Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.24K+ 54.74% |
$171K - $184K
|
6.33K
$483K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.19K+ 19.76% |
$167K - $180K
|
13.3K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.15K+ 6.46% |
$163K - $177K
|
35.4K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.01K+ 10.11% |
$153K - $165K
|
21.9K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.93K+ 0.82% |
$147K - $159K
|
238K
$18.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.89K+ 2.35% |
$144K - $156K
|
82.2K
$6.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.86K+ 22.95% |
$141K - $153K
|
9.94K
$759K
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.85K+ 64.05% |
$141K - $152K
|
4.74K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 5.2% |
$141K - $152K
|
37.4K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.83K+ 44.82% |
$139K - $150K
|
5.9K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.78K+ 2.03% |
$136K - $147K
|
89.5K
$6.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.69K+ 19.44% |
$129K - $139K
|
10.4K
$792K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.68K+ 3.34% |
$128K - $139K
|
52K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63K+ 22.4% |
$124K - $134K
|
8.88K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.59K+ 5.62% |
$121K - $131K
|
29.8K
$2.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.44K+ 1.37% |
$109K - $118K
|
106K
$8.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.38K+ 28.93% |
$105K - $113K
|
6.13K
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.34KNew |
$102K - $111K
|
1.34K
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.34K+ 16.92% |
$102K - $110K
|
9.25K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.29K+ 4.27% |
$98.4K - $106K
|
31.5K
$2.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.26KNew |
$95.8K - $104K
|
1.26K
$95.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.25K+ 6.79% |
$95.2K - $103K
|
19.7K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.24K+ 5.56% |
$94.3K - $102K
|
23.5K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 0.89% |
$92.3K - $99.7K
|
137K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.15K+ 45.08% |
$88K - $95K
|
3.71K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.1K+ 15.5% |
$83.5K - $90.3K
|
8.17K
$623K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.05K+ 24.74% |
$80.2K - $86.6K
|
5.3K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 9.85% |
$78.4K - $84.7K
|
11.5K
$876K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 3.92% |
$78.4K - $84.7K
|
27.3K
$2.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 1.99% |
$77.8K - $84.1K
|
52.2K
$3.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
954+ 8.53% |
$72.7K - $78.6K
|
12.1K
$927K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
944+ 5.58% |
$72K - $77.7K
|
17.9K
$1.36M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
869+ 3.44% |
$66.2K - $71.6K
|
26.1K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
869+ 3.44% |
$66.2K - $71.6K
|
26.1K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
837+ 1.67% |
$63.8K - $68.9K
|
50.9K
$3.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
825+ 2.72% |
$62.9K - $67.9K
|
31.2K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
818+ 21.82% |
$62.3K - $67.4K
|
4.57K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
798+ 4.37% |
$60.8K - $65.7K
|
19.1K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
750+ 10.34% |
$57.2K - $61.8K
|
8.01K
$611K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
747+ 19.52% |
$56.9K - $61.5K
|
4.57K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
736+ 4.07% |
$56.1K - $60.6K
|
18.8K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
701+ 13.32% |
$53.4K - $57.7K
|
5.97K
$455K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
695+ 19.05% |
$53K - $57.2K
|
4.34K
$332K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
692New |
$52.7K - $57K
|
692
$52.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
680+ 21.01% |
$51.8K - $56K
|
3.92K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
666+ 1.82% |
$50.8K - $54.9K
|
37.3K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
663+ 14.74% |
$50.5K - $54.6K
|
5.16K
$394K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
630+ 4.34% |
$48K - $51.9K
|
15.1K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
622+ 8.22% |
$47.4K - $51.2K
|
8.19K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
618+ 14.93% |
$47.1K - $50.9K
|
4.76K
$363K
|