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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5KNew |
$1.84M - $2.16M
|
20.5K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
20.1K+ 0.44% |
$1.81M - $2.12M
|
4.58M
$595M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 5.89% |
$1.76M - $2.06M
|
351K
$45.6M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
19.5KNew |
$1.75M - $2.05M
|
19.5K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 9.4% |
$1.74M - $2.04M
|
225K
$29.3M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19.1K+ 43.83% |
$1.72M - $2.01M
|
62.6K
$8.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19.1K+ 43.83% |
$1.72M - $2.01M
|
62.6K
$8.14M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19KNew |
$1.71M - $2M
|
19K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.6KNew |
$1.67M - $1.96M
|
18.6K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
17.7K+ 455.11% |
$1.59M - $1.86M
|
21.6K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.6K+ 5.31% |
$1.58M - $1.85M
|
349K
$45.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 0.5% |
$1.51M - $1.77M
|
3.37M
$437M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.6KNew |
$1.49M - $1.75M
|
16.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 554.0% |
$1.39M - $1.63M
|
18.2K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
15.2KNew |
$1.37M - $1.6M
|
15.2K
$1.97M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15K+ 18.4% |
$1.35M - $1.57M
|
96.2K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 2.38% |
$1.33M - $1.55M
|
635K
$82.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14K+ 29.34% |
$1.26M - $1.48M
|
61.8K
$8.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.3KNew |
$1.2M - $1.4M
|
13.3K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12.4KNew |
$1.12M - $1.31M
|
12.4K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 10.99% |
$1.09M - $1.27M
|
122K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$1.06M - $1.24M
|
11.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.4KNew |
$1.02M - $1.2M
|
11.4K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
11.3K+ 14.77% |
$1.02M - $1.19M
|
87.9K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10.5K+ 275.07% |
$940K - $1.1M
|
14.2K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
10.3K+ 3.37% |
$927K - $1.08M
|
316K
$41M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.94K+ 136.35% |
$895K - $1.05M
|
17.2K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.61K+ 4.05% |
$865K - $1.01M
|
247K
$32M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.61KNew |
$865K - $1.01M
|
9.61K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.21K+ 5.29% |
$829K - $970K
|
184K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8.34K+ 3.67% |
$751K - $878K
|
236K
$30.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.97KNew |
$717K - $839K
|
7.97K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
7.86KNew |
$707K - $827K
|
7.86K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.68K+ 8.72% |
$691K - $808K
|
95.7K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.63KNew |
$687K - $803K
|
7.63K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.63K+ 127.17% |
$687K - $803K
|
13.6K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.6KNew |
$684K - $800K
|
7.6K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.55K+ 5.2% |
$679K - $794K
|
153K
$19.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
7.54K+ 3.94% |
$679K - $794K
|
199K
$25.8M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.47KNew |
$673K - $787K
|
7.47K
$971K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.34KNew |
$660K - $772K
|
7.34K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.23K+ 303.53% |
$651K - $761K
|
9.61K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.91K+ 8.01% |
$621K - $727K
|
93.1K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.86K+ 36.12% |
$617K - $722K
|
25.9K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.86KNew |
$617K - $722K
|
6.86K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.68KNew |
$601K - $703K
|
6.68K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.6K+ 0.94% |
$594K - $694K
|
705K
$91.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 8.78% |
$593K - $694K
|
81.6K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
6.34KNew |
$571K - $667K
|
6.34K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.21KNew |
$559K - $654K
|
6.21K
$807K
|