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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.16KNew |
$770K - $848K
|
9.16K
$1.12M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.13K+ 0.98% |
$767K - $846K
|
942K
$115M
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
9.06K+ 5.27% |
$761K - $839K
|
181K
$22M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.31K+ 32.98% |
$699K - $770K
|
33.5K
$4.08M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.22K+ 5.48% |
$691K - $761K
|
158K
$19.3M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.12K+ 215.64% |
$682K - $752K
|
11.9K
$1.45M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.7KNew |
$647K - $713K
|
7.7K
$937K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.67K+ 11.76% |
$645K - $711K
|
72.9K
$8.88M
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.53K+ 188200.0% |
$633K - $697K
|
7.53K
$917K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.48KNew |
$628K - $693K
|
7.48K
$911K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.32K+ 5.94% |
$615K - $678K
|
131K
$15.9M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.01KNew |
$589K - $649K
|
7.01K
$854K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
6.91K+ 62.02% |
$581K - $640K
|
18.1K
$2.2M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.67K+ 26.96% |
$561K - $618K
|
31.4K
$3.83M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.63K+ 1.8% |
$557K - $614K
|
375K
$45.7M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.57K+ 114.37% |
$552K - $608K
|
12.3K
$1.5M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.56K+ 53.32% |
$552K - $608K
|
18.9K
$2.3M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.43K+ 4.22% |
$540K - $596K
|
159K
$19.3M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.02K+ 9.89% |
$506K - $558K
|
66.9K
$8.15M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.85K+ 24.73% |
$492K - $542K
|
29.5K
$3.59M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.6KNew |
$470K - $518K
|
5.6K
$681K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.45K+ 9.58% |
$458K - $505K
|
62.4K
$7.59M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5.25K+ 1005.75% |
$441K - $486K
|
5.77K
$703K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.02K+ 10.57% |
$422K - $465K
|
52.6K
$6.4M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
4.88KNew |
$410K - $452K
|
4.88K
$594K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$403K - $445K
|
4.8K
$585K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.71KNew |
$396K - $437K
|
4.71K
$574K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.65KNew |
$391K - $431K
|
4.65K
$567K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.59K+ 114.63% |
$385K - $425K
|
8.59K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$382K - $421K
|
4.54K
$553K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.39K+ 8.68% |
$369K - $407K
|
55K
$6.69M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.29KNew |
$361K - $397K
|
4.29K
$522K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.2KNew |
$353K - $389K
|
4.2K
$512K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.18K+ 31.33% |
$351K - $387K
|
17.5K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$349K - $384K
|
4.15K
$505K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.13K+ 7.43% |
$347K - $383K
|
59.8K
$7.28M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.1KNew |
$345K - $380K
|
4.1K
$499K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.07K+ 84.38% |
$342K - $377K
|
8.9K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.04KNew |
$339K - $374K
|
4.04K
$491K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.77K+ 6.69% |
$317K - $349K
|
60.1K
$7.32M
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.67KNew |
$308K - $340K
|
3.67K
$447K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.5K+ 70.0% |
$294K - $324K
|
8.5K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.39K+ 97.53% |
$285K - $314K
|
6.87K
$837K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.19KNew |
$268K - $295K
|
3.19K
$388K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.18KNew |
$268K - $295K
|
3.18K
$388K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.17K+ 7.01% |
$266K - $293K
|
48.3K
$5.88M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$261K - $287K
|
3.1K
$378K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$261K - $287K
|
3.1K
$378K
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.05K+ 751.97% |
$257K - $283K
|
3.46K
$421K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.93K+ 42.99% |
$246K - $271K
|
9.75K
$1.19M
|