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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 17.12% |
$71.6K - $86.4K
|
6.22K
$485K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.36K- 5.62% |
$75.8K - $91.4K
|
22.9K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.42K- 21.42% |
$79.3K - $95.6K
|
5.22K
$407K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 33.95% |
$85.1K - $103K
|
2.97K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.69K- 3.01% |
$94K - $113K
|
54.2K
$4.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-1.75K- 20.0% |
$97.3K - $117K
|
6.98K
$544K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.84K- 28.75% |
$103K - $124K
|
4.56K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.86K- 0.37% |
$104K - $125K
|
505K
$39.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.88K- 54.38% |
$105K - $126K
|
1.58K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-2.06K- 23.62% |
$115K - $138K
|
6.65K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.06K- 0.48% |
$115K - $139K
|
430K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.27K- 2.42% |
$126K - $152K
|
91.5K
$7.13M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.39K- 6.99% |
$133K - $161K
|
31.8K
$2.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.62K- 19.33% |
$146K - $176K
|
10.9K
$853K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.66K- 16.66% |
$148K - $179K
|
13.3K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.82K- 1.13% |
$157K - $190K
|
247K
$19.2M
|
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.15KClosed |
$176K - $212K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.39K- 9.47% |
$189K - $228K
|
32.4K
$2.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.69K- 10.83% |
$206K - $248K
|
30.4K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.79K- 8.2% |
$211K - $254K
|
42.4K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.84K- 26.95% |
$214K - $258K
|
10.4K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.94K- 89.75% |
$220K - $265K
|
450
$35.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$241K - $291K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.33K- 32.45% |
$242K - $291K
|
9.02K
$703K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.46K- 39.61% |
$249K - $300K
|
6.8K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.48K- 38.44% |
$250K - $301K
|
7.17K
$559K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.61K- 7.26% |
$257K - $310K
|
58.9K
$4.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.71K- 52.13% |
$263K - $317K
|
4.33K
$338K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.8K- 6.09% |
$267K - $322K
|
74K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.81K- 2.15% |
$268K - $323K
|
219K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.07K- 46.24% |
$283K - $341K
|
5.9K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.17K- 19.18% |
$288K - $347K
|
21.8K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.44K- 39.88% |
$303K - $365K
|
8.19K
$639K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.78K- 39.08% |
$322K - $388K
|
9.01K
$702K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.54K- 7.29% |
$365K - $440K
|
83.2K
$6.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.21K- 18.42% |
$402K - $484K
|
31.9K
$2.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.91K- 58.97% |
$441K - $531K
|
5.5K
$429K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-8.37K- 83.17% |
$467K - $563K
|
1.7K
$132K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.43K- 22.16% |
$470K - $567K
|
29.6K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.74K- 7.07% |
$487K - $588K
|
115K
$8.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.69K- 4.94% |
$540K - $651K
|
186K
$14.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.6K- 16.85% |
$646K - $779K
|
57.2K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 15.14% |
$650K - $784K
|
65.4K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 11.78% |
$673K - $811K
|
90.4K
$7.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 26.6% |
$690K - $832K
|
34.2K
$2.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.6K- 13.13% |
$700K - $844K
|
83K
$6.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-12.8K- 4.55% |
$712K - $859K
|
268K
$20.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.4K- 5.07% |
$745K - $898K
|
251K
$19.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-14.3K- 24.48% |
$799K - $963K
|
44.2K
$3.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.3K- 17.82% |
$910K - $1.1M
|
75.3K
$5.87M
|