Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
562K+ 13.14% |
$31.3M - $37.8M
|
4.84M
$377M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
499K+ 87.63% |
$27.8M - $33.5M
|
1.07M
$83.2M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
346K+ 2.66% |
$19.3M - $23.2M
|
13.3M
$1.04B
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
324K+ 5.56% |
$18M - $21.7M
|
6.14M
$479M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
227K+ 675.32% |
$12.7M - $15.3M
|
261K
$20.3M
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
210KNew |
$11.7M - $14.1M
|
210K
$16.3M
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
196K+ 87.09% |
$10.9M - $13.2M
|
421K
$32.8M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
175K+ 52.01% |
$9.76M - $11.8M
|
512K
$39.9M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
140K+ 18.32% |
$7.82M - $9.42M
|
905K
$70.6M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 6.42% |
$5.67M - $6.83M
|
1.69M
$131M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
101K+ 17.88% |
$5.65M - $6.81M
|
668K
$52.1M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
91.6K+ 7.31% |
$5.11M - $6.16M
|
1.35M
$105M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
88.7K+ 38.87% |
$4.94M - $5.96M
|
317K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81.1K+ 1.64% |
$4.52M - $5.45M
|
5.02M
$392M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
76.9K+ 53.39% |
$4.28M - $5.16M
|
221K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.7K+ 13.72% |
$4.11M - $4.96M
|
611K
$47.7M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
73.3K+ 12.04% |
$4.09M - $4.93M
|
682K
$53.2M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.6K+ 7.69% |
$3.88M - $4.68M
|
975K
$76M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55.3K+ 35.79% |
$3.08M - $3.72M
|
210K
$16.4M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
54KNew |
$3.01M - $3.63M
|
54K
$4.21M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51.2K+ 16.31% |
$2.85M - $3.44M
|
365K
$28.5M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
39.5K+ 6.54% |
$2.2M - $2.65M
|
644K
$50.2M
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
39.1K+ 1036.78% |
$2.18M - $2.63M
|
42.9K
$3.35M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
35K+ 110.92% |
$1.95M - $2.35M
|
66.6K
$5.19M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
33.6K+ 3.9% |
$1.88M - $2.26M
|
895K
$69.8M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
32.9K+ 9.62% |
$1.84M - $2.21M
|
375K
$29.3M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.6K+ 1.01% |
$1.82M - $2.19M
|
3.25M
$254M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$1.69M - $2.03M
|
30.3K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29.1K+ 15.32% |
$1.62M - $1.96M
|
219K
$17.1M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
26.9K+ 102.32% |
$1.5M - $1.81M
|
53.2K
$4.15M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.9K+ 11.49% |
$1.5M - $1.8M
|
261K
$20.3M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26.3K+ 3.97% |
$1.46M - $1.77M
|
688K
$53.6M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.8K+ 8.58% |
$1.38M - $1.66M
|
313K
$24.4M
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
22.9K+ 11.49% |
$1.28M - $1.54M
|
222K
$17.3M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.2K+ 13.78% |
$1.18M - $1.42M
|
175K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20K+ 38.65% |
$1.12M - $1.35M
|
71.9K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
19.6KNew |
$1.09M - $1.31M
|
19.6K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 3.87% |
$1.09M - $1.31M
|
524K
$40.9M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 6.07% |
$1.03M - $1.24M
|
322K
$25.1M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
17.2KNew |
$959K - $1.16M
|
17.2K
$1.34M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
17.1KNew |
$951K - $1.15M
|
17.1K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.6K+ 17.15% |
$924K - $1.11M
|
113K
$8.83M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.4K+ 16.05% |
$858K - $1.03M
|
111K
$8.68M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.3KNew |
$853K - $1.03M
|
15.3K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 59.61% |
$842K - $1.01M
|
40.4K
$3.15M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14.3K+ 21.01% |
$798K - $962K
|
82.5K
$6.43M
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
13.4K+ 8.77% |
$746K - $899K
|
166K
$12.9M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
12.5K+ 13.69% |
$698K - $841K
|
104K
$8.11M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 28.87% |
$682K - $822K
|
54.6K
$4.26M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.1K+ 23.15% |
$676K - $815K
|
64.5K
$5.03M
|