Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.56MNew |
$427M - $460M
|
4.56M
$593M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.78MNew |
$166M - $179M
|
1.78M
$231M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.07MNew |
$99.7M - $108M
|
1.07M
$139M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
937K+ 1045.07% |
$87.6M - $94.5M
|
1.03M
$133M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
913KNew |
$85.4M - $92.1M
|
913K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202K+ 370.95% |
$18.9M - $20.4M
|
256K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
152K+ 3.45% |
$14.2M - $15.4M
|
4.56M
$592M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
101K+ 72.87% |
$9.41M - $10.2M
|
239K
$31M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
82.2K+ 984.91% |
$7.68M - $8.29M
|
90.5K
$11.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
75.6K+ 2928.9% |
$7.07M - $7.62M
|
78.2K
$10.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
63.5KNew |
$5.93M - $6.4M
|
63.5K
$8.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.7K+ 11.25% |
$5.21M - $5.62M
|
551K
$71.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
53.1K+ 3.77% |
$4.96M - $5.35M
|
1.46M
$190M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
52.1K+ 2.49% |
$4.87M - $5.26M
|
2.15M
$279M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
51.9KNew |
$4.85M - $5.23M
|
51.9K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.2K+ 435.91% |
$4.41M - $4.76M
|
58.1K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.4K+ 6.36% |
$3.87M - $4.17M
|
692K
$89.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
31.7K+ 196.96% |
$2.96M - $3.2M
|
47.8K
$6.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31K+ 56.06% |
$2.9M - $3.12M
|
86.2K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
26.4KNew |
$2.47M - $2.66M
|
26.4K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
23.6K+ 161.64% |
$2.21M - $2.38M
|
38.2K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.7K+ 50.49% |
$1.94M - $2.09M
|
61.7K
$8.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.7K+ 2.42% |
$1.93M - $2.09M
|
874K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7K+ 26.84% |
$1.65M - $1.78M
|
83.4K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.6KNew |
$1.64M - $1.77M
|
17.6K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.6M - $1.73M
|
17.1K
$2.23M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16KNew |
$1.5M - $1.61M
|
16K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.4K+ 9.63% |
$1.35M - $1.46M
|
164K
$21.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
14.2KNew |
$1.33M - $1.44M
|
14.2K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13.3KNew |
$1.24M - $1.34M
|
13.3K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.7K+ 232.86% |
$1.19M - $1.28M
|
18.2K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
12.6K+ 12.38% |
$1.18M - $1.27M
|
115K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.01M - $1.09M
|
10.8K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6K+ 6.49% |
$992K - $1.07M
|
174K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.6K+ 2.32% |
$988K - $1.07M
|
467K
$60.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.3K+ 2.64% |
$964K - $1.04M
|
400K
$52M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
10.3K+ 62.06% |
$962K - $1.04M
|
26.9K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.8KNew |
$916K - $988K
|
9.8K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.25KNew |
$865K - $933K
|
9.25K
$1.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.08K+ 696.02% |
$849K - $916K
|
10.4K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.48KNew |
$792K - $855K
|
8.48K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
8.44K+ 18.07% |
$789K - $852K
|
55.2K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.35K+ 2.81% |
$781K - $842K
|
305K
$39.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.31KNew |
$776K - $838K
|
8.31K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.18K+ 12.58% |
$764K - $825K
|
73.2K
$9.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.13K+ 187.49% |
$667K - $719K
|
10.9K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
6.89K+ 3.13% |
$644K - $695K
|
227K
$29.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.59K+ 25.2% |
$616K - $665K
|
32.8K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.15KNew |
$574K - $620K
|
6.15K
$798K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.12K+ 12.56% |
$572K - $618K
|
54.9K
$7.13M
|