Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 22.33% |
$74.9K - $81.3K
|
3.78K
$301K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.09K- 25.26% |
$74.9K - $81.3K
|
3.22K
$256K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 5.72% |
$75.6K - $82.2K
|
18.1K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.19K- 5.31% |
$82K - $89K
|
21.2K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.21K- 3.95% |
$83.2K - $90.4K
|
29.3K
$2.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.22K- 10.39% |
$83.9K - $91.1K
|
10.5K
$836K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 1.93% |
$90.1K - $97.9K
|
66.6K
$5.3M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.33K- 18.83% |
$91.9K - $99.8K
|
5.75K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.35K- 13.13% |
$92.9K - $101K
|
8.93K
$710K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.36K- 0.33% |
$93.5K - $102K
|
411K
$32.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.38K- 91.63% |
$95K - $103K
|
126
$10K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 42.56% |
$95.2K - $103K
|
1.87K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 89.27% |
$96.2K - $105K
|
168
$13.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.45K- 17.52% |
$99.7K - $108K
|
6.81K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.47K- 0.56% |
$101K - $110K
|
260K
$20.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 32.79% |
$102K - $110K
|
3.02K
$241K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.48K- 4.61% |
$102K - $111K
|
30.6K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.51K- 15.76% |
$104K - $113K
|
8.07K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.63K- 28.27% |
$112K - $122K
|
4.14K
$330K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 35.89% |
$114K - $124K
|
2.97K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 5.56% |
$118K - $129K
|
29.2K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.75K- 65.68% |
$121K - $131K
|
915
$72.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 26.48% |
$126K - $137K
|
5.07K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.88K- 18.94% |
$130K - $141K
|
8.05K
$640K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 7.18% |
$133K - $144K
|
24.9K
$1.98M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.96K- 11.95% |
$135K - $147K
|
14.5K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.04K- 26.06% |
$140K - $152K
|
5.78K
$460K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 37.01% |
$143K - $155K
|
3.53K
$281K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.36K- 4.81% |
$162K - $176K
|
46.7K
$3.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.37K- 29.06% |
$163K - $178K
|
5.8K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.46K- 36.17% |
$170K - $184K
|
4.35K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.55K- 47.78% |
$175K - $191K
|
2.78K
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.6K- 23.81% |
$179K - $195K
|
8.32K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.68K- 28.53% |
$184K - $200K
|
6.7K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.83K- 7.16% |
$195K - $212K
|
36.7K
$2.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.93K- 87.18% |
$201K - $219K
|
430
$34.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.99K- 16.56% |
$206K - $224K
|
15.1K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-3.02K- 2.86% |
$208K - $226K
|
103K
$8.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.02K- 47.76% |
$208K - $226K
|
3.3K
$263K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.16K- 10.87% |
$218K - $237K
|
25.9K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.17K- 3.42% |
$218K - $237K
|
89.3K
$7.11M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-3.38KClosed |
$233K - $253K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.45K- 5.94% |
$238K - $258K
|
54.6K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.49K- 14.94% |
$240K - $261K
|
19.9K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.5K- 8.71% |
$241K - $262K
|
36.7K
$2.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.75K- 3.91% |
$258K - $281K
|
92.2K
$7.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.13K- 24.98% |
$285K - $309K
|
12.4K
$987K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.27K- 1.18% |
$294K - $319K
|
356K
$28.3M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.36K- 8.49% |
$300K - $326K
|
47K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.52K- 27.28% |
$311K - $338K
|
12K
$959K
|