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 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.91KNew |
$397K - $475K
|
5.91K
$451K
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.77K+ 61.32% |
$388K - $464K
|
15.2K
$1.16M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.76K+ 4.56% |
$387K - $463K
|
132K
$10.1M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.46K+ 58.47% |
$367K - $439K
|
14.8K
$1.13M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
5.4K+ 160.95% |
$363K - $434K
|
8.76K
$668K
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.22KNew |
$351K - $420K
|
5.22K
$398K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 34.81% |
$342K - $409K
|
19.7K
$1.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.94K+ 6.07% |
$332K - $398K
|
86.4K
$6.59M
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4.92K+ 5.1% |
$331K - $396K
|
101K
$7.74M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.88K+ 1.4% |
$328K - $393K
|
354K
$27M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$314K - $376K
|
4.67K
$356K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
4.65K+ 1.82% |
$312K - $374K
|
260K
$19.9M
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.59K+ 25.77% |
$309K - $369K
|
22.4K
$1.71M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.54KNew |
$305K - $365K
|
4.54K
$347K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.44K+ 4.95% |
$298K - $357K
|
94.1K
$7.18M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.16K+ 11.77% |
$279K - $334K
|
39.5K
$3.01M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.13K+ 26.79% |
$277K - $332K
|
19.5K
$1.49M
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4.12KNew |
$277K - $331K
|
4.12K
$314K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.9K+ 32.21% |
$262K - $314K
|
16K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.87K+ 14.2% |
$260K - $311K
|
31.1K
$2.37M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.81K+ 14.42% |
$256K - $306K
|
30.2K
$2.31M
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.77KNew |
$254K - $304K
|
3.77K
$288K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.77K+ 47.09% |
$254K - $303K
|
11.8K
$899K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.66K+ 7.16% |
$246K - $295K
|
54.8K
$4.18M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.64K+ 10.15% |
$245K - $293K
|
39.5K
$3.02M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.53K+ 23.37% |
$237K - $284K
|
18.6K
$1.42M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.49KNew |
$234K - $280K
|
3.49K
$266K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.43K+ 4.29% |
$231K - $276K
|
83.3K
$6.36M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.42K+ 4.81% |
$230K - $275K
|
74.5K
$5.69M
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.42K+ 936.44% |
$230K - $275K
|
3.78K
$289K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.41K+ 31.58% |
$229K - $274K
|
14.2K
$1.08M
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.37K+ 64.25% |
$227K - $271K
|
8.63K
$658K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.36K+ 30.3% |
$225K - $270K
|
14.4K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.31KNew |
$223K - $267K
|
3.31K
$253K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.31K+ 20.59% |
$222K - $266K
|
19.4K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.29K+ 66.26% |
$221K - $265K
|
8.25K
$630K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.29K+ 66.26% |
$221K - $265K
|
8.25K
$630K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.28K+ 16.55% |
$220K - $264K
|
23.1K
$1.76M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.26KNew |
$219K - $262K
|
3.26K
$248K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.2K+ 5245.9% |
$215K - $257K
|
3.26K
$249K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.19KNew |
$214K - $257K
|
3.19K
$243K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.16K+ 42.78% |
$212K - $254K
|
10.5K
$804K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.09K+ 80.76% |
$208K - $249K
|
6.92K
$528K
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.09KNew |
$208K - $249K
|
3.09K
$236K
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
3.08KNew |
$207K - $247K
|
3.08K
$235K
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.97K+ 9.75% |
$199K - $239K
|
33.4K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.92K+ 8.71% |
$196K - $235K
|
36.5K
$2.78M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.9KNew |
$195K - $233K
|
2.9K
$221K
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.89KNew |
$194K - $233K
|
2.89K
$221K
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
2.89KNew |
$194K - $233K
|
2.89K
$221K
|