Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35M+ 28.29% |
$212M - $248M
|
10.7M
$1.39B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.21MNew |
$199M - $233M
|
2.21M
$287M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
446K+ 548.39% |
$40.1M - $46.9M
|
527K
$68.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
382K+ 3.1% |
$34.4M - $40.2M
|
12.7M
$1.65B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
371K+ 13.18% |
$33.4M - $39M
|
3.18M
$414M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
242K+ 428.3% |
$21.8M - $25.4M
|
298K
$38.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
223KNew |
$20.1M - $23.5M
|
223K
$29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
108K+ 6.05% |
$9.68M - $11.3M
|
1.89M
$245M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
105K+ 2.85% |
$9.48M - $11.1M
|
3.8M
$494M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
104KNew |
$9.39M - $11M
|
104K
$13.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.6K+ 8.77% |
$8.42M - $9.85M
|
1.16M
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
91.7KNew |
$8.26M - $9.66M
|
91.7K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
78.6KNew |
$7.08M - $8.27M
|
78.6K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
78.3K+ 5.36% |
$7.05M - $8.25M
|
1.54M
$200M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
74.1KNew |
$6.67M - $7.8M
|
74.1K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
71K+ 115.07% |
$6.39M - $7.47M
|
133K
$17.2M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
64.1KNew |
$5.77M - $6.75M
|
64.1K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
61.4K+ 13.14% |
$5.52M - $6.46M
|
529K
$68.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.2K+ 19.99% |
$5.5M - $6.44M
|
367K
$47.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
58.9K+ 95.88% |
$5.3M - $6.2M
|
120K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.1K+ 76.66% |
$5.05M - $5.91M
|
129K
$16.8M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
54.2KNew |
$4.88M - $5.7M
|
54.2K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
51.6K+ 12.89% |
$4.64M - $5.43M
|
452K
$58.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46KNew |
$4.14M - $4.84M
|
46K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
45.2K+ 2.11% |
$4.07M - $4.76M
|
2.19M
$285M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45.2K+ 386.27% |
$4.06M - $4.75M
|
56.9K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.4K+ 4.05% |
$3.99M - $4.67M
|
1.14M
$148M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.3KNew |
$3.89M - $4.55M
|
43.3K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.7K+ 6.17% |
$3.84M - $4.5M
|
735K
$95.4M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
42.2K+ 10.86% |
$3.8M - $4.45M
|
431K
$56M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
39.6K+ 12.81% |
$3.56M - $4.17M
|
348K
$45.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
36.1K+ 2.53% |
$3.25M - $3.8M
|
1.46M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
35.1K+ 321.0% |
$3.16M - $3.69M
|
46K
$5.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.9K+ 173.85% |
$3.14M - $3.67M
|
55K
$7.14M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33.6KNew |
$3.03M - $3.54M
|
33.6K
$4.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
33.4KNew |
$3.01M - $3.52M
|
33.4K
$4.34M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
33.4KNew |
$3.01M - $3.52M
|
33.4K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$2.92M - $3.41M
|
32.4K
$4.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
30.7K+ 22.49% |
$2.77M - $3.24M
|
167K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
30.6K+ 80.1% |
$2.75M - $3.22M
|
68.8K
$8.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
29KNew |
$2.61M - $3.05M
|
29K
$3.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.9K+ 117.59% |
$2.6M - $3.04M
|
53.4K
$6.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
27.1KNew |
$2.44M - $2.85M
|
27.1K
$3.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25.2K+ 15.34% |
$2.27M - $2.65M
|
189K
$24.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24.5K+ 168.45% |
$2.2M - $2.58M
|
39K
$5.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
23.7KNew |
$2.13M - $2.49M
|
23.7K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.6K+ 19.04% |
$2.13M - $2.49M
|
148K
$19.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
23K+ 25.44% |
$2.07M - $2.42M
|
114K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 38.45% |
$2.01M - $2.35M
|
80.4K
$10.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
21.7KNew |
$1.95M - $2.28M
|
21.7K
$2.82M
|