Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.55K- 10.04% |
$970K - $1.08M
|
76.6K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.19K- 34.0% |
$1.04M - $1.16M
|
17.8K
$2.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.3K- 3.34% |
$1.05M - $1.17M
|
269K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.43K- 1.76% |
$1.07M - $1.19M
|
527K
$69.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.57K- 22.63% |
$1.09M - $1.21M
|
32.7K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.58K- 17.07% |
$1.09M - $1.21M
|
46.6K
$6.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 8.09% |
$1.24M - $1.38M
|
125K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 17.14% |
$1.3M - $1.44M
|
55.3K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 3.19% |
$1.41M - $1.56M
|
377K
$49.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-12.7K- 12.19% |
$1.44M - $1.6M
|
91.6K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12.8K- 1.67% |
$1.46M - $1.62M
|
756K
$100M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14K- 4.0% |
$1.59M - $1.77M
|
337K
$44.6M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.5K- 73.68% |
$1.64M - $1.83M
|
5.17K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15K- 46.58% |
$1.7M - $1.89M
|
17.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-15.4K- 24.39% |
$1.75M - $1.94M
|
47.7K
$6.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16.8K- 71.53% |
$1.9M - $2.12M
|
6.68K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-18.4K- 37.94% |
$2.09M - $2.33M
|
30.2K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 6.26% |
$2.39M - $2.66M
|
315K
$41.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 54.83% |
$2.44M - $2.71M
|
17.7K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-22.9K- 83.58% |
$2.59M - $2.88M
|
4.49K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9K- 76.84% |
$2.6M - $2.89M
|
6.9K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.1K- 62.75% |
$2.62M - $2.91M
|
13.7K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-26.4K- 68.38% |
$2.99M - $3.32M
|
12.2K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29K- 9.39% |
$3.29M - $3.66M
|
280K
$37.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.1K- 40.89% |
$3.3M - $3.67M
|
42K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-42.7K- 57.61% |
$4.85M - $5.39M
|
31.4K
$4.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-43.9K- 50.65% |
$4.98M - $5.54M
|
42.8K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-51.5K- 81.97% |
$5.84M - $6.5M
|
11.3K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-53K- 37.91% |
$6.01M - $6.69M
|
86.8K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-62K- 13.77% |
$7.03M - $7.82M
|
388K
$51.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90.1K- 19.73% |
$10.2M - $11.4M
|
366K
$48.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132K- 14.63% |
$14.9M - $16.6M
|
769K
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-164K- 86.09% |
$18.6M - $20.7M
|
26.5K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-570K- 50.78% |
$64.6M - $71.9M
|
552K
$73M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05M- 32.46% |
$119M - $132M
|
2.18M
$288M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.24M- 8.36% |
$140M - $156M
|
13.6M
$1.79B
|