Purchases and Sales Made in Q1 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 Q1 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
Apr 18, 2023 Q1 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
1.09K
+ 0.87%
$92K - $101K
126K $16.6M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
1.07K
+ 0.24%
$90.1K - $99.3K
449K $59M
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
1.03K
+ 7.44%
$86.2K - $95K
14.8K $1.94M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
966
+ 24.95%
$81.2K - $89.5K
4.84K $635K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
936
New
$78.7K - $86.7K
936 $123K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
927
+ 31.87%
$77.9K - $85.9K
3.84K $503K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
900
New
$75.6K - $83.4K
900 $118K
Apr 11, 2023 Q1 2023
Olio Financial Planning

BUY
 -
873
+ 5.08%
$73.4K - $80.9K
18.1K $2.37M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
842
+ 2.47%
$70.8K - $78K
34.9K $4.58M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
834
+ 21.9%
$70.1K - $77.3K
4.64K $609K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
816
+ 17.46%
$68.6K - $75.6K
5.49K $721K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
816
+ 2.98%
$68.6K - $75.6K
28.2K $3.71M
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
810
+ 5.51%
$68.1K - $75K
15.5K $2.04M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
768
New
$64.6K - $71.1K
768 $101K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
760
New
$63.9K - $70.4K
760 $99.8K
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
622
+ 4.08%
$52.3K - $57.6K
15.9K $2.08M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
618
+ 18.13%
$51.9K - $57.3K
4.03K $528K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
598
+ 64.09%
$50.3K - $55.4K
1.53K $201K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
538
New
$45.2K - $49.8K
538 $70.6K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
535
+ 356.67%
$45K - $49.6K
685 $89.9K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
514
New
$43.2K - $47.6K
514 $67.5K
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
492
+ 15.31%
$41.4K - $45.6K
3.71K $486K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
485
+ 3.31%
$40.8K - $44.9K
15.1K $1.98M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
449
New
$37.7K - $41.6K
449 $58.9K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
449
+ 2.78%
$37.7K - $41.6K
16.6K $2.18M
May 04, 2023 Q1 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
446
+ 0.73%
$37.5K - $41.3K
61.9K $8.13M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
417
+ 5.48%
$35K - $38.6K
8.03K $1.05M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
389
+ 5.72%
$32.7K - $36K
7.19K $943K
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
369
+ 2.08%
$31K - $34.2K
18.1K $2.38M
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
367
+ 3.52%
$30.8K - $34K
10.8K $1.42M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
348
+ 2.3%
$29.2K - $32.2K
15.5K $2.03M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
338
+ 60.36%
$28.4K - $31.3K
898 $118K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
330
+ 9.39%
$27.7K - $30.6K
3.85K $505K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
330
+ 9.39%
$27.7K - $30.6K
3.85K $505K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
311
New
$26.1K - $28.8K
311 $40.8K
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
303
New
$25.5K - $28.1K
303 $39.8K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
294
+ 4.39%
$24.7K - $27.2K
6.99K $917K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
292
+ 0.7%
$24.5K - $27.1K
41.8K $5.48M
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
270
+ 5.34%
$22.7K - $25K
5.33K $699K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
261
New
$21.9K - $24.2K
261 $34.3K
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
253
+ 2.56%
$21.3K - $23.4K
10.1K $1.33M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
235
+ 4.11%
$19.8K - $21.8K
5.96K $782K
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
199
+ 2.98%
$16.7K - $18.4K
6.88K $904K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
187
New
$15.7K - $17.3K
187 $24.5K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
182
+ 1.87%
$15.3K - $16.9K
9.94K $1.3M
Nov 19, 2024 Q1 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
178
+ 5.08%
$15K - $16.5K
3.68K $483K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
174
+ 0.54%
$14.6K - $16.1K
32.5K $4.27M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
164
+ 1.74%
$13.8K - $15.2K
9.58K $1.26M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
159
+ 5.84%
$13.4K - $14.7K
2.88K $378K

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