Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 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
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
134
+ 46.21%
$12.1K - $14.1K
424 $54.2K
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
125
+ 3.06%
$11.2K - $13.2K
4.21K $538K
Jan 24, 2024 Q4 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
116
+ 0.78%
$10.4K - $12.2K
15.1K $1.93M
Jan 08, 2024 Q4 2023
Parkside Advisors LLC

BUY
 -
115
+ 0.16%
$10.3K - $12.1K
70.6K $9.02M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
99
+ 282.86%
$8.91K - $10.4K
134 $17.1K
Jan 18, 2024 Q4 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
97
+ 0.75%
$8.73K - $10.2K
13K $1.66M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
94
New
$8.46K - $9.89K
94 $12K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
93
+ 0.8%
$8.37K - $9.79K
11.8K $1.51M
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
89
+ 2.7%
$8.01K - $9.37K
3.38K $432K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
88
+ 9.59%
$7.92K - $9.26K
1.01K $129K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
87
+ 2.92%
$7.83K - $9.16K
3.07K $392K
Jan 17, 2024 Q4 2023
Professional Financial Advisors, LLC

BUY
 -
84
+ 3.22%
$7.56K - $8.84K
2.7K $344K
Jan 23, 2024 Q4 2023
Midwest Heritage Bank, Fsb

BUY
 -
79
+ 0.5%
$7.11K - $8.31K
15.7K $2.01M
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
77
+ 0.89%
$6.93K - $8.1K
8.7K $1.11M
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
72
+ 1.39%
$6.48K - $7.58K
5.27K $673K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
69
+ 1725.0%
$6.21K - $7.26K
73 $9.33K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
66
+ 0.75%
$5.94K - $6.95K
8.92K $1.14M
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
66
+ 4.63%
$5.94K - $6.95K
1.49K $191K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
64
New
$5.76K - $6.74K
64 $8.18K
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
64
+ 1.49%
$5.76K - $6.74K
4.36K $558K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
58
New
$5.22K - $6.1K
58 $7.41K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
57
New
$5.13K - $6K
57 $7.29K
Feb 01, 2024 Q4 2023
Pds Planning, Inc

BUY
 -
57
+ 2.16%
$5.13K - $6K
2.7K $345K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
55
New
$4.95K - $5.79K
55 $7.03K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
55
New
$4.95K - $5.79K
55 $7.03K
Jan 23, 2024 Q4 2023
White Lighthouse Investment Management Inc.

BUY
 -
55
+ 0.3%
$4.95K - $5.79K
18.5K $2.36M
Jan 18, 2024 Q4 2023
Pettinga Financial Advisors, LLC

BUY
 -
48
+ 0.93%
$4.32K - $5.05K
5.21K $666K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
48
+ 0.55%
$4.32K - $5.05K
8.85K $1.13M
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
45
+ 0.62%
$4.05K - $4.74K
7.27K $929K
Feb 08, 2024 Q4 2023
Jordan Park Group LLC

BUY
 -
42
+ 0.29%
$3.78K - $4.42K
14.5K $1.85M
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
37
+ 0.74%
$3.33K - $3.89K
5.04K $644K
Jan 10, 2024 Q4 2023
Scott Capital Advisors, LLC

BUY
 -
36
+ 0.22%
$3.24K - $3.79K
16.6K $2.12M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
34
+ 0.34%
$3.06K - $3.58K
9.91K $1.27M
Jan 26, 2024 Q4 2023
Mendel Capital Management LLC

BUY
 -
32
+ 0.22%
$2.88K - $3.37K
14.7K $1.87M
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
32
+ 0.26%
$2.88K - $3.37K
12.4K $1.59M
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
31
+ 2.65%
$2.79K - $3.26K
1.2K $153K
Jan 23, 2024 Q4 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
31
+ 0.73%
$2.79K - $3.26K
4.26K $545K
Jan 18, 2024 Q4 2023
Gen Trust, LLC

BUY
 -
31
+ 0.21%
$2.79K - $3.26K
14.8K $1.89M
Jan 10, 2024 Q4 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
29
+ 0.48%
$2.61K - $3.05K
6.12K $782K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
29
+ 4.62%
$2.61K - $3.05K
657 $84K
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
27
+ 0.75%
$2.43K - $2.84K
3.62K $463K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
27
+ 0.33%
$2.43K - $2.84K
8.33K $1.07M
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
27
New
$2.43K - $2.84K
27 $3.45K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
25
+ 11.11%
$2.25K - $2.63K
250 $32K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
23
+ 10.5%
$2.07K - $2.42K
242 $30.9K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
21
+ 53.85%
$1.89K - $2.21K
60 $7.67K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
21
+ 65.63%
$1.89K - $2.21K
53 $6.77K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
15
+ 0.74%
$1.35K - $1.58K
2.04K $260K
Jan 18, 2024 Q4 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
15
+ 0.4%
$1.35K - $1.58K
3.8K $486K

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