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 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.94K+ 6.92% |
$99K - $122K
|
45.4K
$1.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.92K+ 4.13% |
$98.4K - $121K
|
73.7K
$2.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.91K+ 40.04% |
$98K - $120K
|
10.2K
$358K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.91K+ 5.4% |
$97.9K - $120K
|
56.8K
$2M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.8K+ 691.6% |
$94.3K - $116K
|
3.21K
$113K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.78K+ 5.89% |
$93.7K - $115K
|
50K
$1.76M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.66K+ 2.13% |
$89.5K - $110K
|
127K
$4.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.64K+ 5.92% |
$89K - $109K
|
47.3K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.61K+ 40.33% |
$87.9K - $108K
|
9.09K
$320K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.59K+ 26.15% |
$87.3K - $107K
|
12.5K
$440K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 41.28% |
$87.1K - $107K
|
8.86K
$312K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.5K+ 15.59% |
$84.1K - $103K
|
18.5K
$652K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 11.73% |
$83.5K - $103K
|
23.6K
$831K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.44K+ 10.94% |
$82.1K - $101K
|
24.8K
$870K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.29K+ 4.58% |
$77.1K - $94.7K
|
52.3K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.27K+ 30.93% |
$76.4K - $94K
|
9.61K
$338K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.23K+ 9.68% |
$75.1K - $92.3K
|
25.3K
$889K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 43.27% |
$74.9K - $92K
|
7.37K
$259K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.19K+ 16.83% |
$73.5K - $90.4K
|
15.2K
$534K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.18K+ 3.01% |
$73.4K - $90.2K
|
74.6K
$2.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.18K+ 13.16% |
$73.3K - $90.1K
|
18.7K
$659K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17K+ 25.02% |
$73.2K - $89.9K
|
10.9K
$382K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.13K+ 8.02% |
$71.6K - $88K
|
28.6K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.06K+ 30.26% |
$69.3K - $85.1K
|
8.86K
$312K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
2.06K+ 15.66% |
$69.2K - $85.1K
|
15.2K
$534K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.03K+ 4.09% |
$68.3K - $83.9K
|
51.7K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.97K+ 10.98% |
$66.4K - $81.6K
|
19.9K
$701K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.93K+ 8.5% |
$65.1K - $80K
|
24.7K
$868K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.89K+ 28.14% |
$63.8K - $78.4K
|
8.63K
$303K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.87K+ 1.8% |
$62.9K - $77.3K
|
106K
$3.72M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.86K+ 26.19% |
$62.5K - $76.8K
|
8.95K
$315K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.78K+ 4.27% |
$60K - $73.7K
|
43.5K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.77K+ 12.16% |
$59.6K - $73.2K
|
16.3K
$574K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.77K+ 15.64% |
$59.5K - $73.1K
|
13.1K
$459K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.76K+ 2.18% |
$59.2K - $72.8K
|
82.4K
$2.9M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.76K+ 10.07% |
$59.1K - $72.6K
|
19.2K
$675K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 7.74% |
$58.6K - $72.1K
|
24.3K
$853K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.72KNew |
$57.9K - $71.2K
|
1.72K
$60.5K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.71K+ 44.36% |
$57.5K - $70.7K
|
5.56K
$195K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.68K+ 16.52% |
$56.5K - $69.4K
|
11.8K
$416K
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.66K+ 13.72% |
$55.7K - $68.5K
|
13.7K
$482K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.65K+ 31.21% |
$55.5K - $68.2K
|
6.93K
$244K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.64K+ 19.04% |
$55.1K - $67.8K
|
10.2K
$360K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.62K+ 7.89% |
$54.4K - $66.9K
|
22.1K
$778K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.6K+ 22.99% |
$53.9K - $66.2K
|
8.56K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 15.98% |
$52.5K - $64.5K
|
11.3K
$398K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.56K+ 10.53% |
$52.4K - $64.4K
|
16.3K
$575K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.55K+ 17.44% |
$52K - $63.9K
|
10.4K
$366K
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
1.51K+ 24.71% |
$50.8K - $62.4K
|
7.61K
$268K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.51KNew |
$50.7K - $62.3K
|
1.51K
$52.9K
|