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
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.85K+ 28.97% |
$192K - $230K
|
12.7K
$970K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84KNew |
$191K - $229K
|
2.84K
$217K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.82K+ 27.58% |
$189K - $227K
|
13K
$995K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.74KNew |
$184K - $221K
|
2.74K
$209K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.59K+ 13.4% |
$174K - $208K
|
21.9K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.57K+ 10.59% |
$173K - $207K
|
26.9K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
2.56K+ 7.46% |
$172K - $206K
|
36.9K
$2.81M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.38K+ 20.72% |
$160K - $191K
|
13.8K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.35K+ 64.18% |
$158K - $189K
|
6.01K
$459K
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
2.29K+ 32.03% |
$154K - $184K
|
9.43K
$720K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.25K+ 51.52% |
$151K - $181K
|
6.61K
$504K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.23K+ 21.95% |
$150K - $179K
|
12.4K
$944K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.22K+ 2.94% |
$149K - $178K
|
77.7K
$5.93M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.21K+ 13.11% |
$149K - $178K
|
19.1K
$1.45M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.2K+ 61.9% |
$148K - $177K
|
5.76K
$440K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.18K+ 59.69% |
$147K - $175K
|
5.83K
$445K
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.11K+ 32.01% |
$142K - $170K
|
8.71K
$665K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 27.84% |
$135K - $161K
|
9.21K
$703K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.88K+ 7.76% |
$126K - $151K
|
26.1K
$1.99M
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.85K+ 8.47% |
$124K - $149K
|
23.7K
$1.81M
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 44.13% |
$118K - $141K
|
5.73K
$437K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.75K+ 27.91% |
$117K - $140K
|
8K
$610K
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.71K+ 26.66% |
$115K - $138K
|
8.14K
$621K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.6K+ 30.84% |
$107K - $128K
|
6.78K
$517K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58KNew |
$106K - $127K
|
1.58K
$121K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.55K+ 8.62% |
$104K - $125K
|
19.5K
$1.49M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.54K+ 3.66% |
$104K - $124K
|
43.8K
$3.34M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.53K+ 669.43% |
$103K - $123K
|
1.76K
$134K
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.5K+ 33.98% |
$101K - $121K
|
5.92K
$451K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.44K+ 29.94% |
$97K - $116K
|
6.26K
$478K
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
1.4K+ 46.89% |
$94.3K - $113K
|
4.4K
$335K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.39KNew |
$93.1K - $111K
|
1.39K
$106K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.38K+ 2.77% |
$92.5K - $111K
|
51K
$3.89M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.37K+ 33.41% |
$92.2K - $110K
|
5.48K
$418K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.37K+ 9.32% |
$91.9K - $110K
|
16K
$1.22M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 18.51% |
$90.7K - $109K
|
8.64K
$659K
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.33K+ 4.06% |
$89.5K - $107K
|
34.1K
$2.6M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.3K+ 21.33% |
$87.3K - $105K
|
7.39K
$564K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.29K+ 2080.65% |
$86.7K - $104K
|
1.35K
$103K
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.25K+ 4.39% |
$84.2K - $101K
|
29.8K
$2.28M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2KNew |
$80.7K - $96.6K
|
1.2K
$91.7K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.15K+ 85.71% |
$77.4K - $92.7K
|
2.5K
$190K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 35.64% |
$70.7K - $84.6K
|
4K
$306K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.04KNew |
$69.6K - $83.3K
|
1.04K
$79.1K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 3.87% |
$68.6K - $82.1K
|
27.4K
$2.09M
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
997+ 4.23% |
$67K - $80.2K
|
24.6K
$1.87M
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
985+ 32.24% |
$66.2K - $79.2K
|
4.04K
$308K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
976New |
$65.6K - $78.5K
|
976
$74.5K
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
929+ 6.35% |
$62.4K - $74.7K
|
15.6K
$1.19M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
928+ 35.83% |
$62.4K - $74.7K
|
3.52K
$268K
|