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 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
150+ 1.8% |
$9.25K - $11.2K
|
8.47K
$660K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
148+ 3.03% |
$9.12K - $11.1K
|
5.04K
$393K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
144+ 553.85% |
$8.88K - $10.8K
|
170
$13.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142+ 7.87% |
$8.75K - $10.6K
|
1.95K
$152K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 3.47% |
$8.63K - $10.5K
|
4.18K
$326K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
135+ 1.71% |
$8.32K - $10.1K
|
8.05K
$627K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
132+ 1.52% |
$8.14K - $9.86K
|
8.83K
$688K
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
129New |
$7.95K - $9.63K
|
129
$10.1K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
124+ 4.04% |
$7.64K - $9.26K
|
3.19K
$249K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
122+ 11.78% |
$7.52K - $9.11K
|
1.16K
$90.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
116+ 0.49% |
$7.15K - $8.66K
|
23.8K
$1.86M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
112+ 4.98% |
$6.9K - $8.36K
|
2.36K
$184K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
110+ 1.93% |
$6.78K - $8.21K
|
5.82K
$454K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
94+ 2.14% |
$5.79K - $7.02K
|
4.48K
$349K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
91+ 0.43% |
$5.61K - $6.79K
|
21.3K
$1.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
87+ 1.78% |
$5.36K - $6.5K
|
4.99K
$389K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
86+ 1.35% |
$5.3K - $6.42K
|
6.43K
$502K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
82New |
$5.05K - $6.12K
|
82
$6.39K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
78+ 7.31% |
$4.81K - $5.82K
|
1.15K
$89.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
72+ 0.2% |
$4.44K - $5.38K
|
35.3K
$2.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
67New |
$4.13K - $5K
|
67
$5.22K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
67+ 5.58% |
$4.13K - $5K
|
1.27K
$98.9K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
62+ 1.44% |
$3.82K - $4.63K
|
4.37K
$341K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 0.61% |
$3.64K - $4.41K
|
9.74K
$759K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
58New |
$3.58K - $4.33K
|
58
$4.52K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
49New |
$3.02K - $3.66K
|
49
$3.82K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 1.3% |
$2.65K - $3.21K
|
3.34K
$260K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
43+ 0.46% |
$2.65K - $3.21K
|
9.37K
$731K
|
|
|
Aug 10, 2022
Q2 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
42+ 0.76% |
$2.59K - $3.14K
|
5.58K
$435K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
36+ 0.14% |
$2.22K - $2.69K
|
25K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
35+ 16.43% |
$2.16K - $2.61K
|
248
$19.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35+ 0.18% |
$2.16K - $2.61K
|
19.6K
$1.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34+ 0.66% |
$2.1K - $2.54K
|
5.15K
$401K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
29+ 0.46% |
$1.79K - $2.17K
|
6.32K
$493K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 1.77% |
$1.73K - $2.09K
|
1.61K
$126K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25New |
$1.54K - $1.87K
|
25
$1.95K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.48K - $1.79K
|
24
$1.87K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 2.23% |
$1.23K - $1.49K
|
917
$71.5K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$1.17K - $1.42K
|
19
$1.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 2.96% |
$1.11K - $1.34K
|
627
$48.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 1.84% |
$1.11K - $1.34K
|
995
$77.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 4.41% |
$925 - $1.12K
|
355
$27.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 10.07% |
$863 - $1.05K
|
153
$11.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$678 - $821
|
11
$858
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 2.85% |
$678 - $821
|
397
$31K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11+ 0.29% |
$678 - $821
|
3.78K
$295K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.2% |
$555 - $672
|
4.41K
$344K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.0% |
$493 - $597
|
409
$31.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5+ 0.14% |
$308 - $373
|
3.58K
$279K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$308 - $373
|
5
$390
|