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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
69.2KNew |
$2.33M - $2.86M
|
69.2K
$2.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
62.6K+ 28.63% |
$2.11M - $2.59M
|
281K
$9.89M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.5K+ 17.72% |
$2.07M - $2.54M
|
408K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
59.6KNew |
$2M - $2.46M
|
59.6K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
59.2K+ 10.65% |
$1.99M - $2.45M
|
615K
$21.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.8K+ 1.73% |
$1.71M - $2.1M
|
2.98M
$105M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50.6K+ 19.42% |
$1.7M - $2.09M
|
311K
$10.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.2K+ 50.08% |
$1.56M - $1.91M
|
139K
$4.87M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
42.4K+ 36.72% |
$1.43M - $1.75M
|
158K
$5.55M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
41.4KNew |
$1.39M - $1.71M
|
41.4K
$1.46M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.5K+ 262.17% |
$1.36M - $1.68M
|
56K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
39.4K+ 331.06% |
$1.33M - $1.63M
|
51.4K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39.4K+ 18.19% |
$1.32M - $1.63M
|
256K
$8.99M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
38.9K+ 497.91% |
$1.31M - $1.61M
|
46.7K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38.8K+ 23.73% |
$1.31M - $1.61M
|
202K
$7.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
38.5K+ 12.03% |
$1.29M - $1.59M
|
358K
$12.6M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
37.8K+ 34.03% |
$1.27M - $1.56M
|
149K
$5.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
37.7K+ 4.57% |
$1.27M - $1.56M
|
864K
$30.4M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.4K+ 15.0% |
$1.26M - $1.55M
|
287K
$10.1M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
36K+ 61.34% |
$1.21M - $1.49M
|
94.6K
$3.33M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35.8K+ 65.16% |
$1.2M - $1.48M
|
90.7K
$3.19M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
34.3K+ 19.82% |
$1.16M - $1.42M
|
208K
$7.3M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
34K+ 11.23% |
$1.14M - $1.41M
|
337K
$11.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.9K+ 8.52% |
$1.14M - $1.4M
|
431K
$15.2M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
33.5K+ 27.27% |
$1.13M - $1.39M
|
156K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.3K+ 140.74% |
$1.12M - $1.38M
|
57K
$2.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
33.3K+ 103.08% |
$1.12M - $1.38M
|
65.5K
$2.31M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
33.2K+ 15.52% |
$1.12M - $1.38M
|
247K
$8.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 12.45% |
$1.1M - $1.35M
|
294K
$10.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
32.5K+ 9.21% |
$1.09M - $1.35M
|
385K
$13.6M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.1K+ 61.08% |
$1.08M - $1.33M
|
84.7K
$2.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
31.9K+ 32.47% |
$1.07M - $1.32M
|
130K
$4.58M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
31.9K+ 22.86% |
$1.07M - $1.32M
|
171K
$6.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
31.8K+ 25.42% |
$1.07M - $1.32M
|
157K
$5.52M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.5K+ 4645.58% |
$1.06M - $1.3M
|
32.2K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
31.5K+ 38.82% |
$1.06M - $1.3M
|
113K
$3.96M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
31.3K+ 107.5% |
$1.05M - $1.3M
|
60.4K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.1K+ 21.05% |
$1.05M - $1.29M
|
179K
$6.3M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$1.02M - $1.25M
|
30.2K
$1.06M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
29KNew |
$977K - $1.2M
|
29K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.5K+ 82.85% |
$958K - $1.18M
|
62.8K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.7K+ 17.03% |
$932K - $1.15M
|
190K
$6.69M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 93.14% |
$919K - $1.13M
|
56.6K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 27.19% |
$907K - $1.12M
|
126K
$4.43M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.6K+ 57.96% |
$895K - $1.1M
|
72.5K
$2.55M
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
24.8K+ 17.54% |
$833K - $1.02M
|
166K
$5.83M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
24.3K+ 18.44% |
$819K - $1.01M
|
156K
$5.5M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
24.2KNew |
$814K - $1M
|
24.2K
$850K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
24.1KNew |
$813K - $999K
|
24.1K
$849K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
24KNew |
$808K - $993K
|
24K
$844K
|