Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
21+ 0.22% |
$2.38K - $2.65K
|
9.37K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 1.39% |
$2.04K - $2.27K
|
1.32K
$168K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.19% |
$1.82K - $2.02K
|
8.31K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 2.73% |
$1.59K - $1.77K
|
527
$67.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
13+ 0.35% |
$1.47K - $1.64K
|
3.7K
$473K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.19% |
$1.47K - $1.64K
|
6.92K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1200.0% |
$1.36K - $1.51K
|
13
$1.66K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.33% |
$1.36K - $1.51K
|
3.6K
$460K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.41K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11+ 0.35% |
$1.25K - $1.39K
|
3.15K
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.36% |
$1.25K - $1.39K
|
3.07K
$392K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.13K - $1.26K
|
2.93K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.02K - $1.14K
|
8.83K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.36% |
$1.02K - $1.14K
|
2.5K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8+ 0.25% |
$908 - $1.01K
|
3.16K
$404K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.32% |
$908 - $1.01K
|
2.48K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8+ 0.38% |
$908 - $1.01K
|
2.1K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.01% |
$908 - $1.01K
|
118K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.35% |
$908 - $1.01K
|
2.3K
$294K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 0.36% |
$794 - $883
|
1.96K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7+ 0.04% |
$794 - $883
|
19K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 10.61% |
$794 - $883
|
73
$9.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.06% |
$567 - $631
|
8.66K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.4% |
$454 - $505
|
1.01K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.1% |
$454 - $505
|
3.99K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.25% |
$454 - $505
|
1.59K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$454 - $505
|
14.2K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.41% |
$340 - $379
|
734
$93.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $379
|
18.1K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.11% |
$340 - $379
|
2.66K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$227 - $252
|
1.84K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$227 - $252
|
2.38K
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$227 - $252
|
553
$70.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$227 - $252
|
4.96K
$634K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.07% |
$227 - $252
|
2.88K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.67% |
$113 - $126
|
151
$19.3K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.06% |
$113 - $126
|
1.7K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.32% |
$113 - $126
|
307
$39.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.24% |
$113 - $126
|
423
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2- 0.01% |
$227 - $252
|
24.3K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-4- 0.11% |
$454 - $505
|
3.73K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.12% |
$567 - $631
|
4.01K
$512K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.22% |
$681 - $757
|
2.7K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.3% |
$794 - $883
|
2.35K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$1.13K - $1.26K
|
2.62K
$335K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.2% |
$1.25K - $1.39K
|
5.39K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 54.55% |
$1.36K - $1.51K
|
10
$1.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-12- 4.63% |
$1.36K - $1.51K
|
247
$31.6K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-12- 0.09% |
$1.36K - $1.51K
|
13.6K
$1.73M
|