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 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
12.1K+ 4.66% |
$673K - $812K
|
271K
$21.1M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7KNew |
$654K - $788K
|
11.7K
$914K
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7K+ 33308.57% |
$650K - $783K
|
11.7K
$912K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
11.4KNew |
$635K - $766K
|
11.4K
$888K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 2.8% |
$631K - $760K
|
416K
$32.4M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 8.03% |
$597K - $720K
|
144K
$11.2M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10.4K+ 228.68% |
$578K - $697K
|
14.9K
$1.16M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.96K+ 36.5% |
$555K - $669K
|
37.2K
$2.9M
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
9.66K+ 7.01% |
$539K - $649K
|
148K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.3KNew |
$518K - $625K
|
9.3K
$725K
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
9.26K+ 54.49% |
$516K - $622K
|
26.2K
$2.05M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.12KNew |
$508K - $613K
|
9.12K
$711K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.01K+ 5.14% |
$502K - $606K
|
184K
$14.4M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
8.94K+ 14.9% |
$498K - $601K
|
68.9K
$5.37M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.77KNew |
$489K - $590K
|
8.77K
$684K
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
8.72KNew |
$486K - $586K
|
8.72K
$680K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.65K+ 24.43% |
$482K - $581K
|
44K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.52K+ 9.92% |
$475K - $572K
|
94.4K
$7.36M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
8.5K+ 1.92% |
$474K - $571K
|
452K
$35.2M
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.42K+ 4.5% |
$469K - $566K
|
196K
$15.2M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.08K+ 80.61% |
$450K - $543K
|
18.1K
$1.41M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.46K+ 225.57% |
$416K - $501K
|
10.8K
$840K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7.06K+ 31.19% |
$394K - $475K
|
29.7K
$2.32M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.9K+ 7.15% |
$385K - $464K
|
103K
$8.06M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.87K+ 35.12% |
$383K - $462K
|
26.4K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$381K - $459K
|
6.83K
$533K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.68K+ 23.38% |
$372K - $449K
|
35.2K
$2.75M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.65KNew |
$371K - $447K
|
6.65K
$519K
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.58K+ 26.3% |
$367K - $442K
|
31.6K
$2.46M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.58K+ 4.0% |
$367K - $442K
|
171K
$13.3M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.22K+ 16.56% |
$347K - $418K
|
43.8K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22K+ 8292.0% |
$347K - $418K
|
6.29K
$491K
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.19K+ 31.41% |
$345K - $416K
|
25.9K
$2.02M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.17K+ 19.59% |
$344K - $414K
|
37.6K
$2.94M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.07KNew |
$338K - $408K
|
6.07K
$473K
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.02KNew |
$335K - $404K
|
6.02K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.95K+ 77.46% |
$332K - $400K
|
13.6K
$1.06M
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
5.73K+ 16.5% |
$320K - $385K
|
40.5K
$3.15M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.6K+ 12.85% |
$312K - $376K
|
49.2K
$3.83M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.5K+ 4.25% |
$307K - $370K
|
135K
$10.5M
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
5.3K+ 48.37% |
$295K - $356K
|
16.2K
$1.27M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
5.18K+ 10.46% |
$289K - $348K
|
54.7K
$4.27M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.17K+ 42.26% |
$288K - $348K
|
17.4K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.06K+ 17.02% |
$282K - $340K
|
34.8K
$2.71M
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.98K+ 35.21% |
$277K - $334K
|
19.1K
$1.49M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.84K+ 7.52% |
$270K - $325K
|
69.2K
$5.4M
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
4.78K+ 77.51% |
$266K - $321K
|
10.9K
$853K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$265K - $320K
|
4.76K
$371K
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
4.64K+ 38.29% |
$258K - $311K
|
16.7K
$1.31M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.54K+ 37.32% |
$253K - $305K
|
16.7K
$1.3M
|