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 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 7.06% |
$11.7K - $14.4K
|
5.3K
$186K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
342+ 6.23% |
$11.5K - $14.1K
|
5.83K
$205K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
339New |
$11.4K - $14K
|
339
$11.9K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
332+ 7.86% |
$11.2K - $13.7K
|
4.56K
$160K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
330+ 5.48% |
$11.1K - $13.7K
|
6.35K
$223K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 1.17% |
$11K - $13.6K
|
28.3K
$995K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
309+ 159.28% |
$10.4K - $12.8K
|
503
$17.7K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
307+ 1.92% |
$10.3K - $12.7K
|
16.3K
$573K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
306+ 2.16% |
$10.3K - $12.7K
|
14.5K
$508K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
304+ 157.51% |
$10.2K - $12.6K
|
497
$17.5K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
302+ 2.11% |
$10.2K - $12.5K
|
14.6K
$515K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 0.08% |
$9.96K - $12.2K
|
395K
$13.9M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
286+ 2.26% |
$9.63K - $11.8K
|
13K
$455K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 10.77% |
$9.16K - $11.3K
|
2.8K
$98.4K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
241+ 1.33% |
$8.11K - $9.97K
|
18.4K
$648K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
230+ 8.17% |
$7.74K - $9.52K
|
3.04K
$107K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
213+ 2.91% |
$7.17K - $8.81K
|
7.53K
$265K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
203+ 0.91% |
$6.83K - $8.4K
|
22.4K
$788K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
192+ 3.41% |
$6.46K - $7.94K
|
5.82K
$205K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
190+ 3.17% |
$6.4K - $7.86K
|
6.18K
$217K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
189+ 10.11% |
$6.36K - $7.82K
|
2.06K
$72.4K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
153+ 2.08% |
$5.15K - $6.33K
|
7.52K
$264K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
152New |
$5.12K - $6.29K
|
152
$5.35K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
141New |
$4.75K - $5.83K
|
141
$4.96K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
138+ 62.44% |
$4.65K - $5.71K
|
359
$12.6K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
137+ 12.41% |
$4.61K - $5.67K
|
1.24K
$43.6K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
124New |
$4.17K - $5.13K
|
124
$4.36K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 12.53% |
$4.07K - $5.01K
|
1.09K
$38.2K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
120+ 12.96% |
$4.04K - $4.96K
|
1.05K
$36.8K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 0.78% |
$4.01K - $4.92K
|
15.5K
$544K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
109New |
$3.67K - $4.51K
|
109
$3.83K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
106+ 8.4% |
$3.57K - $4.39K
|
1.37K
$48.1K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
104+ 3.8% |
$3.5K - $4.3K
|
2.84K
$100K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
102+ 0.84% |
$3.43K - $4.22K
|
12.2K
$431K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
100+ 0.86% |
$3.37K - $4.14K
|
11.8K
$415K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
90+ 1.3% |
$3.03K - $3.72K
|
7.04K
$247K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
90New |
$3.03K - $3.72K
|
90
$3.17K
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
76+ 1.78% |
$2.56K - $3.14K
|
4.35K
$153K
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
56+ 3.06% |
$1.88K - $2.32K
|
1.89K
$66.3K
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
36+ 5.11% |
$1.21K - $1.49K
|
740
$26K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29+ 0.1% |
$976 - $1.2K
|
30.4K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26+ 14.86% |
$875 - $1.08K
|
201
$7.07K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
25+ 0.09% |
$841 - $1.03K
|
28.8K
$1.01M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25+ 6.78% |
$841 - $1.03K
|
394
$13.9K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
24New |
$808 - $993
|
24
$844
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 6.13% |
$741 - $910
|
381
$13.4K
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12+ 0.06% |
$404 - $496
|
19.8K
$697K
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
10+ 0.14% |
$337 - $414
|
7.42K
$261K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$303 - $372
|
9
$317
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6New |
$202 - $248
|
6
$211
|