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 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
110+ 2.96% |
$8.32K - $9.34K
|
3.82K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
102+ 3.16% |
$7.71K - $8.66K
|
3.33K
$254K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
97+ 0.17% |
$7.34K - $8.23K
|
56.9K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
86+ 2.17% |
$6.5K - $7.3K
|
4.06K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
86+ 0.44% |
$6.5K - $7.3K
|
19.6K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 0.83% |
$6.28K - $7.05K
|
10.1K
$773K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
76+ 0.57% |
$5.75K - $6.45K
|
13.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
70+ 1.24% |
$5.29K - $5.94K
|
5.69K
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
69+ 2.27% |
$5.22K - $5.86K
|
3.11K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
67+ 12.5% |
$5.07K - $5.69K
|
603
$46K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.14% |
$4.92K - $5.52K
|
3.11K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63+ 0.82% |
$4.76K - $5.35K
|
7.71K
$588K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
63+ 0.25% |
$4.76K - $5.35K
|
25.3K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
63+ 0.46% |
$4.76K - $5.35K
|
13.7K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 2.29% |
$4.61K - $5.18K
|
2.73K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
58+ 1.6% |
$4.39K - $4.92K
|
3.69K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
58+ 1.45% |
$4.39K - $4.92K
|
4.07K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
57New |
$4.31K - $4.84K
|
57
$4.35K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
55+ 1.27% |
$4.16K - $4.67K
|
4.4K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
54+ 0.23% |
$4.08K - $4.58K
|
23.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51+ 1.02% |
$3.86K - $4.33K
|
5.03K
$384K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 1.59% |
$3.1K - $3.48K
|
2.62K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 5.51% |
$2.65K - $2.97K
|
670
$51.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34New |
$2.57K - $2.89K
|
34
$2.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$2.5K - $2.8K
|
33
$2.52K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33+ 0.54% |
$2.5K - $2.8K
|
6.14K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.89% |
$2.34K - $2.63K
|
3.52K
$269K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.46% |
$2.19K - $2.46K
|
2.01K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
29+ 0.85% |
$2.19K - $2.46K
|
3.42K
$261K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
28+ 2.93% |
$2.12K - $2.38K
|
984
$75.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
25+ 0.56% |
$1.89K - $2.12K
|
4.53K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25+ 2.96% |
$1.89K - $2.12K
|
869
$66.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
25+ 0.72% |
$1.89K - $2.12K
|
3.51K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 10.3% |
$1.82K - $2.04K
|
257
$19.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.08% |
$1.74K - $1.95K
|
29K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
21+ 0.33% |
$1.59K - $1.78K
|
6.29K
$480K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
19+ 0.21% |
$1.44K - $1.61K
|
9.23K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 0.8% |
$1.36K - $1.53K
|
2.26K
$173K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 0.88% |
$1.13K - $1.27K
|
1.72K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.04% |
$1.06K - $1.19K
|
39.1K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$983 - $1.1K
|
13
$992
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13+ 0.3% |
$983 - $1.1K
|
4.28K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.24% |
$908 - $1.02K
|
5.04K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.32% |
$908 - $1.02K
|
3.78K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.31% |
$756 - $849
|
3.2K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.02% |
$529 - $594
|
40.2K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$454 - $509
|
6
$458
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
5+ 0.66% |
$378 - $424
|
768
$58.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$303 - $340
|
9.25K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.06% |
$227 - $255
|
5.2K
$397K
|