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 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-398- 2.14% |
$24.5K - $29.7K
|
18.2K
$1.42M
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-428- 9.34% |
$26.4K - $32K
|
4.15K
$324K
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-445- 7.4% |
$27.4K - $33.2K
|
5.57K
$434K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-447- 7.66% |
$27.6K - $33.4K
|
5.39K
$420K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-451- 6.81% |
$27.8K - $33.7K
|
6.17K
$481K
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-463- 1.48% |
$28.5K - $34.6K
|
30.8K
$2.4M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-467- 7.01% |
$28.8K - $34.9K
|
6.19K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-483- 8.72% |
$29.8K - $36.1K
|
5.06K
$394K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-555- 29.3% |
$34.2K - $41.4K
|
1.34K
$104K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-582- 4.12% |
$35.9K - $43.5K
|
13.6K
$1.06M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-582- 9.79% |
$35.9K - $43.5K
|
5.37K
$418K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-603- 3.76% |
$37.2K - $45K
|
15.4K
$1.2M
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-641- 16.91% |
$39.5K - $47.9K
|
3.15K
$246K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-686Closed |
$42.3K - $51.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-690- 3.7% |
$42.5K - $51.5K
|
18K
$1.4M
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-692- 1.9% |
$42.7K - $51.7K
|
35.8K
$2.79M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-764- 14.54% |
$47.1K - $57K
|
4.49K
$350K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-764- 11.56% |
$47.1K - $57K
|
5.84K
$456K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-780Closed |
$48.1K - $58.2K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-942- 12.87% |
$58.1K - $70.3K
|
6.38K
$497K
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.01K- 9.55% |
$61.9K - $75K
|
9.52K
$743K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.02K- 13.34% |
$63K - $76.3K
|
6.64K
$518K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.03K- 15.25% |
$63.4K - $76.8K
|
5.71K
$446K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 11.96% |
$63.7K - $77.1K
|
7.61K
$593K
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.13K- 14.95% |
$69.3K - $84K
|
6.4K
$499K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.14K- 7.47% |
$70.1K - $84.9K
|
14.1K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.17K- 29.89% |
$71.8K - $87K
|
2.73K
$213K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.17K- 48.41% |
$72.1K - $87.3K
|
1.25K
$97.2K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 8.51% |
$73.2K - $88.7K
|
12.8K
$996K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 12.68% |
$80.1K - $97.1K
|
8.95K
$698K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.3K- 19.21% |
$80.2K - $97.1K
|
5.47K
$427K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.31K- 74.23% |
$80.6K - $97.7K
|
454
$35.4K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35KClosed |
$83.3K - $101K
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.37K- 21.83% |
$84.3K - $102K
|
4.9K
$382K
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.37K- 14.51% |
$84.6K - $102K
|
8.08K
$630K
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.42K- 1.44% |
$87.4K - $106K
|
96.9K
$7.56M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.46K- 6.67% |
$90.2K - $109K
|
20.5K
$1.6M
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 35.38% |
$98.8K - $120K
|
2.93K
$228K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.73K- 1.76% |
$107K - $129K
|
96.7K
$7.54M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$108K - $131K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.77K- 11.47% |
$109K - $132K
|
13.6K
$1.06M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 19.51% |
$122K - $147K
|
8.14K
$635K
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.06K- 24.58% |
$127K - $154K
|
6.31K
$492K
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.07K- 14.2% |
$127K - $154K
|
12.5K
$973K
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.2K- 15.6% |
$136K - $164K
|
11.9K
$928K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 32.98% |
$140K - $170K
|
4.62K
$360K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.47K- 3.7% |
$152K - $185K
|
64.4K
$5.02M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 17.67% |
$159K - $193K
|
12K
$937K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$169K - $205K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.8KClosed |
$173K - $209K
|
0
$0
|