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
|
1 St Source Bank
|
BUY
|
- |
5.9KNew |
$199K - $244K
|
5.9K
$208K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
5.83K+ 13.93% |
$196K - $241K
|
47.7K
$1.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.78K+ 207.13% |
$195K - $239K
|
8.58K
$302K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.73K+ 74.19% |
$193K - $237K
|
13.5K
$473K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
5.67K+ 1.75% |
$191K - $235K
|
330K
$11.6M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
5.41K+ 4.97% |
$182K - $224K
|
114K
$4.02M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.4K+ 29.8% |
$182K - $223K
|
23.5K
$827K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.35K+ 22.14% |
$180K - $221K
|
29.5K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 8.31% |
$179K - $220K
|
69.2K
$2.43M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.27K+ 6.94% |
$177K - $218K
|
81.2K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.22K+ 9.84% |
$176K - $216K
|
58.2K
$2.05M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.11K+ 2.36% |
$172K - $212K
|
221K
$7.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.1K+ 68.37% |
$172K - $211K
|
12.6K
$442K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.1K+ 55.3% |
$172K - $211K
|
14.3K
$503K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.99K+ 65.61% |
$168K - $206K
|
12.6K
$443K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4.87K+ 33.03% |
$164K - $201K
|
19.6K
$689K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.79K+ 4.43% |
$161K - $198K
|
113K
$3.97M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
4.75K+ 79.37% |
$160K - $197K
|
10.7K
$378K
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
4.73K+ 64.31% |
$159K - $196K
|
12.1K
$425K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.73K+ 68.91% |
$159K - $195K
|
11.6K
$407K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.71K+ 24.5% |
$158K - $195K
|
23.9K
$841K
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.7K+ 8.49% |
$158K - $195K
|
60.1K
$2.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.61K+ 8.73% |
$155K - $191K
|
57.4K
$2.02M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.45K+ 14.33% |
$150K - $184K
|
35.5K
$1.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4.41KNew |
$148K - $182K
|
4.41K
$155K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.37K+ 31.57% |
$147K - $181K
|
18.2K
$640K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.26K+ 7.19% |
$143K - $176K
|
63.6K
$2.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.23K+ 45.58% |
$143K - $175K
|
13.5K
$476K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.15K+ 7.1% |
$140K - $172K
|
62.6K
$2.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4K+ 31.52% |
$135K - $166K
|
16.7K
$587K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.99K+ 4.72% |
$134K - $165K
|
88.7K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.96K+ 36.77% |
$133K - $164K
|
14.7K
$518K
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.86K+ 15.96% |
$130K - $160K
|
28K
$986K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.82K+ 12.93% |
$129K - $158K
|
33.4K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 4.89% |
$128K - $158K
|
81.8K
$2.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.79K+ 10.13% |
$127K - $157K
|
41.2K
$1.45M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.71K+ 35.21% |
$125K - $153K
|
14.2K
$501K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.69K+ 39.08% |
$124K - $153K
|
13.1K
$462K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.36K+ 101.48% |
$113K - $139K
|
6.68K
$235K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.36K+ 25.26% |
$113K - $139K
|
16.7K
$586K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.35K+ 10.54% |
$113K - $138K
|
35.1K
$1.23M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.34K+ 20.32% |
$112K - $138K
|
19.8K
$696K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.27K+ 3.43% |
$110K - $135K
|
98.5K
$3.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.09K+ 50.98% |
$104K - $128K
|
9.15K
$322K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.06K+ 19.37% |
$103K - $127K
|
18.9K
$664K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.06K+ 2.9% |
$103K - $127K
|
109K
$3.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.05K+ 7.46% |
$103K - $126K
|
43.9K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.99K+ 18.69% |
$101K - $124K
|
19K
$668K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.95K+ 20.28% |
$99.3K - $122K
|
17.5K
$616K
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.95K+ 15.23% |
$99.2K - $122K
|
22.3K
$784K
|