Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.3KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.08M - $1.3M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.5K- 11.54% |
$1.11M - $1.33M
|
127K
$9.67M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.5K- 53.5% |
$1.18M - $1.41M
|
15.2K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-19.3K- 21.39% |
$1.3M - $1.56M
|
71.1K
$5.43M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.6KClosed |
$1.45M - $1.74M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-22.7K- 34.5% |
$1.53M - $1.83M
|
43.1K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.4K- 9.43% |
$1.91M - $2.28M
|
273K
$20.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.4K- 25.13% |
$2.05M - $2.45M
|
90.7K
$6.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 72.68% |
$2.21M - $2.65M
|
12.4K
$946K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-33K- 37.95% |
$2.22M - $2.65M
|
54K
$4.12M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-34.8K- 34.06% |
$2.34M - $2.8M
|
67.4K
$5.14M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-36.3K- 56.27% |
$2.44M - $2.92M
|
28.2K
$2.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-36.3K- 10.51% |
$2.44M - $2.92M
|
309K
$23.6M
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-40.6K- 14.02% |
$2.73M - $3.27M
|
249K
$19M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-45KClosed |
$3.03M - $3.62M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-47.9KClosed |
$3.22M - $3.85M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.6K- 35.08% |
$4.21M - $5.04M
|
116K
$8.85M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71.9K- 48.86% |
$4.83M - $5.79M
|
75.3K
$5.75M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.8K- 16.29% |
$4.9M - $5.86M
|
374K
$28.6M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 2.31% |
$7.62M - $9.12M
|
4.8M
$366M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-117K- 2.59% |
$7.86M - $9.4M
|
4.4M
$336M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-311K- 77.6% |
$20.9M - $25M
|
89.8K
$6.85M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-323K- 11.65% |
$21.7M - $26M
|
2.45M
$187M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-343K- 98.54% |
$23M - $27.6M
|
5.06K
$386K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-399K- 77.87% |
$26.8M - $32.1M
|
113K
$8.65M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-479K- 57.83% |
$32.2M - $38.5M
|
349K
$26.7M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-982K- 6.4% |
$66M - $79M
|
14.4M
$1.1B
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.16M- 28.87% |
$78.3M - $93.7M
|
2.87M
$219M
|