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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-314- 16.09% |
$28.3K - $33K
|
1.64K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-317- 5.5% |
$28.5K - $33.4K
|
5.44K
$707K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-322- 3.34% |
$29K - $33.9K
|
9.32K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-329- 2.62% |
$29.6K - $34.6K
|
12.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-330- 4.48% |
$29.7K - $34.7K
|
7.03K
$914K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-331- 8.65% |
$29.8K - $34.8K
|
3.49K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-333- 4.81% |
$30K - $35K
|
6.59K
$855K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-335- 5.13% |
$30.1K - $35.3K
|
6.2K
$805K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-343- 2.88% |
$30.9K - $36.1K
|
11.6K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-350- 11.86% |
$31.5K - $36.8K
|
2.6K
$338K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 74.74% |
$31.9K - $37.4K
|
120
$15.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-356- 3.1% |
$32K - $37.5K
|
11.1K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-362- 0.9% |
$32.6K - $38.1K
|
40K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-382- 8.05% |
$34.4K - $40.2K
|
4.37K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-386- 7.18% |
$34.7K - $40.6K
|
4.99K
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-386- 4.92% |
$34.7K - $40.6K
|
7.46K
$968K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-387- 11.82% |
$34.8K - $40.7K
|
2.89K
$375K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-389- 0.32% |
$35K - $40.9K
|
122K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-391- 0.71% |
$35.2K - $41.2K
|
54.8K
$7.11M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-393- 3.78% |
$35.4K - $41.4K
|
10K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-395- 11.11% |
$35.5K - $41.6K
|
3.16K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-400- 7.5% |
$36K - $42.1K
|
4.94K
$641K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-413- 5.81% |
$37.2K - $43.5K
|
6.69K
$869K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-426- 11.49% |
$38.3K - $44.8K
|
3.28K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-443- 11.46% |
$39.9K - $46.6K
|
3.42K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-448- 9.4% |
$40.3K - $47.2K
|
4.32K
$561K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-450- 7.92% |
$40.5K - $47.4K
|
5.23K
$679K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-450- 7.92% |
$40.5K - $47.4K
|
5.23K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-458- 13.14% |
$41.2K - $48.2K
|
3.03K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-463- 30.14% |
$41.7K - $48.7K
|
1.07K
$139K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-463- 30.14% |
$41.7K - $48.7K
|
1.07K
$139K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-468- 4.28% |
$42.1K - $49.3K
|
10.5K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-468- 5.66% |
$42.1K - $49.3K
|
7.81K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-475- 5.14% |
$42.7K - $50K
|
8.77K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-494- 1.03% |
$44.5K - $52K
|
47.3K
$6.14M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-499- 14.75% |
$44.9K - $52.5K
|
2.88K
$375K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 28.17% |
$45K - $52.6K
|
1.28K
$166K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-512- 8.95% |
$46.1K - $53.9K
|
5.21K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-519- 3.31% |
$46.7K - $54.6K
|
15.2K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-558- 3.02% |
$50.2K - $58.7K
|
17.9K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-559- 3.17% |
$50.3K - $58.8K
|
17.1K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-591- 5.77% |
$53.2K - $62.2K
|
9.65K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-607- 2.9% |
$54.6K - $63.9K
|
20.3K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-618- 5.75% |
$55.6K - $65K
|
10.1K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-632- 3.22% |
$56.9K - $66.5K
|
19K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-635- 13.5% |
$57.1K - $66.8K
|
4.07K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-639- 16.33% |
$57.5K - $67.3K
|
3.27K
$425K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-647- 6.77% |
$58.2K - $68.1K
|
8.91K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-680- 1.51% |
$61.2K - $71.6K
|
44.5K
$5.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-682- 4.26% |
$61.4K - $71.8K
|
15.3K
$1.99M
|