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 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-730- 93.11% |
$65.7K - $76.8K
|
54
$7.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-730- 1.2% |
$65.7K - $76.8K
|
60.2K
$7.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-730- 2.42% |
$65.7K - $76.8K
|
29.4K
$3.82M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-745- 0.92% |
$67K - $78.4K
|
80.3K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-762- 4.24% |
$68.6K - $80.2K
|
17.2K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-791- 7.46% |
$71.2K - $83.3K
|
9.82K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-802- 38.61% |
$72.2K - $84.4K
|
1.28K
$166K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-821- 13.43% |
$73.9K - $86.4K
|
5.29K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-854- 4.7% |
$76.9K - $89.9K
|
17.3K
$2.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-864- 7.58% |
$77.8K - $90.9K
|
10.5K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-868- 10.27% |
$78.1K - $91.4K
|
7.58K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-880- 25.44% |
$79.2K - $92.6K
|
2.58K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-891- 2.12% |
$80.2K - $93.8K
|
41.1K
$5.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-908- 15.79% |
$81.7K - $95.6K
|
4.84K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-950- 0.53% |
$85.5K - $100K
|
178K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 9.13% |
$90.6K - $106K
|
10K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.02K- 3.2% |
$91.8K - $107K
|
30.8K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 5.03% |
$92.3K - $108K
|
19.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.06K- 3.52% |
$95.2K - $111K
|
29K
$3.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 1.06% |
$99.7K - $117K
|
103K
$13.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 20.0% |
$102K - $119K
|
4.53K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 10.43% |
$106K - $124K
|
10.1K
$1.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1.19K- 17.35% |
$107K - $125K
|
5.65K
$734K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.19K- 6.76% |
$107K - $125K
|
16.4K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 5.17% |
$107K - $125K
|
21.8K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.19K- 1.5% |
$107K - $125K
|
78.3K
$10.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.2K- 37.58% |
$108K - $127K
|
2K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 11.14% |
$110K - $129K
|
9.78K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.25K- 40.32% |
$112K - $132K
|
1.85K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.29K- 6.37% |
$116K - $135K
|
18.9K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.29K- 3.86% |
$116K - $136K
|
32.2K
$4.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.3K- 4.76% |
$117K - $137K
|
26K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.3K- 7.16% |
$117K - $137K
|
16.9K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.36K- 15.06% |
$123K - $143K
|
7.69K
$999K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.38K- 5.78% |
$124K - $145K
|
22.5K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.38K- 2.45% |
$125K - $146K
|
55.1K
$7.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.44K- 30.22% |
$129K - $151K
|
3.32K
$431K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.58K- 4.01% |
$142K - $167K
|
37.8K
$4.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.61K- 2.59% |
$144K - $169K
|
60.3K
$7.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.71K- 1.97% |
$154K - $180K
|
85K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.74K- 5.0% |
$157K - $183K
|
33.1K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.74K- 3.28% |
$157K - $183K
|
51.4K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.8K- 34.66% |
$162K - $189K
|
3.39K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.86K- 23.82% |
$167K - $196K
|
5.95K
$773K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.87K- 10.15% |
$168K - $197K
|
16.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.88K- 7.59% |
$170K - $198K
|
22.9K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.04K- 3.33% |
$183K - $214K
|
59.1K
$7.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.21K- 0.95% |
$198K - $232K
|
230K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.22K- 15.45% |
$200K - $234K
|
12.2K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.23K- 30.21% |
$201K - $235K
|
5.16K
$670K
|