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
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-102- 5.1% |
$9.18K - $10.7K
|
1.9K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-104- 1.54% |
$9.36K - $10.9K
|
6.67K
$866K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-106- 10.86% |
$9.54K - $11.2K
|
870
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-115- 0.24% |
$10.3K - $12.1K
|
47.2K
$6.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-119- 4.82% |
$10.7K - $12.5K
|
2.35K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-125- 2.71% |
$11.2K - $13.2K
|
4.49K
$583K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-126- 0.35% |
$11.3K - $13.3K
|
35.9K
$4.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-130- 1.18% |
$11.7K - $13.7K
|
10.9K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-131- 4.24% |
$11.8K - $13.8K
|
2.96K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-139- 5.95% |
$12.5K - $14.6K
|
2.2K
$285K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-139- 5.95% |
$12.5K - $14.6K
|
2.2K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-139- 2.13% |
$12.5K - $14.6K
|
6.39K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 2.59% |
$12.8K - $14.9K
|
5.34K
$693K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-172- 2.09% |
$15.5K - $18.1K
|
8.06K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-173- 3.98% |
$15.6K - $18.2K
|
4.17K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-176- 20.85% |
$15.8K - $18.5K
|
668
$86.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-181- 6.13% |
$16.3K - $19.1K
|
2.77K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-184- 0.69% |
$16.6K - $19.4K
|
26.7K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-185- 6.99% |
$16.6K - $19.5K
|
2.46K
$320K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-185- 6.99% |
$16.6K - $19.5K
|
2.46K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-189- 7.05% |
$17K - $19.9K
|
2.49K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-192- 0.68% |
$17.3K - $20.2K
|
28K
$3.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-195- 5.1% |
$17.5K - $20.5K
|
3.63K
$471K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-200- 1.61% |
$18K - $21.1K
|
12.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-202- 1.26% |
$18.2K - $21.3K
|
15.8K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-208- 6.21% |
$18.7K - $21.9K
|
3.14K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-219- 2.57% |
$19.7K - $23K
|
8.31K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-219- 0.34% |
$19.7K - $23K
|
63.4K
$8.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-223- 3.12% |
$20.1K - $23.5K
|
6.92K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-225- 2.82% |
$20.2K - $23.7K
|
7.75K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-227- 10.49% |
$20.4K - $23.9K
|
1.94K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-230- 0.93% |
$20.7K - $24.2K
|
24.5K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-232- 1.9% |
$20.9K - $24.4K
|
12K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-232- 7.67% |
$20.9K - $24.4K
|
2.79K
$362K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-236- 6.5% |
$21.2K - $24.8K
|
3.4K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-239- 3.0% |
$21.5K - $25.2K
|
7.72K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 11.11% |
$22K - $25.7K
|
1.95K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-245- 1.48% |
$22K - $25.8K
|
16.3K
$2.11M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-245- 6.25% |
$22K - $25.8K
|
3.67K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-254- 3.82% |
$22.9K - $26.7K
|
6.39K
$830K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-259- 8.72% |
$23.3K - $27.3K
|
2.71K
$352K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-277- 6.89% |
$24.9K - $29.2K
|
3.74K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-277- 1.72% |
$24.9K - $29.2K
|
15.8K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-287- 7.2% |
$25.8K - $30.2K
|
3.7K
$480K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-297- 12.99% |
$26.7K - $31.3K
|
1.99K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-300- 8.19% |
$27K - $31.6K
|
3.37K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-303- 6.65% |
$27.3K - $31.9K
|
4.25K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-309- 7.71% |
$27.8K - $32.5K
|
3.7K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-314- 16.09% |
$28.3K - $33K
|
1.64K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-314- 6.76% |
$28.3K - $33K
|
4.33K
$563K
|