Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGD)
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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.33KNew |
$267K - $323K
|
4.33K
$339K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.23KNew |
$261K - $316K
|
4.23K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.21KNew |
$259K - $314K
|
4.21K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.19K+ 4.67% |
$259K - $313K
|
94K
$7.36M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.18K+ 13.84% |
$258K - $312K
|
34.4K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.15K+ 77.31% |
$256K - $310K
|
9.52K
$745K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.12K+ 0.69% |
$254K - $307K
|
604K
$47.3M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.11K+ 65.2% |
$253K - $307K
|
10.4K
$814K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.09K+ 108.12% |
$252K - $305K
|
7.87K
$616K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 16.7% |
$238K - $288K
|
27K
$2.11M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.83K+ 12.61% |
$236K - $286K
|
34.2K
$2.68M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.79K+ 43.27% |
$234K - $283K
|
12.6K
$982K
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.72KNew |
$229K - $278K
|
3.72K
$291K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.7K+ 35.11% |
$228K - $276K
|
14.2K
$1.11M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.69K+ 89.46% |
$227K - $275K
|
7.8K
$611K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.68KNew |
$227K - $274K
|
3.68K
$288K
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.62KNew |
$223K - $270K
|
3.62K
$283K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.56KNew |
$220K - $266K
|
3.56K
$279K
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
3.56KNew |
$219K - $266K
|
3.56K
$278K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54K+ 16.58% |
$218K - $264K
|
24.9K
$1.95M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 21.15% |
$209K - $253K
|
19.4K
$1.52M
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
3.35K+ 38.26% |
$206K - $250K
|
12.1K
$947K
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$206K - $250K
|
3.35K
$262K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.33K+ 3.68% |
$205K - $249K
|
93.8K
$7.34M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.25K+ 13.52% |
$200K - $242K
|
27.3K
$2.13M
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
3.23K+ 41.83% |
$199K - $241K
|
10.9K
$857K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
3.22KNew |
$199K - $241K
|
3.22K
$252K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.15K+ 7.97% |
$194K - $235K
|
42.7K
$3.34M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
3.14K+ 294.83% |
$193K - $234K
|
4.2K
$329K
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
2.91K+ 15.55% |
$179K - $217K
|
21.6K
$1.69M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 11.51% |
$174K - $211K
|
27.4K
$2.14M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.78K+ 38.22% |
$172K - $208K
|
10.1K
$788K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.73K+ 827.27% |
$168K - $204K
|
3.06K
$239K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.62K+ 18.42% |
$161K - $195K
|
16.8K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.56K+ 31.44% |
$158K - $191K
|
10.7K
$839K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.55K+ 3.06% |
$157K - $190K
|
85.9K
$6.72M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.5K+ 9.6% |
$154K - $187K
|
28.6K
$2.24M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 32.52% |
$154K - $186K
|
10.2K
$796K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 14.62% |
$153K - $185K
|
19.5K
$1.52M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
2.47K+ 70.32% |
$152K - $185K
|
5.99K
$469K
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.47K+ 20.41% |
$152K - $185K
|
14.6K
$1.14M
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.41K+ 2.56% |
$148K - $180K
|
96.5K
$7.55M
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.33K+ 85.71% |
$143K - $174K
|
5.04K
$395K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.3K+ 9.44% |
$142K - $172K
|
26.7K
$2.09M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.3K+ 5.34% |
$142K - $172K
|
45.4K
$3.55M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.28KNew |
$140K - $170K
|
2.28K
$178K
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.21K+ 17.89% |
$136K - $165K
|
14.6K
$1.14M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.02K+ 36.78% |
$124K - $150K
|
7.49K
$586K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.01K+ 5.94% |
$124K - $150K
|
35.8K
$2.8M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.99K+ 33.13% |
$123K - $149K
|
8K
$626K
|