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 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.95K- 1.14% |
$109K - $133K
|
169K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.99K- 4.84% |
$111K - $135K
|
39.1K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-2.03K- 12.47% |
$113K - $138K
|
14.2K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.15K- 15.14% |
$120K - $146K
|
12K
$943K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.28K- 27.26% |
$127K - $155K
|
6.07K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.32K- 33.18% |
$129K - $157K
|
4.67K
$365K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.33K- 3.5% |
$130K - $159K
|
64.2K
$5.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.38K- 24.5% |
$133K - $162K
|
7.35K
$575K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.39K- 1.62% |
$133K - $162K
|
145K
$11.4M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3K- 18.46% |
$167K - $204K
|
13.3K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.03K- 35.84% |
$169K - $206K
|
5.43K
$425K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.05K- 1.24% |
$170K - $207K
|
244K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.07K- 8.84% |
$172K - $209K
|
31.7K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.18K- 30.54% |
$178K - $216K
|
7.24K
$566K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.32K- 2.27% |
$185K - $226K
|
143K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.42K- 6.77% |
$191K - $232K
|
47.1K
$3.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 7.81% |
$193K - $235K
|
40.7K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.64K- 31.98% |
$203K - $248K
|
7.75K
$607K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.7K- 42.21% |
$207K - $252K
|
5.07K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.71K- 13.87% |
$207K - $252K
|
23.1K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.72K- 19.1% |
$207K - $253K
|
15.7K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.77K- 41.83% |
$210K - $256K
|
5.24K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.79K- 40.89% |
$211K - $257K
|
5.47K
$428K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.91K- 16.87% |
$218K - $266K
|
19.3K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.97K- 40.47% |
$221K - $270K
|
5.83K
$456K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.98K- 50.59% |
$222K - $271K
|
3.89K
$305K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.06K- 31.13% |
$227K - $276K
|
8.98K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.1KClosed |
$229K - $279K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.27K- 5.18% |
$238K - $290K
|
78.2K
$6.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.52K- 5.44% |
$252K - $307K
|
78.5K
$6.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-4.52K- 12.01% |
$252K - $307K
|
33.1K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.55K- 0.09% |
$254K - $309K
|
4.82M
$377M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.55K- 1.09% |
$254K - $309K
|
413K
$32.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.76K- 15.67% |
$266K - $324K
|
25.6K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.85K- 11.45% |
$271K - $330K
|
37.5K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.97K- 78.9% |
$277K - $337K
|
1.33K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.24K- 8.01% |
$293K - $356K
|
60.2K
$4.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-5.63K- 17.63% |
$314K - $382K
|
26.3K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-5.65K- 22.8% |
$315K - $384K
|
19.1K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.73K- 5.56% |
$320K - $389K
|
97.2K
$7.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.89K- 17.24% |
$329K - $400K
|
28.3K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.97K- 40.01% |
$333K - $405K
|
8.94K
$700K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6.03K- 8.86% |
$337K - $410K
|
62.1K
$4.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.08K- 59.18% |
$395K - $481K
|
4.88K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-7.56K- 35.57% |
$422K - $514K
|
13.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.73K- 55.96% |
$431K - $525K
|
6.08K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-7.98K- 40.77% |
$445K - $542K
|
11.6K
$907K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.17K- 81.79% |
$456K - $555K
|
1.82K
$142K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.17K- 81.79% |
$456K - $555K
|
1.82K
$142K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 26.05% |
$476K - $579K
|
24.2K
$1.89M
|