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
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
575+ 7.42% |
$59.2K - $66.1K
|
8.33K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
570+ 5.13% |
$58.7K - $65.5K
|
11.7K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
554+ 0.92% |
$57K - $63.7K
|
60.8K
$7.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
551+ 1.18% |
$56.7K - $63.3K
|
47.4K
$6.16M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
548+ 0.64% |
$56.4K - $63K
|
85.9K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
480+ 3.52% |
$49.4K - $55.2K
|
14.1K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
453New |
$46.6K - $52.1K
|
453
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
451+ 18.84% |
$46.4K - $51.8K
|
2.85K
$370K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
433+ 2.36% |
$44.6K - $49.8K
|
18.8K
$2.44M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
426+ 14.77% |
$43.8K - $49K
|
3.31K
$430K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
420+ 4.75% |
$43.2K - $48.3K
|
9.27K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
411+ 1.0% |
$42.3K - $47.2K
|
41.5K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
398+ 1.37% |
$41K - $45.8K
|
29.4K
$3.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$39.6K - $44.3K
|
385
$50K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 627.59% |
$37.5K - $41.8K
|
422
$54.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
318New |
$32.7K - $36.6K
|
318
$41.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
309+ 3.47% |
$31.8K - $35.5K
|
9.22K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
301New |
$31K - $34.6K
|
301
$39.1K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
291+ 28.93% |
$29.9K - $33.5K
|
1.3K
$168K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 14.27% |
$28.2K - $31.5K
|
2.19K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
265+ 13.25% |
$27.3K - $30.5K
|
2.27K
$294K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
253+ 52.71% |
$26K - $29.1K
|
733
$95.2K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
226+ 10.16% |
$23.3K - $26K
|
2.45K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223+ 6.73% |
$22.9K - $25.6K
|
3.54K
$460K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
212+ 4.34% |
$21.8K - $24.4K
|
5.1K
$663K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
196+ 2.03% |
$20.2K - $22.5K
|
9.83K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
195New |
$20.1K - $22.4K
|
195
$25.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
193+ 8.12% |
$19.9K - $22.2K
|
2.57K
$334K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189+ 8.77% |
$19.4K - $21.7K
|
2.34K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
183+ 5.58% |
$18.8K - $21K
|
3.47K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
180+ 4.67% |
$18.5K - $20.7K
|
4.04K
$524K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
179+ 5.3% |
$18.4K - $20.6K
|
3.56K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
179+ 2.09% |
$18.4K - $20.6K
|
8.75K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
175+ 4.01% |
$18K - $20.1K
|
4.54K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
161+ 2.35% |
$16.6K - $18.5K
|
7.02K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
159+ 5.73% |
$16.4K - $18.3K
|
2.93K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
156+ 2.3% |
$16.1K - $17.9K
|
6.94K
$902K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
151+ 0.6% |
$15.5K - $17.4K
|
25.3K
$3.29M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
143+ 6.52% |
$14.7K - $16.4K
|
2.34K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
140+ 0.54% |
$14.4K - $16.1K
|
26.2K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
139+ 2.49% |
$14.3K - $16K
|
5.72K
$743K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
139+ 4.3% |
$14.3K - $16K
|
3.37K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
139+ 0.61% |
$14.3K - $16K
|
23.1K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
137+ 5.56% |
$14.1K - $15.7K
|
2.6K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
132+ 2.04% |
$13.6K - $15.2K
|
6.62K
$859K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 12.12% |
$13.4K - $14.9K
|
1.2K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
124+ 5.58% |
$12.8K - $14.3K
|
2.35K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$11.8K - $13.2K
|
115
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
108+ 16.17% |
$11.1K - $12.4K
|
776
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107+ 14.4% |
$11K - $12.3K
|
850
$110K
|