Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.8K- 33.17% |
$700K - $782K
|
13.7K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.84K- 9.74% |
$704K - $786K
|
63.4K
$8.24M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6.9K- 12.23% |
$710K - $793K
|
49.5K
$6.43M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.02K- 16.34% |
$722K - $807K
|
35.9K
$4.67M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7.03K- 36.08% |
$723K - $808K
|
12.4K
$1.62M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.31K- 69.41% |
$752K - $840K
|
3.22K
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.34K- 4.2% |
$756K - $844K
|
167K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.43K- 29.93% |
$764K - $854K
|
17.4K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 35.53% |
$766K - $856K
|
13.5K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.51K- 92.35% |
$773K - $863K
|
622
$80.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.64K- 22.72% |
$786K - $878K
|
26K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.88K- 4.77% |
$811K - $906K
|
157K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8K- 2.48% |
$823K - $919K
|
314K
$40.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-8.3K- 28.23% |
$854K - $954K
|
21.1K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8.37K- 56.37% |
$861K - $962K
|
6.48K
$841K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.42K- 28.25% |
$867K - $968K
|
21.4K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.5K- 88.05% |
$875K - $978K
|
1.15K
$150K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-8.53K- 36.05% |
$878K - $981K
|
15.1K
$1.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-8.74K- 17.25% |
$900K - $1M
|
41.9K
$5.45M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.79K- 90.26% |
$904K - $1.01M
|
948
$123K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.93K- 48.04% |
$919K - $1.03M
|
9.66K
$1.26M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.94K- 9.29% |
$920K - $1.03M
|
87.3K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.98K- 52.17% |
$925K - $1.03M
|
8.24K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.22K- 78.29% |
$949K - $1.06M
|
2.56K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.26K- 77.28% |
$953K - $1.06M
|
2.72K
$354K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.38K- 44.45% |
$965K - $1.08M
|
11.7K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.51K- 22.23% |
$979K - $1.09M
|
33.3K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.54K- 35.79% |
$982K - $1.1M
|
17.1K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 15.59% |
$1.06M - $1.18M
|
55.7K
$7.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 51.77% |
$1.07M - $1.2M
|
9.71K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.5K- 36.95% |
$1.08M - $1.2M
|
17.9K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 20.31% |
$1.13M - $1.26M
|
43.1K
$5.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 6.51% |
$1.14M - $1.27M
|
159K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11.1K- 95.61% |
$1.14M - $1.28M
|
510
$66.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.8K- 71.8% |
$1.21M - $1.35M
|
4.62K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.4K- 44.53% |
$1.38M - $1.55M
|
16.7K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 17.2% |
$1.39M - $1.55M
|
65K
$8.45M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-14.2K- 44.04% |
$1.46M - $1.63M
|
18K
$2.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-14.9K- 79.61% |
$1.54M - $1.72M
|
3.83K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 48.22% |
$1.59M - $1.77M
|
16.6K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.5K- 23.82% |
$1.59M - $1.78M
|
49.4K
$6.42M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-15.5K- 11.52% |
$1.59M - $1.78M
|
119K
$15.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-15.8K- 16.97% |
$1.62M - $1.81M
|
77.1K
$10M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-16K- 29.49% |
$1.64M - $1.84M
|
38.2K
$4.96M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16K- 15.53% |
$1.65M - $1.84M
|
87.1K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 27.22% |
$1.69M - $1.88M
|
43.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16.7K- 26.99% |
$1.72M - $1.92M
|
45.1K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.7K- 28.4% |
$1.72M - $1.92M
|
42.1K
$5.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.9K- 45.13% |
$1.74M - $1.94M
|
20.5K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-16.9K- 26.31% |
$1.74M - $1.94M
|
47.3K
$6.14M
|