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
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.03K- 15.83% |
$203K - $243K
|
16.1K
$1.23M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-3.05K- 12.59% |
$205K - $246K
|
21.2K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.07K- 31.63% |
$206K - $247K
|
6.62K
$506K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.11K- 36.92% |
$209K - $250K
|
5.31K
$405K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.14K- 27.82% |
$211K - $253K
|
8.16K
$622K
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.24K- 17.2% |
$218K - $260K
|
15.6K
$1.19M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.27KClosed |
$220K - $263K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.32KClosed |
$223K - $267K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.47KClosed |
$233K - $279K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.69KClosed |
$248K - $297K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.71K- 45.73% |
$249K - $298K
|
4.4K
$336K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-3.8K- 26.89% |
$255K - $306K
|
10.3K
$788K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 48.98% |
$264K - $316K
|
4.09K
$312K
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-3.97K- 45.79% |
$267K - $319K
|
4.7K
$358K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.17KClosed |
$280K - $335K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.23K- 59.73% |
$284K - $340K
|
2.85K
$217K
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.37KClosed |
$294K - $352K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.38K- 22.13% |
$294K - $352K
|
15.4K
$1.17M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.44KClosed |
$298K - $357K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.51K- 4.25% |
$303K - $362K
|
102K
$7.75M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.59K- 50.13% |
$309K - $370K
|
4.57K
$349K
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-4.79KClosed |
$322K - $385K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.81KClosed |
$323K - $387K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.83K- 26.83% |
$325K - $389K
|
13.2K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.86K- 48.02% |
$327K - $391K
|
5.26K
$402K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.09K- 43.0% |
$342K - $410K
|
6.75K
$515K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.52K- 41.83% |
$371K - $444K
|
7.68K
$586K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.54K- 24.6% |
$373K - $446K
|
17K
$1.3M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.6K- 42.2% |
$376K - $450K
|
7.66K
$585K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.85K- 2.88% |
$393K - $471K
|
197K
$15.1M
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-6.1K- 5.84% |
$410K - $490K
|
98.3K
$7.51M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6.35KClosed |
$427K - $511K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-6.39K- 95.09% |
$429K - $514K
|
330
$25.2K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.7K- 23.87% |
$450K - $539K
|
21.4K
$1.63M
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.88K- 30.77% |
$462K - $553K
|
15.5K
$1.18M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-7.7KClosed |
$518K - $619K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.25K- 56.28% |
$554K - $664K
|
6.41K
$489K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.58K- 8.96% |
$577K - $690K
|
87.2K
$6.65M
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.66KClosed |
$649K - $777K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.2KClosed |
$686K - $821K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.8KClosed |
$728K - $871K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-12.1K- 49.99% |
$814K - $974K
|
12.1K
$925K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12.4K- 64.69% |
$830K - $994K
|
6.74K
$515K
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-12.5K- 25.46% |
$840K - $1.01M
|
36.6K
$2.79M
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-12.7KClosed |
$851K - $1.02M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-13KClosed |
$872K - $1.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 40.51% |
$930K - $1.11M
|
20.3K
$1.55M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.9KClosed |
$931K - $1.11M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 47.38% |
$968K - $1.16M
|
16K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-14.4K- 99.89% |
$970K - $1.16M
|
16
$1.22K
|