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 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.51K+ 1.54% |
$226K - $264K
|
165K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 4.44% |
$225K - $264K
|
58.8K
$7.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.48KNew |
$223K - $260K
|
2.48K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.43K+ 51.94% |
$219K - $256K
|
7.11K
$923K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.39KNew |
$215K - $251K
|
2.39K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.37KNew |
$213K - $249K
|
2.37K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$209K - $245K
|
2.33K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
2.28K+ 39.44% |
$205K - $240K
|
8.07K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.28KNew |
$205K - $240K
|
2.28K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.23K+ 25.73% |
$201K - $235K
|
10.9K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.22KNew |
$200K - $234K
|
2.22K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$199K - $233K
|
2.22K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.2K+ 24.1% |
$198K - $231K
|
11.3K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.19KNew |
$197K - $231K
|
2.19K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.18K+ 2.79% |
$197K - $230K
|
80.4K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.14K+ 4.78% |
$192K - $225K
|
46.9K
$6.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
2.13KNew |
$191K - $224K
|
2.13K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.09KNew |
$188K - $220K
|
2.09K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.06KNew |
$185K - $217K
|
2.06K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.04K+ 5.03% |
$183K - $215K
|
42.6K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.03KNew |
$182K - $213K
|
2.03K
$263K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.99KNew |
$179K - $209K
|
1.99K
$258K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.98K+ 66.75% |
$178K - $208K
|
4.93K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$177K - $207K
|
1.97K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.96KNew |
$176K - $206K
|
1.96K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.95KNew |
$176K - $205K
|
1.95K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.95K+ 59.17% |
$175K - $205K
|
5.24K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.94KNew |
$175K - $204K
|
1.94K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.93KNew |
$174K - $203K
|
1.93K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.93KNew |
$173K - $203K
|
1.93K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.92KNew |
$173K - $202K
|
1.92K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.89K+ 6.77% |
$170K - $199K
|
29.8K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.88K+ 18.58% |
$169K - $197K
|
12K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 6.13% |
$158K - $185K
|
30.4K
$3.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.68K+ 57.05% |
$151K - $177K
|
4.63K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.64K+ 4.72% |
$147K - $172K
|
36.3K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 6.76% |
$144K - $168K
|
25.2K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 3.67% |
$136K - $159K
|
42.7K
$5.55M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 58.01% |
$125K - $146K
|
3.79K
$492K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.36KNew |
$123K - $144K
|
1.36K
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.34K+ 0.98% |
$121K - $141K
|
138K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.31K+ 11.12% |
$118K - $138K
|
13.1K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.31K+ 1926.47% |
$118K - $138K
|
1.38K
$179K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.31K+ 15.68% |
$118K - $137K
|
9.64K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.29K+ 7.16% |
$116K - $136K
|
19.3K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.25K+ 51.59% |
$113K - $132K
|
3.68K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 13.69% |
$110K - $128K
|
10.1K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.21K+ 9.0% |
$109K - $127K
|
14.6K
$1.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.18K+ 2.39% |
$107K - $125K
|
50.7K
$6.58M
|