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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-44- 0.81% |
$2.96K - $3.54K
|
5.37K
$410K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 1.97% |
$3.02K - $3.62K
|
2.24K
$171K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48Closed |
$3.23K - $3.86K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-49- 0.52% |
$3.29K - $3.94K
|
9.45K
$722K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56Closed |
$3.76K - $4.51K
|
0
$0
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-61- 49.19% |
$4.1K - $4.91K
|
63
$4.81K
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-65- 1.07% |
$4.37K - $5.23K
|
6.02K
$459K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 0.97% |
$4.7K - $5.63K
|
7.18K
$548K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-83- 48.82% |
$5.58K - $6.68K
|
87
$6.64K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-95Closed |
$6.38K - $7.64K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-98- 0.32% |
$6.59K - $7.88K
|
30.6K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100Closed |
$6.72K - $8.05K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-125Closed |
$8.4K - $10.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-144- 2.65% |
$9.68K - $11.6K
|
5.28K
$403K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-152- 2.7% |
$10.2K - $12.2K
|
5.49K
$419K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-161Closed |
$10.8K - $13K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-164- 1.31% |
$11K - $13.2K
|
12.3K
$940K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-182Closed |
$12.2K - $14.6K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-185Closed |
$12.4K - $14.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-198Closed |
$13.3K - $15.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-198Closed |
$13.3K - $15.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-201- 1.66% |
$13.5K - $16.2K
|
11.9K
$912K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-206- 4.22% |
$13.8K - $16.6K
|
4.68K
$357K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-221- 2.23% |
$14.9K - $17.8K
|
9.71K
$741K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-244- 5.68% |
$16.4K - $19.6K
|
4.05K
$309K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-270- 38.3% |
$18.1K - $21.7K
|
435
$33.2K
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-294- 2.88% |
$19.8K - $23.7K
|
9.9K
$755K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-304- 1.31% |
$20.4K - $24.5K
|
22.8K
$1.74M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-320- 1.31% |
$21.5K - $25.7K
|
24.1K
$1.84M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-334- 15.81% |
$22.4K - $26.9K
|
1.78K
$136K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-344- 12.6% |
$23.1K - $27.7K
|
2.39K
$182K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-345- 8.13% |
$23.2K - $27.8K
|
3.9K
$297K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-353- 42.94% |
$23.7K - $28.4K
|
469
$35.8K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-355- 6.01% |
$23.9K - $28.6K
|
5.55K
$423K
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-370- 3.82% |
$24.9K - $29.8K
|
9.33K
$712K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-379- 4.86% |
$25.5K - $30.5K
|
7.42K
$567K
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-382- 0.42% |
$25.7K - $30.7K
|
89.8K
$6.85M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-401- 7.58% |
$27K - $32.3K
|
4.89K
$373K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-414- 54.33% |
$27.8K - $33.3K
|
348
$26.6K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-425Closed |
$28.6K - $34.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-442- 0.16% |
$29.7K - $35.6K
|
272K
$20.8M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-477- 8.08% |
$32.1K - $38.4K
|
5.43K
$414K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-512- 2.67% |
$34.4K - $41.2K
|
18.6K
$1.42M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-521- 3.17% |
$35K - $41.9K
|
15.9K
$1.22M
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-539- 14.61% |
$36.2K - $43.4K
|
3.15K
$240K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-596Closed |
$40.1K - $47.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-627Closed |
$42.1K - $50.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-636- 5.92% |
$42.7K - $51.2K
|
10.1K
$772K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-667Closed |
$44.8K - $53.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-675Closed |
$45.4K - $54.3K
|
0
$0
|