Purchases and Sales Made in Q2 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 42.01% |
$427K - $509K
|
18.5K
$650K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13.5KClosed |
$430K - $512K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 24.11% |
$436K - $519K
|
43K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.7K- 41.28% |
$436K - $520K
|
19.4K
$683K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13.7KClosed |
$438K - $522K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14.2K- 53.3% |
$452K - $539K
|
12.4K
$436K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-14.4KClosed |
$459K - $548K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-14.7KClosed |
$469K - $560K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-14.7K- 61.05% |
$471K - $561K
|
9.41K
$331K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15K- 51.72% |
$478K - $570K
|
14K
$492K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 44.86% |
$490K - $584K
|
18.9K
$664K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-15.9K- 50.51% |
$506K - $604K
|
15.5K
$547K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-17.3K- 38.93% |
$552K - $658K
|
27.1K
$954K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17.5KClosed |
$559K - $666K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-18.7K- 31.38% |
$596K - $711K
|
40.9K
$1.44M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-19K- 37.94% |
$606K - $722K
|
31K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-19.6K- 99.92% |
$625K - $745K
|
16
$563
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.6K- 43.7% |
$625K - $745K
|
25.2K
$888K
|
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-20K- 6.18% |
$639K - $762K
|
304K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.1K- 58.05% |
$641K - $764K
|
14.5K
$511K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-21.1K- 68.79% |
$673K - $802K
|
9.56K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-22KClosed |
$702K - $837K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.6K- 40.54% |
$753K - $898K
|
34.6K
$1.22M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-23.7K- 67.42% |
$755K - $900K
|
11.4K
$402K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.1K- 56.54% |
$769K - $917K
|
18.5K
$651K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-24.5K- 51.81% |
$783K - $934K
|
22.8K
$803K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.7K- 43.3% |
$788K - $939K
|
32.3K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25K- 12.26% |
$799K - $953K
|
179K
$6.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.4K- 40.87% |
$907K - $1.08M
|
41.1K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-28.7K- 17.15% |
$916K - $1.09M
|
139K
$4.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-28.8KClosed |
$921K - $1.1M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-29.9K- 68.79% |
$955K - $1.14M
|
13.6K
$477K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-30.2KClosed |
$965K - $1.15M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 50.25% |
$970K - $1.16M
|
30.1K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-31.1K- 54.71% |
$992K - $1.18M
|
25.7K
$905K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.2K- 75.23% |
$996K - $1.19M
|
10.3K
$361K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-32.5K- 58.96% |
$1.04M - $1.24M
|
22.6K
$796K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.6K- 52.04% |
$1.04M - $1.24M
|
30K
$1.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.5K- 19.05% |
$1.07M - $1.28M
|
143K
$5.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.7K- 17.7% |
$1.08M - $1.28M
|
157K
$5.51M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34.2K- 49.46% |
$1.09M - $1.3M
|
35K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-34.4K- 82.84% |
$1.1M - $1.31M
|
7.13K
$251K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-34.7K- 52.23% |
$1.11M - $1.32M
|
31.7K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37K- 36.68% |
$1.18M - $1.41M
|
63.8K
$2.24M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.7K- 33.13% |
$1.2M - $1.43M
|
76.1K
$2.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-41.4KClosed |
$1.32M - $1.57M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-41.4K- 27.79% |
$1.32M - $1.58M
|
108K
$3.78M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-41.9K- 44.29% |
$1.34M - $1.59M
|
52.7K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-42.9K- 47.3% |
$1.37M - $1.63M
|
47.8K
$1.68M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44.9K- 34.61% |
$1.43M - $1.71M
|
84.8K
$2.98M
|