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 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
23.7KNew |
$798K - $981K
|
23.7K
$834K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3K+ 2.29% |
$783K - $962K
|
1.04M
$36.6M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
22.7KNew |
$765K - $940K
|
22.7K
$799K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.5K+ 186.35% |
$758K - $932K
|
34.6K
$1.22M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.5K+ 154.76% |
$756K - $929K
|
37K
$1.3M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.2K+ 217.83% |
$747K - $918K
|
32.4K
$1.14M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 239.58% |
$743K - $913K
|
31.3K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 45.29% |
$729K - $897K
|
69.5K
$2.45M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.5K+ 0.61% |
$724K - $890K
|
3.52M
$124M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21K+ 13.46% |
$705K - $867K
|
177K
$6.21M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20.2K+ 20.05% |
$681K - $837K
|
121K
$4.26M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
20.2KNew |
$678K - $834K
|
20.2K
$709K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
20.1K+ 17.18% |
$676K - $831K
|
137K
$4.82M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19.9K+ 70.76% |
$669K - $822K
|
48K
$1.69M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.3K+ 23552.44% |
$650K - $799K
|
19.4K
$682K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
19.2K+ 24.22% |
$647K - $795K
|
98.5K
$3.47M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
18.6K+ 50.7% |
$624K - $767K
|
55.1K
$1.94M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$624K - $767K
|
18.5K
$652K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 69.56% |
$612K - $752K
|
44.3K
$1.56M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.1K+ 22.99% |
$608K - $747K
|
96.6K
$3.4M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
17.7KNew |
$594K - $730K
|
17.7K
$621K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
17.4K+ 29.84% |
$585K - $719K
|
75.6K
$2.66M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.1K+ 11.45% |
$541K - $665K
|
157K
$5.51M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
15.8K+ 11.64% |
$532K - $654K
|
152K
$5.33M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.4K+ 2.1% |
$517K - $635K
|
745K
$26.2M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 47.8% |
$515K - $634K
|
47.4K
$1.67M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
15.1K+ 221.1% |
$510K - $626K
|
22K
$773K
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15KNew |
$506K - $622K
|
15K
$529K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 12.99% |
$502K - $617K
|
130K
$4.56M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
14.7K+ 39.76% |
$496K - $609K
|
51.8K
$1.82M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 7.77% |
$496K - $609K
|
204K
$7.18M
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14.7KNew |
$495K - $608K
|
14.7K
$517K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 14.51% |
$495K - $608K
|
116K
$4.08M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.7K+ 28.3% |
$493K - $606K
|
66.4K
$2.34M
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
14.6K+ 99.23% |
$492K - $605K
|
29.3K
$1.03M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14.3K+ 278.03% |
$483K - $593K
|
19.5K
$686K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
13.8K+ 15.59% |
$464K - $571K
|
102K
$3.6M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 49.52% |
$462K - $568K
|
41.5K
$1.46M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13.5K+ 7.02% |
$455K - $560K
|
206K
$7.25M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 138.91% |
$443K - $545K
|
22.6K
$796K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 70.03% |
$442K - $543K
|
31.9K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.1K+ 45.92% |
$440K - $541K
|
41.5K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.9K+ 28.47% |
$433K - $532K
|
58K
$2.04M
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
12.7K+ 17.67% |
$429K - $527K
|
84.8K
$2.98M
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
12.6K+ 10.72% |
$425K - $522K
|
130K
$4.58M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.5KNew |
$421K - $518K
|
12.5K
$440K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12.2KNew |
$412K - $506K
|
12.2K
$431K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1K+ 13.76% |
$408K - $502K
|
100K
$3.53M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
11.9KNew |
$400K - $491K
|
11.9K
$417K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 24.24% |
$397K - $488K
|
60.5K
$2.13M
|