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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$6.81K - $8.29K
|
122
$9.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
113+ 4.46% |
$6.31K - $7.68K
|
2.65K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101New |
$5.64K - $6.86K
|
101
$7.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 2.5% |
$5.58K - $6.8K
|
4.1K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 0.26% |
$5.19K - $6.32K
|
35.3K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 0.21% |
$5.19K - $6.32K
|
45.2K
$3.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 219.51% |
$5.02K - $6.12K
|
131
$10.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
78+ 1.48% |
$4.35K - $5.3K
|
5.34K
$418K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
78+ 1.57% |
$4.35K - $5.3K
|
5.05K
$395K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 1.42% |
$3.91K - $4.76K
|
5K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 27.56% |
$3.91K - $4.76K
|
324
$25.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Mercer Investments LLC
|
BUY
|
- |
69+ 0.47% |
$3.85K - $4.69K
|
14.7K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
59+ 0.39% |
$3.29K - $4.01K
|
15.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$3.01K - $3.67K
|
54
$4.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
52+ 4.54% |
$2.9K - $3.53K
|
1.2K
$93.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
36New |
$2.01K - $2.45K
|
36
$2.82K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 9.33% |
$1.95K - $2.38K
|
410
$32.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
31+ 0.09% |
$1.73K - $2.11K
|
36.2K
$2.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.51K - $1.83K
|
27
$2.11K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
27+ 0.25% |
$1.51K - $1.83K
|
11K
$858K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$1.45K - $1.77K
|
26
$2.03K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
25+ 0.64% |
$1.4K - $1.7K
|
3.94K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
24+ 0.59% |
$1.34K - $1.63K
|
4.09K
$320K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
21+ 0.16% |
$1.17K - $1.43K
|
13.5K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.46% |
$1.06K - $1.29K
|
4.13K
$323K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 0.16% |
$949 - $1.16K
|
10.4K
$812K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
13+ 0.26% |
$726 - $883
|
5.09K
$398K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 10.53% |
$670 - $816
|
126
$9.86K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
12+ 400.0% |
$670 - $816
|
15
$1.17K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.22% |
$558 - $680
|
4.49K
$351K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.18% |
$502 - $612
|
4.93K
$386K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 8.57% |
$335 - $408
|
76
$5.95K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6New |
$335 - $408
|
6
$470
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
5+ 0.09% |
$279 - $340
|
5.58K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 6.98% |
$167 - $204
|
46
$3.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.44% |
$167 - $204
|
685
$53.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 0.44% |
$112 - $136
|
457
$35.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$112 - $136
|
411
$32.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.16% |
$112 - $136
|
1.25K
$97.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.63% |
$55.8 - $68
|
159
$12.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.02% |
$55.8 - $68
|
4.71K
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $68
|
5.82K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.37% |
$55.8 - $68
|
269
$21.1K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$55.8 - $68
|
13K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$112 - $136
|
8.34K
$653K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 0.04% |
$167 - $204
|
7.2K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 0.61% |
$335 - $408
|
982
$76.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-7- 0.65% |
$391 - $476
|
1.08K
$84.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 0.38% |
$558 - $680
|
2.6K
$203K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 15.75% |
$1.12K - $1.36K
|
107
$8.37K
|