Purchases and Sales Made in Q1 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-746- 6.41% |
$25.1K - $30.9K
|
10.9K
$383K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-746- 73.28% |
$25.1K - $30.9K
|
272
$9.57K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-750Closed |
$25.2K - $31K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-773- 6.13% |
$26K - $32K
|
11.8K
$416K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-809- 2.34% |
$27.2K - $33.5K
|
33.7K
$1.19M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-826Closed |
$27.8K - $34.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-827- 1.17% |
$27.8K - $34.2K
|
69.6K
$2.45M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-877- 14.57% |
$29.5K - $36.3K
|
5.14K
$181K
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-923- 4.71% |
$31.1K - $38.2K
|
18.7K
$657K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 14.96% |
$33.7K - $41.4K
|
5.69K
$200K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 2.02% |
$34.5K - $42.4K
|
49.8K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.07K- 67.15% |
$35.8K - $44.1K
|
521
$18.3K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.1K- 16.55% |
$37K - $45.5K
|
5.55K
$195K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.1KClosed |
$37.2K - $45.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-1.11K- 11.75% |
$37.3K - $45.8K
|
8.32K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.26K- 16.33% |
$42.5K - $52.3K
|
6.48K
$228K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.27KClosed |
$42.6K - $52.3K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.27K- 2.05% |
$42.7K - $52.5K
|
60.8K
$2.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.29K- 20.71% |
$43.5K - $53.5K
|
4.95K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.31KClosed |
$44K - $54.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.35K- 3.58% |
$45.5K - $55.9K
|
36.4K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.41K- 8.91% |
$47.5K - $58.4K
|
14.4K
$508K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.44K- 6.75% |
$48.3K - $59.4K
|
19.8K
$697K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5K- 48.22% |
$50.5K - $62.1K
|
1.61K
$56.7K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.54K- 9.25% |
$51.7K - $63.5K
|
15.1K
$530K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 2.22% |
$53.2K - $65.4K
|
69.7K
$2.45M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.66K- 14.03% |
$55.8K - $68.6K
|
10.2K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78K- 4.92% |
$59.8K - $73.5K
|
34.3K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.1K- 18.72% |
$70.8K - $87K
|
9.13K
$321K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.22K- 6.1% |
$74.8K - $92K
|
34.2K
$1.2M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 1.17% |
$81.6K - $100K
|
204K
$7.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.48K- 23.17% |
$83.6K - $103K
|
8.24K
$290K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.64KClosed |
$88.9K - $109K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.65K- 1.92% |
$89.3K - $110K
|
135K
$4.76M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.67KClosed |
$89.9K - $110K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.82K- 2.26% |
$94.8K - $116K
|
122K
$4.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.83KClosed |
$95.4K - $117K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.83KClosed |
$95.4K - $117K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.08K- 9.03% |
$104K - $127K
|
31K
$1.09M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.22K- 16.46% |
$108K - $133K
|
16.3K
$575K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.39K- 40.13% |
$114K - $140K
|
5.06K
$178K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.42K- 22.53% |
$115K - $142K
|
11.8K
$414K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.45K- 2.64% |
$116K - $143K
|
127K
$4.48M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.48K- 6.62% |
$117K - $144K
|
49.2K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.87K- 22.84% |
$130K - $160K
|
13.1K
$460K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.97K- 27.4% |
$134K - $164K
|
10.5K
$370K
|
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.2K- 31.82% |
$141K - $174K
|
9K
$317K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.35K- 19.18% |
$146K - $180K
|
18.3K
$645K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-4.75K- 9.66% |
$160K - $196K
|
44.4K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.8K- 13.51% |
$162K - $199K
|
30.7K
$1.08M
|