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 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 3.98% |
$109K - $122K
|
25.6K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.07K- 14.16% |
$111K - $123K
|
6.51K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.08K- 29.49% |
$111K - $125K
|
2.59K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 91.67% |
$113K - $126K
|
100
$13K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.11K- 5.7% |
$114K - $127K
|
18.3K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.11K- 6.21% |
$114K - $128K
|
16.8K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.15K- 27.01% |
$118K - $132K
|
3.1K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 13.26% |
$120K - $134K
|
7.6K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 11.59% |
$121K - $135K
|
8.96K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 2.72% |
$121K - $136K
|
42.2K
$5.48M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.2K- 10.05% |
$124K - $138K
|
10.8K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 7.37% |
$126K - $140K
|
15.4K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.24K- 24.55% |
$128K - $143K
|
3.81K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.25K- 76.5% |
$129K - $144K
|
385
$50K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.28K- 8.36% |
$132K - $147K
|
14K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.28K- 10.34% |
$132K - $147K
|
11.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 12.28% |
$135K - $151K
|
9.4K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.33K- 10.1% |
$136K - $152K
|
11.8K
$1.53M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.38K- 99.93% |
$142K - $158K
|
1
$130
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 25.55% |
$142K - $158K
|
4.02K
$522K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.38K- 10.75% |
$142K - $159K
|
11.5K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.39K- 6.28% |
$143K - $160K
|
20.7K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.41K- 17.17% |
$146K - $163K
|
6.82K
$886K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.45K- 3.45% |
$149K - $167K
|
40.5K
$5.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 8.38% |
$150K - $167K
|
15.9K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 8.15% |
$150K - $168K
|
16.5K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.47K- 5.25% |
$152K - $169K
|
26.6K
$3.45M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.49K- 3.94% |
$153K - $171K
|
36.3K
$4.72M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 7.9% |
$154K - $172K
|
17.4K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.5K- 1.47% |
$154K - $172K
|
100K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.5K- 19.84% |
$155K - $173K
|
6.08K
$789K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.52K- 13.23% |
$156K - $174K
|
9.93K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 0.88% |
$156K - $175K
|
172K
$22.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.54K- 13.21% |
$158K - $177K
|
10.1K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.59K- 29.73% |
$163K - $182K
|
3.75K
$487K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.62K- 9.4% |
$167K - $186K
|
15.6K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.63K- 16.98% |
$168K - $188K
|
7.98K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.66K- 37.56% |
$171K - $191K
|
2.76K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 28.62% |
$172K - $192K
|
4.16K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.72K- 32.62% |
$177K - $198K
|
3.56K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.73K- 2.21% |
$178K - $198K
|
76.5K
$9.94M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.77K- 2.75% |
$182K - $204K
|
62.8K
$8.16M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.79K- 11.36% |
$185K - $206K
|
14K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.82K- 14.83% |
$187K - $209K
|
10.4K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 3.4% |
$189K - $211K
|
52.1K
$6.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.86K- 1.11% |
$191K - $214K
|
166K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.94K- 17.62% |
$200K - $223K
|
9.07K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.96K- 4.1% |
$202K - $225K
|
45.8K
$5.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.08K- 14.71% |
$214K - $239K
|
12.1K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 23.44% |
$218K - $243K
|
6.92K
$898K
|