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 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-681- 18.72% |
$45.8K - $54.8K
|
2.96K
$226K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-688- 9.2% |
$46.2K - $55.3K
|
6.79K
$518K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-705- 19.5% |
$47.4K - $56.7K
|
2.91K
$222K
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-705- 8.29% |
$47.4K - $56.7K
|
7.8K
$595K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-793- 16.98% |
$53.3K - $63.8K
|
3.88K
$296K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-868Closed |
$58.3K - $69.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-884- 3.55% |
$59.4K - $71.1K
|
24K
$1.83M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-955- 22.06% |
$64.2K - $76.8K
|
3.38K
$258K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.07K- 25.48% |
$71.8K - $85.9K
|
3.12K
$238K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.1K- 5.32% |
$74.1K - $88.7K
|
19.6K
$1.5M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.14K- 39.41% |
$76.8K - $91.9K
|
1.76K
$134K
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.18K- 18.36% |
$79.4K - $95.1K
|
5.26K
$401K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.23K- 53.52% |
$82.3K - $98.6K
|
1.06K
$81.2K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.23K- 3.79% |
$82.9K - $99.3K
|
31.3K
$2.39M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.29K- 9.58% |
$86.8K - $104K
|
12.2K
$931K
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.34KClosed |
$90.1K - $108K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.51K- 32.2% |
$101K - $121K
|
3.18K
$242K
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-1.64KClosed |
$110K - $132K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.67K- 0.18% |
$113K - $135K
|
948K
$72.4M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.69K- 5.46% |
$114K - $136K
|
29.3K
$2.23M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73K- 45.66% |
$116K - $139K
|
2.06K
$157K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 49.87% |
$121K - $144K
|
1.8K
$138K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.82K- 17.32% |
$122K - $147K
|
8.7K
$664K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.89K- 7.21% |
$127K - $152K
|
24.4K
$1.86M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.9K- 27.05% |
$127K - $153K
|
5.11K
$390K
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.94K- 4.26% |
$131K - $156K
|
43.6K
$3.33M
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 7.22% |
$131K - $157K
|
25K
$1.91M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.98K- 4.98% |
$133K - $159K
|
37.8K
$2.88M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 3.99% |
$134K - $160K
|
47.9K
$3.66M
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 71.88% |
$134K - $160K
|
780
$59.5K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.07K- 25.8% |
$139K - $166K
|
5.95K
$454K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.08K- 10.0% |
$139K - $167K
|
18.7K
$1.42M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.25K- 1.87% |
$151K - $181K
|
118K
$9M
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.36K- 6.36% |
$159K - $190K
|
34.8K
$2.66M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.56K- 19.96% |
$172K - $206K
|
10.3K
$782K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.57KClosed |
$173K - $207K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-2.6KClosed |
$175K - $209K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.61KClosed |
$175K - $210K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-2.61KClosed |
$175K - $210K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.66KClosed |
$179K - $214K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$180K - $215K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-2.68KClosed |
$180K - $216K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.72KClosed |
$183K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 33.82% |
$190K - $228K
|
5.54K
$423K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.86KClosed |
$192K - $230K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.89K- 42.68% |
$194K - $233K
|
3.88K
$296K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.96KClosed |
$199K - $238K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.97KClosed |
$200K - $239K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-3.01KClosed |
$202K - $242K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.01KClosed |
$203K - $242K
|
0
$0
|