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 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.12K+ 16.41% |
$551K - $644K
|
43.4K
$5.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.8K+ 9.63% |
$522K - $610K
|
66K
$8.57M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
5.68KNew |
$511K - $598K
|
5.68K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.68K+ 29.67% |
$511K - $598K
|
24.8K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.44K+ 1687.89% |
$489K - $572K
|
5.76K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.3K+ 4.62% |
$477K - $558K
|
120K
$15.6M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.28KNew |
$475K - $556K
|
5.28K
$686K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.24KNew |
$472K - $552K
|
5.24K
$681K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.08K+ 86.91% |
$457K - $534K
|
10.9K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.05KNew |
$455K - $532K
|
5.05K
$656K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.9K+ 39.79% |
$441K - $516K
|
17.2K
$2.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.84K+ 12407.69% |
$435K - $509K
|
4.88K
$634K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.8KNew |
$432K - $505K
|
4.8K
$623K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.67K+ 5.89% |
$421K - $492K
|
84K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.51K+ 16.14% |
$405K - $474K
|
32.4K
$4.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.49K+ 40.8% |
$404K - $473K
|
15.5K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.34K+ 5.21% |
$391K - $457K
|
87.8K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 18.11% |
$391K - $457K
|
28.3K
$3.68M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$388K - $454K
|
4.31K
$560K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.29K+ 12.98% |
$386K - $452K
|
37.4K
$4.85M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
4.11KNew |
$370K - $433K
|
4.11K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.93K+ 7.47% |
$353K - $413K
|
56.5K
$7.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.84K+ 80.95% |
$345K - $404K
|
8.58K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.74K+ 29.58% |
$336K - $393K
|
16.4K
$2.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.73KNew |
$336K - $393K
|
3.73K
$485K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.69KNew |
$332K - $388K
|
3.69K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.68K+ 3.32% |
$331K - $387K
|
114K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.67KNew |
$330K - $386K
|
3.67K
$477K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.67K+ 30.03% |
$330K - $386K
|
15.9K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 7.13% |
$324K - $379K
|
54.1K
$7.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.53K+ 4.66% |
$318K - $372K
|
79.3K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.53KNew |
$317K - $371K
|
3.53K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.31K+ 3.29% |
$298K - $348K
|
104K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.26K+ 4.92% |
$293K - $343K
|
69.5K
$9.03M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$291K - $340K
|
3.23K
$420K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
3.19K+ 5.05% |
$287K - $335K
|
66.2K
$8.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13KNew |
$281K - $329K
|
3.13K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.07K+ 38.62% |
$276K - $323K
|
11K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.05KNew |
$274K - $321K
|
3.05K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 10.42% |
$272K - $318K
|
32K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.95K+ 54.03% |
$265K - $310K
|
8.4K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.85K+ 2.68% |
$256K - $300K
|
109K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.76K+ 17250.0% |
$248K - $290K
|
2.78K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.75K+ 2.77% |
$247K - $289K
|
102K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.7KNew |
$243K - $284K
|
2.7K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.7K+ 9.06% |
$243K - $284K
|
32.5K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.61KNew |
$235K - $275K
|
2.61K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
2.55K+ 1.97% |
$229K - $268K
|
132K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.53KNew |
$228K - $266K
|
2.53K
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.53KNew |
$227K - $266K
|
2.53K
$328K
|