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 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 38.25% |
$392K - $482K
|
42.1K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
11.6KNew |
$391K - $480K
|
11.6K
$408K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.3K+ 6.2% |
$380K - $466K
|
193K
$6.79M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
11.3K+ 58.05% |
$379K - $466K
|
30.6K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2KNew |
$377K - $464K
|
11.2K
$394K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 12.4% |
$374K - $460K
|
101K
$3.54M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.8K+ 8.33% |
$364K - $447K
|
140K
$4.94M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.8K+ 13.72% |
$363K - $446K
|
89.3K
$3.14M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.7K+ 127.4% |
$360K - $442K
|
19.1K
$671K
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.6K+ 35.37% |
$358K - $440K
|
40.7K
$1.43M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
10.3K+ 123.52% |
$345K - $424K
|
18.6K
$653K
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 17.89% |
$339K - $417K
|
66.4K
$2.34M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.86KNew |
$332K - $408K
|
9.86K
$347K
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.82KNew |
$331K - $406K
|
9.82K
$345K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.43K+ 6247.02% |
$318K - $390K
|
9.58K
$337K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.24KNew |
$311K - $382K
|
9.24K
$325K
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.17KNew |
$309K - $379K
|
9.17K
$322K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.9K+ 24.77% |
$300K - $368K
|
44.8K
$1.58M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.73K+ 20.19% |
$294K - $361K
|
51.9K
$1.83M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
8.57K+ 62.14% |
$288K - $354K
|
22.4K
$786K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.34K+ 4.97% |
$281K - $345K
|
176K
$6.19M
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.29KNew |
$279K - $343K
|
8.29K
$292K
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.28K+ 131.64% |
$279K - $343K
|
14.6K
$513K
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.28K+ 40.1% |
$279K - $343K
|
28.9K
$1.02M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.11K+ 43.97% |
$273K - $335K
|
26.5K
$933K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.09KNew |
$272K - $335K
|
8.09K
$285K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.92K+ 23.79% |
$267K - $328K
|
41.2K
$1.45M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.81KNew |
$263K - $323K
|
7.81K
$275K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.5KNew |
$252K - $310K
|
7.5K
$264K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.5KNew |
$252K - $310K
|
7.5K
$264K
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.49KNew |
$252K - $310K
|
7.49K
$263K
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
7.4KNew |
$249K - $306K
|
7.4K
$260K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.39K+ 38.59% |
$249K - $306K
|
26.6K
$934K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
7.39KNew |
$249K - $306K
|
7.39K
$260K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.2K+ 103.85% |
$242K - $298K
|
14.1K
$497K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.18KNew |
$242K - $297K
|
7.18K
$252K
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
7.12K+ 97.79% |
$239K - $294K
|
14.4K
$506K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.09K+ 32.59% |
$239K - $293K
|
28.8K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.09K+ 32.59% |
$239K - $293K
|
28.8K
$1.01M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$225K - $277K
|
6.7K
$236K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.68KNew |
$225K - $276K
|
6.68K
$235K
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.51KNew |
$219K - $269K
|
6.51K
$229K
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
6.37KNew |
$214K - $263K
|
6.37K
$224K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.26KNew |
$211K - $259K
|
6.26K
$220K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.22K+ 21.97% |
$209K - $257K
|
34.5K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.2K+ 27.22% |
$209K - $257K
|
29K
$1.02M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.14K+ 31.56% |
$207K - $254K
|
25.6K
$900K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.1K+ 23.81% |
$205K - $252K
|
31.7K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.08K+ 3.94% |
$205K - $251K
|
160K
$5.64M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
5.98KNew |
$201K - $247K
|
5.98K
$210K
|