Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.06K+ 98.52% |
$282K - $344K
|
10.2K
$797K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.96K+ 5.96% |
$277K - $337K
|
88.1K
$6.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.81KNew |
$268K - $327K
|
4.81K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.74K+ 22.0% |
$265K - $322K
|
26.3K
$2.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.59KNew |
$256K - $312K
|
4.59K
$359K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.57KNew |
$255K - $310K
|
4.57K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.54KNew |
$253K - $309K
|
4.54K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.5K+ 47.87% |
$251K - $306K
|
13.9K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$251K - $306K
|
4.5K
$352K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.37KNew |
$244K - $297K
|
4.37K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.24K+ 24.31% |
$236K - $288K
|
21.7K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.2KNew |
$235K - $286K
|
4.2K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.11K+ 1.85% |
$230K - $280K
|
226K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$228K - $278K
|
4.09K
$320K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.05K+ 32.93% |
$226K - $275K
|
16.4K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.03K+ 388.99% |
$225K - $274K
|
5.06K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$222K - $270K
|
3.98K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.9KNew |
$218K - $265K
|
3.9K
$305K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3.88KNew |
$216K - $263K
|
3.88K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.84K+ 80.77% |
$215K - $261K
|
8.6K
$673K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.81KNew |
$213K - $259K
|
3.81K
$298K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.78KNew |
$211K - $257K
|
3.78K
$295K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.76K+ 38.63% |
$210K - $256K
|
13.5K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.74K+ 19.58% |
$209K - $254K
|
22.8K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
3.74K+ 72.6% |
$209K - $254K
|
8.89K
$696K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.73K+ 54.82% |
$208K - $253K
|
10.5K
$824K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 34.05% |
$208K - $253K
|
14.7K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.71KNew |
$207K - $252K
|
3.71K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
3.71K+ 1.37% |
$207K - $252K
|
275K
$21.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.67KNew |
$205K - $249K
|
3.67K
$287K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
3.66KNew |
$204K - $249K
|
3.66K
$286K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
3.58KNew |
$200K - $243K
|
3.58K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
3.51K+ 69.76% |
$196K - $239K
|
8.54K
$669K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.5K+ 114.38% |
$195K - $238K
|
6.56K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.49KNew |
$195K - $237K
|
3.49K
$273K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.47KNew |
$194K - $236K
|
3.47K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
3.46KNew |
$193K - $235K
|
3.46K
$271K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.4KNew |
$190K - $231K
|
3.4K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.38KNew |
$189K - $230K
|
3.38K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.38KNew |
$188K - $229K
|
3.38K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.34K+ 44.77% |
$187K - $227K
|
10.8K
$846K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.23KNew |
$180K - $220K
|
3.23K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
3.23KNew |
$180K - $220K
|
3.23K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.16KNew |
$176K - $214K
|
3.16K
$247K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3K+ 5.09% |
$167K - $204K
|
61.9K
$4.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.94KNew |
$164K - $200K
|
2.94K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.92K+ 44.48% |
$163K - $199K
|
9.49K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.75K+ 36.54% |
$154K - $187K
|
10.3K
$804K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.73K+ 26.31% |
$153K - $186K
|
13.1K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.67KNew |
$149K - $181K
|
2.67K
$209K
|