Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 14.77% |
$418K - $469K
|
42.9K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.33K+ 28.19% |
$403K - $453K
|
24.3K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.3K+ 112.63% |
$401K - $450K
|
10K
$763K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.22KNew |
$395K - $443K
|
5.22K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.92K+ 32.89% |
$372K - $418K
|
19.9K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 2.27% |
$370K - $415K
|
220K
$16.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.71K+ 2.17% |
$356K - $399K
|
221K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.64K+ 37.78% |
$351K - $394K
|
16.9K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.55K+ 2.55% |
$344K - $386K
|
183K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.41K+ 5.36% |
$333K - $374K
|
86.6K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.4KNew |
$333K - $374K
|
4.4K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.16K+ 15.72% |
$314K - $353K
|
30.6K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.07KNew |
$308K - $346K
|
4.07K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4K+ 0.08% |
$303K - $340K
|
4.99M
$381M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.93K+ 33.4% |
$297K - $333K
|
15.7K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.73K+ 1.15% |
$282K - $317K
|
329K
$25.1M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.66K+ 1.3% |
$277K - $310K
|
285K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.62K+ 3.25% |
$274K - $308K
|
115K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.56KNew |
$269K - $302K
|
3.56K
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.43K+ 3.24% |
$259K - $291K
|
109K
$8.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.37K+ 65.43% |
$255K - $286K
|
8.53K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.36K+ 43.34% |
$254K - $285K
|
11.1K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.2KNew |
$242K - $272K
|
3.2K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.11KNew |
$235K - $264K
|
3.11K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75KNew |
$208K - $234K
|
2.75K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.75KNew |
$208K - $233K
|
2.75K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.71KNew |
$205K - $230K
|
2.71K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$205K - $230K
|
2.7K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.6KNew |
$196K - $220K
|
2.6K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$191K - $215K
|
2.53K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 8.33% |
$189K - $212K
|
32.5K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.46KNew |
$186K - $209K
|
2.46K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.45KNew |
$185K - $208K
|
2.45K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$183K - $205K
|
2.42K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.38KNew |
$180K - $202K
|
2.38K
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.38KNew |
$180K - $202K
|
2.38K
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.38K+ 70.46% |
$180K - $202K
|
5.75K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.32K+ 2.43% |
$175K - $197K
|
97.8K
$7.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.17K+ 23.93% |
$164K - $184K
|
11.2K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.1K+ 26.83% |
$159K - $178K
|
9.93K
$758K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.96K+ 5.8% |
$148K - $166K
|
35.6K
$2.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.89K+ 9.69% |
$143K - $160K
|
21.4K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.87K+ 38.41% |
$142K - $159K
|
6.75K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 21.57% |
$138K - $154K
|
10.3K
$783K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.76K+ 3.17% |
$133K - $149K
|
57.1K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 1.24% |
$128K - $144K
|
139K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.69K+ 69.91% |
$128K - $144K
|
4.12K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.57K+ 3.36% |
$119K - $133K
|
48.3K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.57KNew |
$118K - $133K
|
1.57K
$120K
|