.3K
$7.05M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-229K- 65.65% |
$19.2M - $21.2M
|
120K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-232K- 57.32% |
$19.5M - $21.5M
|
173K
$22.9M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-234K- 68.16% |
$19.6M - $21.6M
|
109K
$14.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-234K- 62.04% |
$19.7M - $21.7M
|
143K
$18.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-247K- 40.3% |
$20.8M - $22.9M
|
367K
$48.5M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-250K- 59.23% |
$21M - $23.2M
|
172K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-254K- 8.42% |
$21.3M - $23.5M
|
2.76M
$365M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-257K- 49.96% |
$21.6M - $23.8M
|
257K
$34M
|