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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
481+ 5.88% |
$43.3K - $50.6K
|
8.67K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
451+ 11.54% |
$40.6K - $47.5K
|
4.36K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
434+ 14.66% |
$39.1K - $45.7K
|
3.4K
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
407+ 2.31% |
$36.6K - $42.8K
|
18K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
390+ 18.1% |
$35.1K - $41K
|
2.55K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
390+ 2600.0% |
$35.1K - $41K
|
405
$52.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
387+ 7.4% |
$34.8K - $40.7K
|
5.62K
$730K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
382+ 2.52% |
$34.4K - $40.2K
|
15.5K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
370+ 11.6% |
$33.3K - $38.9K
|
3.56K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
368+ 0.82% |
$33.1K - $38.7K
|
45.4K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
365+ 2.29% |
$32.8K - $38.4K
|
16.3K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
357+ 10.81% |
$32.1K - $37.6K
|
3.66K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
318+ 2.8% |
$28.6K - $33.5K
|
11.7K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
305+ 0.47% |
$27.4K - $32.1K
|
65.1K
$8.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
297+ 9.81% |
$26.7K - $31.3K
|
3.33K
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
291+ 11.48% |
$26.2K - $30.6K
|
2.83K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
291+ 11.33% |
$26.2K - $30.6K
|
2.86K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 4.97% |
$24.8K - $29K
|
5.83K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
269+ 0.88% |
$24.2K - $28.3K
|
30.7K
$3.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
266+ 5.78% |
$23.9K - $28K
|
4.87K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
263+ 4.59% |
$23.7K - $27.7K
|
5.99K
$778K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
259New |
$23.3K - $27.3K
|
259
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
259New |
$23.3K - $27.3K
|
259
$33.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
258+ 0.75% |
$23.2K - $27.2K
|
34.7K
$4.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
257New |
$23.1K - $27K
|
257
$33.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
253+ 6.3% |
$22.8K - $26.6K
|
4.27K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
248+ 3.13% |
$22.3K - $26.1K
|
8.17K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
240+ 1.53% |
$21.6K - $25.3K
|
15.9K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222+ 13.68% |
$20K - $23.4K
|
1.85K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
217+ 0.2% |
$19.5K - $22.8K
|
107K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
209+ 9.64% |
$18.8K - $22K
|
2.38K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
186+ 1.62% |
$16.7K - $19.6K
|
11.6K
$1.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
178+ 1.1% |
$16K - $18.7K
|
16.3K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
178+ 5.13% |
$16K - $18.7K
|
3.65K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
177+ 2.61% |
$15.9K - $18.6K
|
6.97K
$905K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
177+ 3.64% |
$15.9K - $18.6K
|
5.04K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
176New |
$15.8K - $18.5K
|
176
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
175+ 2.69% |
$15.7K - $18.4K
|
6.68K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
173+ 2.01% |
$15.6K - $18.2K
|
8.77K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
171+ 120.42% |
$15.4K - $18K
|
313
$40.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167+ 1.76% |
$15K - $17.6K
|
9.66K
$1.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
165New |
$14.8K - $17.4K
|
165
$21.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
164New |
$14.8K - $17.3K
|
164
$21.3K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
164+ 2.48% |
$14.8K - $17.3K
|
6.79K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
154+ 0.25% |
$13.9K - $16.2K
|
62.3K
$8.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
150+ 0.99% |
$13.5K - $15.8K
|
15.3K
$1.99M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
144+ 36.83% |
$13K - $15.2K
|
535
$69.5K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
139+ 4.3% |
$12.5K - $14.6K
|
3.37K
$438K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
134+ 46.21% |
$12.1K - $14.1K
|
424
$55.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
125+ 3.06% |
$11.2K - $13.2K
|
4.21K
$546K
|