Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
10
New
$900 - $1.05K
10 $1.3K
Feb 06, 2024 Q4 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
9
+ 0.29%
$810 - $947
3.12K $405K
Jan 22, 2024 Q4 2023
Oxinas Partners Wealth Management LLC

BUY
 -
8
+ 0.24%
$720 - $842
3.39K $440K
Jan 18, 2024 Q4 2023
Investment Research & Advisory Group, Inc.

BUY
 -
7
+ 0.71%
$630 - $737
997 $129K
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
7
+ 0.08%
$630 - $737
8.26K $1.07M
Jan 22, 2024 Q4 2023
Financial Management Network Inc

BUY
 -
7
+ 0.28%
$630 - $737
2.48K $322K
Jan 22, 2024 Q4 2023
Level Financial Advisors, Inc.

BUY
 -
6
+ 0.13%
$540 - $632
4.52K $587K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
5
+ 3.88%
$450 - $526
134 $17.4K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
5
+ 0.2%
$450 - $526
2.5K $324K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
4
+ 0.74%
$360 - $421
548 $71.2K
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
3
+ 0.1%
$270 - $316
3.06K $398K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
2
+ 0.02%
$180 - $211
9.79K $1.27M
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.11%
$90 - $105
953 $124K
Feb 14, 2024 Q4 2023
Retirement Capital Strategies

BUY
 -
1
+ 0.01%
$90 - $105
11.5K $1.49M
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-3
- 0.33%
$270 - $316
900 $117K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-5
- 1.35%
$450 - $526
365 $47.4K
Feb 12, 2024 Q4 2023
Rice Partnership, LLC

SELL
 -
-10
- 4.05%
$900 - $1.05K
237 $30.8K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

SELL
 -
-10
- 0.22%
$900 - $1.05K
4.59K $596K
Jan 30, 2024 Q4 2023
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-13
- 0.03%
$1.17K - $1.37K
47.7K $6.2M
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-13
- 0.39%
$1.17K - $1.37K
3.32K $431K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-18
- 0.05%
$1.62K - $1.89K
34.9K $4.53M
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-24
- 0.19%
$2.16K - $2.53K
12.9K $1.67M
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-27
- 0.69%
$2.43K - $2.84K
3.86K $501K
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-29
- 1.13%
$2.61K - $3.05K
2.54K $330K
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-30
- 8.88%
$2.7K - $3.16K
308 $40K
Jan 18, 2024 Q4 2023
West Wealth Group, LLC

SELL
 -
-37
- 0.03%
$3.33K - $3.89K
119K $15.4M
Jun 17, 2024 Q4 2023
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-39
- 0.52%
$3.51K - $4.1K
7.5K $974K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-42
- 0.47%
$3.78K - $4.42K
8.83K $1.15M
Feb 14, 2024 Q4 2023
Peninsula Wealth, LLC

San Francisco, CA
SELL
 -
-45
- 1.2%
$4.05K - $4.74K
3.72K $483K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-45
- 6.16%
$4.05K - $4.74K
685 $89K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-48
- 0.59%
$4.32K - $5.05K
8.13K $1.06M
Feb 01, 2024 Q4 2023
New Square Capital LLC

SELL
 -
-52
- 9.77%
$4.68K - $5.47K
480 $62.3K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-53
- 0.22%
$4.77K - $5.58K
24K $3.12M
Jan 12, 2024 Q4 2023
Ffg Retirement Advisors LLC

Centennial, CO
SELL
 -
-56
- 0.19%
$5.04K - $5.89K
29.8K $3.87M
Feb 09, 2024 Q4 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-58
- 2.63%
$5.22K - $6.1K
2.15K $279K
Jan 16, 2024 Q4 2023
Centerpoint Advisors, LLC

SELL
 -
-58
- 29.9%
$5.22K - $6.1K
136 $17.7K
Jan 08, 2024 Q4 2023
Diversified Trust CO

SELL
 -
-60
- 0.24%
$5.4K - $6.32K
24.8K $3.23M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-65
- 2.83%
$5.85K - $6.84K
2.24K $290K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-68
- 0.29%
$6.12K - $7.16K
23.2K $3.01M
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

SELL
 -
-73
- 1.22%
$6.57K - $7.68K
5.93K $770K
Feb 05, 2024 Q4 2023
Financial Advisors, LLC

Andover, MA
SELL
 -
-75
- 0.12%
$6.75K - $7.89K
63.7K $8.27M
Jan 24, 2024 Q4 2023
Able Financial Group, LLC

Scottsdale, AZ
SELL
 -
-76
- 1.75%
$6.84K - $8K
4.27K $554K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-78
- 0.98%
$7.02K - $8.21K
7.9K $1.03M
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-80
- 1.52%
$7.2K - $8.42K
5.18K $673K
Feb 08, 2024 Q4 2023
Tarbox Family Office, Inc.

SELL
 -
-90
- 0.94%
$8.1K - $9.47K
9.52K $1.24M
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-90
- 1.39%
$8.1K - $9.47K
6.39K $830K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-95
- 37.55%
$8.55K - $10K
158 $20.5K
Jan 18, 2024 Q4 2023
Strategic Financial Concepts, LLC

San Antonio, TX
SELL
 -
-100
- 4.44%
$9K - $10.5K
2.15K $280K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-101
- 0.96%
$9.09K - $10.6K
10.4K $1.35M

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