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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.63K- 25.57% |
$686K - $803K
|
22.2K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.27K- 38.82% |
$744K - $870K
|
13K
$1.69M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-8.63K- 66.76% |
$777K - $908K
|
4.3K
$558K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-8.7K- 11.91% |
$783K - $915K
|
64.3K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.01K- 4.96% |
$811K - $949K
|
173K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.3K- 11.69% |
$837K - $979K
|
70.3K
$9.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.35K- 4.0% |
$841K - $984K
|
225K
$29.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.53K- 36.13% |
$858K - $1M
|
16.8K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10K- 1.2% |
$903K - $1.06M
|
826K
$107M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10.3K- 15.67% |
$929K - $1.09M
|
55.6K
$7.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.5K- 0.45% |
$1.04M - $1.22M
|
2.55M
$332M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 12.08% |
$1.09M - $1.28M
|
88.2K
$11.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-12.3K- 9.27% |
$1.1M - $1.29M
|
120K
$15.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-13.8K- 71.15% |
$1.24M - $1.45M
|
5.58K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 3.86% |
$1.25M - $1.46M
|
346K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.2K- 14.86% |
$1.28M - $1.49M
|
81.3K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-14.5K- 0.94% |
$1.3M - $1.52M
|
1.52M
$198M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 41.2% |
$1.32M - $1.55M
|
21K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.8K- 3.49% |
$1.33M - $1.56M
|
409K
$53.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.24% |
$1.35M - $1.58M
|
25.2K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.2K- 45.91% |
$1.37M - $1.6M
|
17.9K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-15.3K- 21.31% |
$1.37M - $1.61M
|
56.4K
$7.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-16.4K- 45.62% |
$1.48M - $1.73M
|
19.6K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-17.8K- 23.53% |
$1.6M - $1.87M
|
57.7K
$7.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.9K- 9.31% |
$1.61M - $1.89M
|
175K
$22.7M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-18.3K- 34.5% |
$1.64M - $1.92M
|
34.7K
$4.5M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.9K- 21.56% |
$1.7M - $1.99M
|
68.7K
$8.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.7K- 32.1% |
$1.77M - $2.07M
|
41.6K
$5.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-20K- 48.67% |
$1.8M - $2.1M
|
21K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-21.1K- 64.33% |
$1.9M - $2.22M
|
11.7K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-22.9K- 46.19% |
$2.06M - $2.41M
|
26.7K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25.2K- 17.57% |
$2.27M - $2.66M
|
118K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-25.7K- 77.62% |
$2.31M - $2.7M
|
7.41K
$962K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-26.3K- 7.55% |
$2.37M - $2.77M
|
322K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-28.3K- 17.38% |
$2.55M - $2.98M
|
134K
$17.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.7K- 13.81% |
$2.76M - $3.23M
|
191K
$24.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-33.5K- 30.79% |
$3.02M - $3.53M
|
75.4K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-37.3K- 27.92% |
$3.35M - $3.92M
|
96.2K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-38.5K- 74.18% |
$3.46M - $4.05M
|
13.4K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39.8K- 7.68% |
$3.58M - $4.19M
|
478K
$62.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.9K- 1.27% |
$3.68M - $4.31M
|
3.18M
$414M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.3K- 3.85% |
$3.81M - $4.45M
|
1.06M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-43.3K- 55.07% |
$3.89M - $4.55M
|
35.3K
$4.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.4K- 19.26% |
$4.44M - $5.2M
|
207K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53K- 9.62% |
$4.77M - $5.58M
|
498K
$64.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53.6K- 12.08% |
$4.82M - $5.64M
|
390K
$50.6M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-56.3K- 23.57% |
$5.07M - $5.93M
|
183K
$23.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66.6K- 41.35% |
$6M - $7.01M
|
94.5K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.9K- 2.7% |
$6.02M - $7.04M
|
2.42M
$314M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-67.1K- 86.61% |
$6.04M - $7.06M
|
10.4K
$1.35M
|