Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 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
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
14.3K
New
$879K - $1.06M
14.3K $1.17M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
13.9K
+ 71.31%
$857K - $1.04M
33.4K $2.73M
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
13.9K
+ 17.88%
$856K - $1.04M
91.6K $7.5M
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
13.6K
+ 35.03%
$838K - $1.02M
52.4K $4.29M
Aug 08, 2022 Q2 2022
Dohj, LLC

Seattle, WA
BUY
 -
13.6K
+ 90.7%
$838K - $1.01M
28.6K $2.34M
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
13.3K
+ 27.79%
$821K - $994K
61.2K $5.01M
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

BUY
 -
13.2K
+ 30.17%
$812K - $983K
56.8K $4.65M
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

BUY
 -
12.4K
+ 22.34%
$767K - $929K
68.2K $5.58M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
12.4K
+ 41.2%
$762K - $923K
42.4K $3.47M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
11.9K
+ 8.98%
$736K - $891K
145K $11.9M
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
11.6K
+ 28.74%
$714K - $865K
51.9K $4.25M
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

BUY
 -
11.4K
+ 9.69%
$704K - $853K
129K $10.6M
Aug 11, 2022 Q2 2022
Ulrich Consultants & Investment Group, LLC

Albuquerque, NM
BUY
 -
10.9K
New
$673K - $815K
10.9K $894K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
10.8K
New
$665K - $806K
10.8K $884K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
10.7K
+ 316.0%
$657K - $796K
14K $1.15M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
9.7K
+ 7.23%
$598K - $725K
144K $11.8M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
9.31K
+ 16.99%
$574K - $695K
64.1K $5.25M
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
8.79K
+ 4.61%
$542K - $656K
199K $16.3M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.5K
+ 2.88%
$524K - $635K
304K $24.9M
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
8.38K
+ 289.59%
$516K - $625K
11.3K $922K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
7.89K
+ 0.35%
$486K - $589K
2.27M $186M
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
7.87K
New
$485K - $587K
7.87K $644K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7.68K
New
$473K - $573K
7.68K $629K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.46K
New
$460K - $557K
7.46K $611K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
7.09K
+ 44.55%
$437K - $530K
23K $1.88M
Jul 22, 2022 Q2 2022
Howland Capital Management LLC

BUY
 -
7.06K
+ 2.8%
$435K - $527K
259K $21.2M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

BUY
 -
6.81K
+ 33.27%
$420K - $508K
27.3K $2.23M
Jul 21, 2022 Q2 2022
Rtd Financial Advisors, Inc.

BUY
 -
6.72K
+ 34.49%
$414K - $502K
26.2K $2.15M
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

BUY
 -
6.36K
New
$392K - $475K
6.36K $521K
Aug 12, 2022 Q2 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
6.2K
+ 16.99%
$382K - $463K
42.7K $3.49M
Jul 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

BUY
 -
6.18K
+ 32.44%
$381K - $462K
25.2K $2.07M
Jul 12, 2022 Q2 2022
Jordan Park Group LLC

BUY
 -
6.16K
New
$380K - $460K
6.16K $505K
Jul 14, 2022 Q2 2022
Windsor Capital Management, LLC

BUY
 -
5.81K
+ 4.4%
$358K - $434K
138K $11.3M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.63K
+ 28.6%
$347K - $421K
25.3K $2.07M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
5.45K
+ 171.65%
$336K - $407K
8.63K $706K
Aug 08, 2022 Q2 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
5.38K
+ 94.57%
$331K - $402K
11.1K $906K
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.18K
+ 17.13%
$319K - $386K
35.4K $2.9M
Jul 20, 2022 Q2 2022
Neumann Capital Management, LLC

BUY
 -
5.13K
+ 33.79%
$316K - $383K
20.3K $1.66M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
5.08K
+ 80.41%
$313K - $379K
11.4K $933K
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
4.97K
New
$306K - $371K
4.97K $407K
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
4.95K
+ 8.99%
$305K - $370K
60K $4.91M
Jul 27, 2022 Q2 2022
Levy Wealth Management Group, LLC

BUY
 -
4.95K
+ 61.88%
$305K - $370K
12.9K $1.06M
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
4.83K
+ 24.89%
$297K - $360K
24.2K $1.98M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.76K
+ 16.0%
$293K - $355K
34.5K $2.82M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

BUY
 -
4.67K
New
$288K - $349K
4.67K $382K
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
4.6K
+ 77.8%
$283K - $343K
10.5K $860K
Jul 20, 2022 Q2 2022
Eastern Bank

BUY
 -
4.57K
+ 6.5%
$282K - $341K
74.9K $6.13M
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
4.4K
New
$271K - $329K
4.4K $360K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
4.37K
+ 4.42%
$270K - $327K
103K $8.46M

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