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 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.59K+ 4.73% |
$144K - $176K
|
57.3K
$4.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.54K+ 45.63% |
$142K - $173K
|
8.11K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.51K+ 27.44% |
$140K - $170K
|
11.6K
$912K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.45K+ 309.07% |
$137K - $167K
|
3.25K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 7.23% |
$122K - $148K
|
32.4K
$2.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 7.06% |
$117K - $143K
|
31.8K
$2.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.01K+ 10.0% |
$112K - $137K
|
22.1K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.95K+ 6.75% |
$109K - $133K
|
30.8K
$2.41M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.92K+ 22.0% |
$107K - $130K
|
10.6K
$833K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.89K+ 8.93% |
$106K - $129K
|
23.1K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.88KNew |
$105K - $128K
|
1.88K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86KNew |
$104K - $126K
|
1.86K
$146K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.84K+ 19.08% |
$103K - $125K
|
11.5K
$899K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.84K+ 28.58% |
$103K - $125K
|
8.27K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 20.88% |
$94.9K - $116K
|
9.84K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.67K+ 18.99% |
$93K - $113K
|
10.4K
$817K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65KNew |
$92.2K - $112K
|
1.65K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 29.68% |
$91K - $111K
|
7.12K
$557K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.55K+ 1.5% |
$86.6K - $105K
|
105K
$8.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.51KNew |
$84K - $102K
|
1.51K
$118K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.48KNew |
$82.6K - $101K
|
1.48K
$116K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.43K+ 7.91% |
$79.9K - $97.3K
|
19.5K
$1.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.43K+ 9.4% |
$79.7K - $97K
|
16.6K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
1.42K+ 37.6% |
$79.4K - $96.7K
|
5.21K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1.32K+ 7.74% |
$73.8K - $89.8K
|
18.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 1.42% |
$71.5K - $87.1K
|
91.7K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$68.8K - $83.7K
|
1.23K
$96.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$68.8K - $83.7K
|
1.23K
$96.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 7.25% |
$67.7K - $82.4K
|
17.9K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$66.9K - $81.4K
|
1.2K
$93.8K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.16K+ 30.76% |
$64.7K - $78.8K
|
4.93K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.14K+ 31.76% |
$63.4K - $77.2K
|
4.71K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.13K+ 9.65% |
$63.1K - $76.9K
|
12.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.12K+ 3.44% |
$62.4K - $75.9K
|
33.6K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.1K+ 1.14% |
$61.2K - $74.5K
|
97.2K
$7.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 38.08% |
$60.6K - $73.7K
|
3.93K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
971+ 12.09% |
$54.2K - $66K
|
9K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
943+ 25.49% |
$52.6K - $64.1K
|
4.64K
$363K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
933+ 10.65% |
$52.1K - $63.4K
|
9.69K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
928New |
$51.8K - $63.1K
|
928
$72.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
923New |
$51.5K - $62.7K
|
923
$72.2K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
916+ 23.18% |
$51.1K - $62.3K
|
4.87K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
902+ 9.45% |
$50.4K - $61.3K
|
10.4K
$817K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
880+ 8.54% |
$49.1K - $59.8K
|
11.2K
$875K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
838New |
$46.8K - $57K
|
838
$65.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
834+ 5.32% |
$46.6K - $56.7K
|
16.5K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
820+ 27.62% |
$45.8K - $55.7K
|
3.79K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
807+ 9.81% |
$45.1K - $54.8K
|
9.03K
$707K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
778+ 14.14% |
$43.4K - $52.9K
|
6.28K
$491K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
738+ 2.73% |
$41.2K - $50.2K
|
27.8K
$2.18M
|