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 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.82KClosed |
$174K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.83KClosed |
$175K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.85KClosed |
$176K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.88KClosed |
$177K - $215K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.89KClosed |
$178K - $216K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.9KClosed |
$179K - $216K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.91KClosed |
$179K - $217K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 8.73% |
$179K - $217K
|
30.4K
$2.38M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.96KClosed |
$182K - $221K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.02K- 12.19% |
$186K - $225K
|
21.7K
$1.7M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.03KClosed |
$187K - $226K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-3.08KClosed |
$190K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.15KClosed |
$194K - $235K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.2K- 98.13% |
$197K - $239K
|
61
$4.77K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-3.26KClosed |
$201K - $243K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31KClosed |
$204K - $247K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.34K- 49.1% |
$206K - $249K
|
3.46K
$271K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.42KClosed |
$211K - $255K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.98K- 21.2% |
$245K - $297K
|
14.8K
$1.16M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.24K- 25.74% |
$262K - $317K
|
12.2K
$958K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.25KClosed |
$262K - $317K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$269K - $326K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.48K- 8.78% |
$276K - $335K
|
46.5K
$3.64M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.69K- 30.31% |
$289K - $350K
|
10.8K
$844K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.97K- 22.23% |
$306K - $371K
|
17.4K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.98K- 0.98% |
$307K - $372K
|
505K
$39.5M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.4K- 3.18% |
$333K - $403K
|
164K
$12.9M
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.9K- 30.57% |
$364K - $441K
|
13.4K
$1.05M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.4K- 65.93% |
$395K - $478K
|
3.31K
$259K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.52K- 8.67% |
$402K - $487K
|
68.8K
$5.38M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-6.88K- 18.79% |
$424K - $514K
|
29.7K
$2.33M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-7.1K- 29.48% |
$438K - $530K
|
17K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2KClosed |
$444K - $538K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.26K- 93.11% |
$447K - $542K
|
537
$42K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.29K- 61.85% |
$449K - $544K
|
4.5K
$352K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-7.51K- 24.53% |
$463K - $561K
|
23.1K
$1.81M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.65KClosed |
$472K - $571K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.74K- 5.89% |
$477K - $578K
|
124K
$9.68M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-7.96KClosed |
$491K - $594K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.12K- 2.99% |
$501K - $606K
|
264K
$20.7M
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8.28K- 36.94% |
$510K - $618K
|
14.1K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.37K- 9.61% |
$516K - $625K
|
78.8K
$6.17M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.53K- 5.26% |
$526K - $637K
|
154K
$12M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.38K- 8.93% |
$578K - $700K
|
95.6K
$7.48M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.56K- 71.43% |
$589K - $714K
|
3.83K
$299K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.66K- 22.07% |
$595K - $721K
|
34.1K
$2.67M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.3K- 5.2% |
$633K - $766K
|
187K
$14.6M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-10.6K- 28.69% |
$652K - $790K
|
26.3K
$2.06M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-11.7K- 3.29% |
$718K - $870K
|
342K
$26.8M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-11.7K- 3.78% |
$720K - $873K
|
297K
$23.3M
|