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 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
349+ 4.75% |
$32.6K - $35.2K
|
7.69K
$999K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
347+ 4.65% |
$32.4K - $35K
|
7.81K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
335+ 2.08% |
$31.3K - $33.8K
|
16.4K
$2.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
327+ 1.41% |
$30.6K - $33K
|
23.6K
$3.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
321+ 24.65% |
$30K - $32.4K
|
1.62K
$211K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
314+ 19.17% |
$29.4K - $31.7K
|
1.95K
$254K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
300+ 2.2% |
$28K - $30.3K
|
13.9K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
288+ 2.35% |
$26.9K - $29K
|
12.5K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
271+ 6.73% |
$25.3K - $27.3K
|
4.3K
$558K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
226+ 2.36% |
$21.1K - $22.8K
|
9.79K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
225+ 7.13% |
$21K - $22.7K
|
3.38K
$439K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
219New |
$20.5K - $22.1K
|
219
$28.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
210+ 1.33% |
$19.6K - $21.2K
|
16K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 3.91% |
$19.2K - $20.7K
|
5.45K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
185+ 0.53% |
$17.3K - $18.7K
|
34.8K
$4.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
179+ 1.72% |
$16.7K - $18.1K
|
10.6K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
167+ 2.41% |
$15.6K - $16.8K
|
7.1K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161New |
$15.1K - $16.2K
|
161
$20.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
154New |
$14.4K - $15.5K
|
154
$20K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141+ 2.01% |
$13.2K - $14.2K
|
7.14K
$928K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
140+ 3.04% |
$13.1K - $14.1K
|
4.75K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
135+ 0.14% |
$12.6K - $13.6K
|
100K
$13M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
129New |
$12.1K - $13K
|
129
$16.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
125New |
$11.7K - $12.6K
|
125
$16.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
101+ 1.71% |
$9.44K - $10.2K
|
6K
$780K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
90+ 1.4% |
$8.41K - $9.08K
|
6.5K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
83+ 0.71% |
$7.76K - $8.37K
|
11.7K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
77+ 0.88% |
$7.2K - $7.77K
|
8.8K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
73+ 2.53% |
$6.82K - $7.36K
|
2.95K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
71+ 0.11% |
$6.64K - $7.16K
|
63.7K
$8.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70New |
$6.54K - $7.06K
|
70
$9.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
68+ 0.23% |
$6.36K - $6.86K
|
30.1K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 0.52% |
$6.36K - $6.86K
|
13.2K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
68New |
$6.36K - $6.86K
|
68
$8.83K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
63+ 1.47% |
$5.89K - $6.35K
|
4.36K
$566K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
61+ 14.12% |
$5.7K - $6.15K
|
493
$64K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
59+ 0.92% |
$5.52K - $5.95K
|
6.48K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
56+ 4.94% |
$5.23K - $5.65K
|
1.19K
$155K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
55+ 0.76% |
$5.14K - $5.55K
|
7.31K
$949K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
52+ 0.11% |
$4.86K - $5.24K
|
47.8K
$6.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$4.3K - $4.64K
|
46
$5.97K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
45+ 0.27% |
$4.21K - $4.54K
|
16.5K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.37% |
$4.02K - $4.34K
|
11.8K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 4.26% |
$4.02K - $4.34K
|
1.05K
$137K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$3.83K - $4.14K
|
41
$5.33K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
40+ 21.62% |
$3.74K - $4.03K
|
225
$29.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$3.55K - $3.83K
|
38
$4.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 3800.0% |
$3.55K - $3.83K
|
39
$5.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
35+ 0.92% |
$3.27K - $3.53K
|
3.85K
$500K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
32New |
$2.99K - $3.23K
|
32
$4.16K
|