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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.18K- 8.39% |
$391K - $439K
|
56.5K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.48K- 1.63% |
$415K - $465K
|
331K
$25.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.49K- 4.31% |
$416K - $466K
|
122K
$9.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-5.57K- 42.06% |
$421K - $472K
|
7.67K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.6K- 9.45% |
$423K - $475K
|
53.6K
$4.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.64K- 14.05% |
$502K - $564K
|
40.6K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.72K- 10.19% |
$508K - $570K
|
59.2K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.96K- 1.69% |
$526K - $590K
|
405K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.14K- 0.21% |
$540K - $606K
|
3.35M
$256M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-9.01K- 8.99% |
$681K - $765K
|
91.2K
$6.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 5.8% |
$818K - $919K
|
176K
$13.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.2K- 5.02% |
$848K - $952K
|
212K
$16.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11.8K- 19.7% |
$893K - $1M
|
48.1K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13K- 76.58% |
$982K - $1.1M
|
3.97K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.2K- 0.22% |
$996K - $1.12M
|
5.87M
$448M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.59% |
$1.07M - $1.2M
|
531K
$40.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.3K- 6.04% |
$1.16M - $1.3M
|
238K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15.5K- 5.08% |
$1.17M - $1.32M
|
289K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 3.98% |
$1.24M - $1.39M
|
395K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.8K- 12.25% |
$1.27M - $1.43M
|
120K
$9.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.8K- 84.89% |
$1.35M - $1.51M
|
3.17K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.7K- 19.39% |
$1.57M - $1.76M
|
86.2K
$6.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-22.1K- 0.39% |
$1.68M - $1.88M
|
5.69M
$434M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.4K- 32.8% |
$1.84M - $2.07M
|
49.9K
$3.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-25.3K- 40.1% |
$1.92M - $2.15M
|
37.8K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26K- 10.5% |
$1.97M - $2.21M
|
222K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.7K- 23.61% |
$3.15M - $3.54M
|
135K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.7K- 2.29% |
$3.53M - $3.97M
|
1.99M
$152M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.1K- 2.7% |
$3.79M - $4.25M
|
1.8M
$138M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-57.6K- 25.22% |
$4.36M - $4.89M
|
171K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65K- 18.69% |
$4.92M - $5.52M
|
283K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-65.2K- 87.55% |
$4.93M - $5.54M
|
9.27K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 9.64% |
$7.73M - $8.68M
|
959K
$73.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108K- 8.08% |
$8.17M - $9.17M
|
1.23M
$93.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-114K- 16.87% |
$8.66M - $9.72M
|
564K
$43.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-279K- 6.08% |
$21.1M - $23.7M
|
4.31M
$329M
|