Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

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
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-94
- 20.04%
$5.24K - $6.32K
375 $29.3K
Oct 13, 2022 Q3 2022
Tarbox Family Office, Inc.

SELL
 -
-94
- 1.76%
$5.24K - $6.32K
5.23K $409K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-97
- 7.65%
$5.41K - $6.52K
1.17K $91.6K
Oct 13, 2022 Q3 2022
Chesley Taft & Associates LLC

SELL
 -
-97
- 0.82%
$5.41K - $6.52K
11.8K $923K
Oct 28, 2022 Q3 2022
Community Bank, N.A.

SELL
 -
-100
- 1.89%
$5.58K - $6.72K
5.19K $406K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-119
- 1.33%
$6.63K - $8K
8.83K $691K
Nov 14, 2022 Q3 2022
Objective Capital Management, LLC

SELL
 -
-124
- 0.23%
$6.91K - $8.33K
52.8K $4.13M
Oct 28, 2022 Q3 2022
Keystone Financial Services

SELL
 -
-143
- 2.94%
$7.97K - $9.61K
4.72K $370K
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-162
- 9.38%
$9.03K - $10.9K
1.57K $122K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-170
Closed
$9.48K - $11.4K
0 $0
Nov 14, 2022 Q3 2022
Neumann Capital Management, LLC

SELL
 -
-200
- 0.98%
$11.2K - $13.4K
20.1K $1.57M
Oct 06, 2022 Q3 2022
Lowe Wealth Advisors, LLC

SELL
 -
-200
- 16.67%
$11.2K - $13.4K
1K $78.3K
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

SELL
 -
-230
- 5.22%
$12.8K - $15.5K
4.18K $327K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-252
- 4.68%
$14K - $16.9K
5.13K $402K
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

SELL
 -
-269
- 3.98%
$15K - $18.1K
6.49K $508K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

SELL
 -
-295
- 3.88%
$16.4K - $19.8K
7.31K $572K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

SELL
 -
-340
- 5.33%
$19K - $22.8K
6.04K $472K
Nov 10, 2022 Q3 2022
Sage Advisory Services, Ltd.Co.

SELL
 -
-399
- 3.7%
$22.2K - $26.8K
10.4K $813K
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-405
- 1.52%
$22.6K - $27.2K
26.3K $2.06M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

SELL
 -
-419
- 7.13%
$23.4K - $28.2K
5.46K $427K
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

SELL
 -
-431
- 3.78%
$24K - $29K
11K $858K
Nov 09, 2022 Q3 2022
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-432
- 3.9%
$24.1K - $29K
10.6K $832K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

SELL
 -
-436
- 4.19%
$24.3K - $29.3K
9.97K $780K
Oct 05, 2022 Q3 2022
First Hawaiian Bank

SELL
 -
-439
- 3.5%
$24.5K - $29.5K
12.1K $948K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-455
- 2.98%
$25.4K - $30.6K
14.8K $1.16M
Oct 06, 2022 Q3 2022
New England Guild Wealth Advisors, Inc.

SELL
 -
-481
- 5.45%
$26.8K - $32.3K
8.35K $653K
Nov 10, 2022 Q3 2022
Citigroup Inc

SELL
 -
-501
- 13.21%
$27.9K - $33.7K
3.29K $258K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

SELL
 -
-549
- 93.05%
$30.6K - $36.9K
41 $3.21K
Nov 02, 2022 Q3 2022
Pds Planning, Inc

SELL
 -
-551
- 11.83%
$30.7K - $37K
4.11K $321K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-600
Closed
$33.5K - $40.3K
0 $0
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

SELL
 -
-632
- 9.45%
$35.2K - $42.5K
6.06K $474K
Oct 24, 2022 Q3 2022
Bank Of New Hampshire

SELL
 -
-725
- 52.35%
$40.4K - $48.7K
660 $51.7K
Nov 14, 2022 Q3 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-742
- 2.5%
$41.4K - $49.9K
28.9K $2.26M
Oct 25, 2022 Q3 2022
Hbc Financial Services, Pllc

SELL
 -
-767
- 91.86%
$42.8K - $51.5K
68 $5.32K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-785
- 4.98%
$43.8K - $52.8K
15K $1.17M
Oct 24, 2022 Q3 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-785
- 7.47%
$43.8K - $52.8K
9.73K $761K
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-800
- 12.92%
$44.6K - $53.8K
5.39K $422K
Oct 18, 2022 Q3 2022
Bailard, Inc.

SELL
 -
-808
- 13.48%
$45K - $54.3K
5.18K $406K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-810
- 3.21%
$45.2K - $54.4K
24.4K $1.91M
Nov 14, 2022 Q3 2022
Wrapmanager Inc

SELL
 -
-825
- 1.09%
$46K - $55.4K
74.7K $5.85M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
SELL
 -
-873
- 6.0%
$48.7K - $58.7K
13.7K $1.07M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-885
- 2.91%
$49.3K - $59.5K
29.5K $2.31M
Oct 11, 2022 Q3 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-920
- 43.77%
$51.3K - $61.8K
1.18K $92.5K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-934
- 2.8%
$52.1K - $62.8K
32.5K $2.54M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

SELL
 -
-958
- 18.78%
$53.4K - $64.4K
4.14K $324K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.06K
- 11.12%
$59K - $71.2K
8.46K $662K
Nov 21, 2022 Q3 2022
Topel & Distasi Wealth Management, LLC

SELL
 -
-1.13K
- 22.38%
$62.9K - $75.9K
3.92K $306K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.16K
Closed
$64.6K - $77.8K
0 $0
Oct 18, 2022 Q3 2022
Manning & Napier Group, LLC

SELL
 -
-1.19K
- 14.99%
$66.1K - $79.6K
6.72K $526K

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