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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.44K+ 8.74% |
$48.6K - $59.7K
|
17.9K
$631K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$48.3K - $59.3K
|
1.43K
$50.4K
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 11.04% |
$48.1K - $59.1K
|
14.4K
$505K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 4.45% |
$47.4K - $58.2K
|
33.1K
$1.16M
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1.4KNew |
$47.2K - $58K
|
1.4K
$49.3K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36KNew |
$45.6K - $56.1K
|
1.36K
$47.7K
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.35K+ 19.61% |
$45.4K - $55.8K
|
8.22K
$289K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 13.46% |
$43.5K - $53.4K
|
10.9K
$383K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.27K+ 18.6% |
$42.7K - $52.5K
|
8.1K
$285K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 9.39% |
$41.4K - $50.9K
|
14.3K
$504K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.18K+ 5.33% |
$39.7K - $48.7K
|
23.3K
$818K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.17K+ 77.93% |
$39.2K - $48.2K
|
2.66K
$93.6K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.08K+ 17.34% |
$36.2K - $44.5K
|
7.28K
$256K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.06KNew |
$35.7K - $43.9K
|
1.06K
$37.4K
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
979+ 8.21% |
$33K - $40.5K
|
12.9K
$454K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
915+ 831.82% |
$30.8K - $37.9K
|
1.03K
$36K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
903New |
$30.4K - $37.4K
|
903
$31.8K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
877+ 17.06% |
$29.5K - $36.3K
|
6.02K
$212K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
875+ 13.52% |
$29.5K - $36.2K
|
7.35K
$258K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
845+ 12.73% |
$28.4K - $35K
|
7.49K
$263K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
841+ 11.42% |
$28.3K - $34.8K
|
8.21K
$289K
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
836+ 8.39% |
$28.1K - $34.6K
|
10.8K
$380K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
797New |
$26.8K - $33K
|
797
$28K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
730+ 4.07% |
$24.6K - $30.2K
|
18.7K
$657K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
712New |
$24K - $29.5K
|
712
$25K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
707+ 2.3% |
$23.8K - $29.2K
|
31.4K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
704+ 41.98% |
$23.7K - $29.1K
|
2.38K
$83.7K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
687+ 8.62% |
$23.1K - $28.4K
|
8.66K
$305K
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
667+ 12.17% |
$22.5K - $27.6K
|
6.15K
$216K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
661+ 9.8% |
$22.2K - $27.3K
|
7.4K
$260K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
626+ 4.07% |
$21.1K - $25.9K
|
16K
$563K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
615+ 8.1% |
$20.7K - $25.4K
|
8.21K
$289K
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
570+ 7.57% |
$19.2K - $23.6K
|
8.1K
$285K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
568New |
$19.1K - $23.5K
|
568
$20K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 7.39% |
$18.9K - $23.2K
|
8.17K
$287K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
553New |
$18.6K - $22.9K
|
553
$19.4K
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
526+ 5.3% |
$17.7K - $21.8K
|
10.5K
$368K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
518+ 8.41% |
$17.4K - $21.4K
|
6.68K
$235K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
509+ 2.28% |
$17.1K - $21.1K
|
22.8K
$802K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
483+ 1.97% |
$16.3K - $20K
|
25K
$881K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
446+ 2.96% |
$15K - $18.5K
|
15.5K
$546K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
427+ 8.74% |
$14.4K - $17.7K
|
5.31K
$187K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
417New |
$14K - $17.3K
|
417
$14.7K
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
410+ 7.77% |
$13.8K - $17K
|
5.68K
$200K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
385+ 4.22% |
$13K - $15.9K
|
9.51K
$334K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
382+ 15.34% |
$12.9K - $15.8K
|
2.87K
$101K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
367+ 5.61% |
$12.4K - $15.2K
|
6.91K
$243K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
364New |
$12.3K - $15.1K
|
364
$12.8K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
356+ 5.96% |
$12K - $14.7K
|
6.33K
$223K
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
351+ 6.78% |
$11.8K - $14.5K
|
5.53K
$195K
|