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 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.04% |
$135 - $165
|
9.43K
$332K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.36% |
$67.3 - $82.7
|
563
$19.8K
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$33.7 - $41.4
|
8.89K
$313K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-11- 0.17% |
$370 - $455
|
6.28K
$221K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-12- 1.0% |
$404 - $496
|
1.19K
$41.8K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22Closed |
$741 - $910
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32- 1.62% |
$1.08K - $1.32K
|
1.94K
$68.3K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33- 0.18% |
$1.11K - $1.37K
|
18.1K
$637K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-42Closed |
$1.41K - $1.74K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-54- 1.04% |
$1.82K - $2.23K
|
5.14K
$181K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-65- 3.35% |
$2.19K - $2.69K
|
1.88K
$66K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-79- 0.72% |
$2.66K - $3.27K
|
10.9K
$384K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-79Closed |
$2.66K - $3.27K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80Closed |
$2.69K - $3.31K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-81- 2.72% |
$2.73K - $3.35K
|
2.89K
$102K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.2% |
$3.37K - $4.14K
|
49.7K
$1.75M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$3.37K - $4.14K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-115Closed |
$3.87K - $4.76K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-132Closed |
$4.44K - $5.46K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-144- 0.77% |
$4.85K - $5.96K
|
18.7K
$657K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-149- 10.11% |
$5.02K - $6.16K
|
1.33K
$46.6K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-162Closed |
$5.45K - $6.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-196- 1.99% |
$6.6K - $8.11K
|
9.66K
$340K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-270- 2.66% |
$9.09K - $11.2K
|
9.89K
$348K
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-270- 3.98% |
$9.09K - $11.2K
|
6.51K
$229K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-288- 8.61% |
$9.69K - $11.9K
|
3.06K
$108K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 5.17% |
$9.8K - $12K
|
5.34K
$188K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-300- 6.87% |
$10.1K - $12.4K
|
4.06K
$143K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-325- 27.38% |
$10.9K - $13.4K
|
862
$30.3K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-330- 26.25% |
$11.1K - $13.7K
|
927
$32.6K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-330- 26.25% |
$11.1K - $13.7K
|
927
$32.6K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-348- 4.43% |
$11.7K - $14.4K
|
7.51K
$264K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-352Closed |
$11.8K - $14.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-355- 3.05% |
$11.9K - $14.7K
|
11.3K
$397K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-365Closed |
$12.3K - $15.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-371- 3.48% |
$12.5K - $15.3K
|
10.3K
$362K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-385- 57.04% |
$13K - $15.9K
|
290
$10.2K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-385- 0.25% |
$13K - $15.9K
|
153K
$5.38M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-403Closed |
$13.6K - $16.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-409- 3.96% |
$13.8K - $16.9K
|
9.93K
$349K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-417- 7.1% |
$14K - $17.3K
|
5.46K
$192K
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-420- 1.93% |
$14.1K - $17.4K
|
21.3K
$749K
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-435- 2.98% |
$14.6K - $18K
|
14.2K
$499K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-463- 88.02% |
$15.6K - $19.2K
|
63
$2.22K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-507Closed |
$17.1K - $21K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-553- 5.07% |
$18.6K - $22.9K
|
10.4K
$364K
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-569- 3.39% |
$19.2K - $23.5K
|
16.2K
$570K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-588- 2.63% |
$19.8K - $24.3K
|
21.7K
$764K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-610Closed |
$20.5K - $25.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-667- 6.35% |
$22.5K - $27.6K
|
9.83K
$346K
|