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 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
180+ 5.93% |
$20.4K - $22.7K
|
3.21K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
178+ 9.28% |
$20.2K - $22.5K
|
2.1K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
176+ 14.06% |
$20K - $22.2K
|
1.43K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
153+ 6.13% |
$17.4K - $19.3K
|
2.65K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
151+ 22.91% |
$17.1K - $19.1K
|
810
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
140+ 9.43% |
$15.9K - $17.7K
|
1.63K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
140+ 2.92% |
$15.9K - $17.7K
|
4.93K
$656K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$15.8K - $17.5K
|
139
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
137+ 2.11% |
$15.5K - $17.3K
|
6.62K
$879K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
136+ 2.04% |
$15.4K - $17.2K
|
6.8K
$903K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
134+ 6.13% |
$15.2K - $16.9K
|
2.32K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
120+ 1.01% |
$13.6K - $15.1K
|
12K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
118New |
$13.4K - $14.9K
|
118
$15.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
102+ 1.61% |
$11.6K - $12.9K
|
6.42K
$854K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
101+ 0.19% |
$11.5K - $12.7K
|
53.3K
$7.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99New |
$11.2K - $12.5K
|
99
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
98+ 5.85% |
$11.1K - $12.4K
|
1.77K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
87+ 0.84% |
$9.87K - $11K
|
10.4K
$1.38M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
84New |
$9.53K - $10.6K
|
84
$11.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
78+ 3.3% |
$8.85K - $9.84K
|
2.44K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
76+ 12.95% |
$8.62K - $9.59K
|
663
$88.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 0.95% |
$8.4K - $9.34K
|
7.83K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72+ 0.0% |
$8.17K - $9.08K
|
2.26M
$301M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
69+ 0.76% |
$7.83K - $8.71K
|
9.14K
$1.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
69+ 1.13% |
$7.83K - $8.71K
|
6.16K
$818K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
68+ 3.53% |
$7.71K - $8.58K
|
1.99K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
62+ 3.58% |
$7.03K - $7.82K
|
1.8K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
61+ 0.36% |
$6.92K - $7.7K
|
16.8K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
61+ 1.21% |
$6.92K - $7.7K
|
5.1K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
58+ 8.17% |
$6.58K - $7.32K
|
768
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
55+ 2.54% |
$6.24K - $6.94K
|
2.22K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53+ 0.52% |
$6.01K - $6.69K
|
10.2K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50+ 3.15% |
$5.67K - $6.31K
|
1.64K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46+ 0.12% |
$5.22K - $5.8K
|
38.6K
$5.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 10.11% |
$4.31K - $4.79K
|
414
$55K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.24% |
$4.2K - $4.67K
|
15.4K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 7.61% |
$3.97K - $4.42K
|
495
$65.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
35+ 1.17% |
$3.97K - $4.42K
|
3.03K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 1.75% |
$3.74K - $4.16K
|
1.92K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
33+ 1.29% |
$3.74K - $4.16K
|
2.6K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
33New |
$3.74K - $4.16K
|
33
$4.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.08% |
$3.18K - $3.53K
|
35.3K
$4.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 4.17% |
$3.06K - $3.41K
|
674
$89.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
26+ 0.34% |
$2.95K - $3.28K
|
7.71K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
24+ 0.39% |
$2.72K - $3.03K
|
6.13K
$814K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.66% |
$2.5K - $2.78K
|
3.35K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21+ 0.66% |
$2.38K - $2.65K
|
3.22K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
21+ 0.22% |
$2.38K - $2.65K
|
9.37K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 1.39% |
$2.04K - $2.27K
|
1.32K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.19% |
$1.82K - $2.02K
|
8.31K
$1.1M
|