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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$111K - $134K
|
1.8K
$141K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.79K+ 27.92% |
$110K - $134K
|
8.2K
$641K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.78KNew |
$110K - $133K
|
1.78K
$139K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.65K+ 1.84% |
$102K - $123K
|
91.4K
$7.16M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.61K+ 27.62% |
$98.9K - $120K
|
7.42K
$580K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 5.34% |
$97.5K - $118K
|
31.2K
$2.44M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.56K+ 33.29% |
$96.2K - $116K
|
6.25K
$489K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.54K+ 22.82% |
$94.9K - $115K
|
8.29K
$649K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.41K+ 6.37% |
$87.1K - $106K
|
23.6K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.4K+ 16.17% |
$86K - $104K
|
10K
$784K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.39K+ 2.75% |
$85.6K - $104K
|
51.8K
$4.06M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 12.62% |
$80.4K - $97.4K
|
11.6K
$911K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.28K+ 25.3% |
$79K - $95.7K
|
6.35K
$497K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$77.4K - $93.7K
|
1.26K
$98.2K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.24K+ 4.4% |
$76.6K - $92.8K
|
29.5K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.22K+ 31.65% |
$75.3K - $91.2K
|
5.08K
$397K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.19K+ 12.93% |
$73.4K - $88.9K
|
10.4K
$814K
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.16K+ 1.14% |
$71.4K - $86.5K
|
103K
$8.04M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$69.2K - $83.8K
|
1.12K
$87.8K
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09K+ 16.01% |
$66.9K - $81K
|
7.86K
$615K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 1.35% |
$62.3K - $75.4K
|
75.6K
$5.91M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
992+ 12.02% |
$61.1K - $74.1K
|
9.25K
$724K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
992+ 12.02% |
$61.1K - $74.1K
|
9.25K
$724K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
983+ 1.08% |
$60.6K - $73.4K
|
91.7K
$7.18M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
926+ 17.05% |
$57.1K - $69.1K
|
6.36K
$497K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
920+ 15.97% |
$56.7K - $68.7K
|
6.68K
$523K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
914+ 33.12% |
$56.3K - $68.2K
|
3.67K
$288K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
909+ 15.53% |
$56K - $67.9K
|
6.76K
$529K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
903+ 2.85% |
$55.7K - $67.4K
|
32.6K
$2.55M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 136.53% |
$54.4K - $65.9K
|
1.53K
$120K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
862+ 8.36% |
$53.1K - $64.4K
|
11.2K
$875K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
857+ 22.11% |
$52.8K - $64K
|
4.73K
$370K
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
835New |
$51.5K - $62.3K
|
835
$65.3K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
832+ 0.94% |
$51.3K - $62.1K
|
89.7K
$7.02M
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
819+ 18.63% |
$50.5K - $61.2K
|
5.21K
$408K
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
810+ 2.61% |
$49.9K - $60.5K
|
31.9K
$2.5M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
788+ 16.08% |
$48.6K - $58.8K
|
5.69K
$445K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
770+ 10.73% |
$47.5K - $57.5K
|
7.95K
$622K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
768+ 1.97% |
$47.3K - $57.3K
|
39.8K
$3.12M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
759+ 2.06% |
$46.8K - $56.7K
|
37.6K
$2.94M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
757+ 16.56% |
$46.7K - $56.5K
|
5.33K
$417K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
732+ 12.99% |
$45.1K - $54.7K
|
6.37K
$498K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
714+ 13.45% |
$44K - $53.3K
|
6.02K
$471K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
712+ 3.63% |
$43.9K - $53.2K
|
20.3K
$1.59M
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
688+ 8.56% |
$42.4K - $51.4K
|
8.73K
$683K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
653+ 2.32% |
$40.3K - $48.8K
|
28.8K
$2.26M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
649+ 1.64% |
$40K - $48.5K
|
40.1K
$3.14M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
642+ 5.05% |
$39.6K - $47.9K
|
13.3K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
636+ 15.49% |
$39.2K - $47.5K
|
4.74K
$371K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
633+ 19.84% |
$39K - $47.3K
|
3.82K
$299K
|