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 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.4K+ 21.6% |
$245K - $296K
|
24.8K
$1.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.34K+ 4.2% |
$242K - $291K
|
108K
$8.39M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.31KNew |
$240K - $290K
|
4.31K
$336K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.1KNew |
$229K - $276K
|
4.1K
$320K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 10.12% |
$226K - $273K
|
44.2K
$3.44M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.95KNew |
$220K - $266K
|
3.95K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.95K+ 12.38% |
$220K - $265K
|
35.9K
$2.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
3.79KNew |
$211K - $254K
|
3.79K
$295K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.74K+ 16.27% |
$209K - $252K
|
26.8K
$2.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$206K - $249K
|
3.7K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
BUY
|
- |
3.66KNew |
$204K - $246K
|
3.66K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.66K+ 60.75% |
$204K - $246K
|
9.68K
$755K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$201K - $242K
|
3.6K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.58K+ 19.92% |
$200K - $241K
|
21.6K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.56K+ 3.07% |
$198K - $239K
|
119K
$9.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.53K+ 46.35% |
$197K - $237K
|
11.1K
$869K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.39K+ 27.77% |
$189K - $227K
|
15.6K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 77.65% |
$182K - $219K
|
7.46K
$582K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
3.25K+ 4.34% |
$181K - $218K
|
78.2K
$6.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
3.22K+ 52.1% |
$179K - $216K
|
9.39K
$732K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 10.43% |
$173K - $209K
|
32.9K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.11K+ 22.08% |
$173K - $209K
|
17.2K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.95K+ 46.7% |
$164K - $198K
|
9.26K
$722K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.94KNew |
$164K - $197K
|
2.94K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 56.8% |
$163K - $196K
|
8.07K
$629K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.88K+ 4.49% |
$160K - $193K
|
67K
$5.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.86K+ 6.76% |
$159K - $192K
|
45.1K
$3.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.85KNew |
$159K - $191K
|
2.85K
$222K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.53K+ 0.85% |
$141K - $170K
|
300K
$23.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.48K+ 31.55% |
$138K - $167K
|
10.4K
$808K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.46K+ 31.56% |
$137K - $165K
|
10.2K
$798K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 8.54% |
$130K - $157K
|
29.7K
$2.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.3K+ 17.76% |
$128K - $155K
|
15.2K
$1.19M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.3K+ 105.32% |
$128K - $154K
|
4.48K
$349K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.23K+ 33.37% |
$124K - $150K
|
8.91K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 0.69% |
$120K - $145K
|
316K
$24.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.14K+ 45.16% |
$119K - $144K
|
6.88K
$537K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.12K+ 2.25% |
$118K - $142K
|
96.1K
$7.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.95K+ 15.58% |
$108K - $131K
|
14.4K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.92K+ 25.2% |
$107K - $129K
|
9.54K
$744K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.89K+ 18.2% |
$106K - $127K
|
12.3K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.87K+ 7.52% |
$104K - $126K
|
26.8K
$2.09M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.83K+ 0.45% |
$102K - $123K
|
408K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 5.28% |
$101K - $122K
|
36.3K
$2.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.81KNew |
$101K - $121K
|
1.81K
$141K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.81K+ 5.54% |
$101K - $121K
|
34.4K
$2.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.81K+ 5.25% |
$101K - $121K
|
36.2K
$2.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.78K+ 22.7% |
$99.5K - $120K
|
9.64K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.78K+ 12.64% |
$99K - $119K
|
15.8K
$1.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.74K+ 6.38% |
$97K - $117K
|
29K
$2.26M
|