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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45.8K- 35.94% |
$1.46M - $1.74M
|
81.6K
$2.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.4K- 54.75% |
$1.48M - $1.76M
|
38.3K
$1.35M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-46.7KClosed |
$1.49M - $1.78M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.3K- 66.63% |
$1.54M - $1.84M
|
24.2K
$850K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-53K- 53.8% |
$1.69M - $2.02M
|
45.5K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.2K- 48.92% |
$1.7M - $2.02M
|
55.6K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.6K- 95.74% |
$1.71M - $2.04M
|
2.38K
$83.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-56K- 55.77% |
$1.79M - $2.13M
|
44.4K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58.6K- 65.56% |
$1.87M - $2.23M
|
30.8K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-58.7K- 18.12% |
$1.87M - $2.23M
|
265K
$9.32M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.6KClosed |
$2.03M - $2.42M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-64.5K- 87.61% |
$2.06M - $2.46M
|
9.13K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66.5K- 9.17% |
$2.12M - $2.53M
|
658K
$23.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-73.1K- 99.46% |
$2.33M - $2.78M
|
396
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74K- 58.73% |
$2.36M - $2.82M
|
52K
$1.83M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-76.1K- 59.76% |
$2.43M - $2.9M
|
51.3K
$1.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-77.1K- 50.35% |
$2.46M - $2.93M
|
76K
$2.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-83.2K- 68.39% |
$2.66M - $3.17M
|
38.5K
$1.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-86.2K- 75.53% |
$2.75M - $3.28M
|
27.9K
$983K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-92.9K- 80.01% |
$2.96M - $3.53M
|
23.2K
$816K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-102K- 75.34% |
$3.26M - $3.88M
|
33.4K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102K- 40.04% |
$3.27M - $3.9M
|
153K
$5.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-103K- 23.81% |
$3.28M - $3.91M
|
329K
$11.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-104K- 53.8% |
$3.32M - $3.95M
|
89.3K
$3.14M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-111K- 80.15% |
$3.54M - $4.23M
|
27.5K
$967K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-114K- 27.81% |
$3.63M - $4.32M
|
295K
$10.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-115K- 73.47% |
$3.68M - $4.39M
|
41.6K
$1.46M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-115K- 73.83% |
$3.69M - $4.39M
|
40.9K
$1.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-116K- 88.82% |
$3.69M - $4.4M
|
14.5K
$511K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-117K- 33.93% |
$3.74M - $4.46M
|
228K
$8.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-119K- 75.14% |
$3.79M - $4.51M
|
39.2K
$1.38M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-123K- 73.86% |
$3.91M - $4.66M
|
43.4K
$1.52M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-126KClosed |
$4.01M - $4.78M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-127K- 71.97% |
$4.06M - $4.84M
|
49.5K
$1.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-130KClosed |
$4.16M - $4.96M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-130K- 76.19% |
$4.16M - $4.96M
|
40.8K
$1.43M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-136KClosed |
$4.33M - $5.17M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-136K- 34.5% |
$4.35M - $5.18M
|
258K
$9.09M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-142K- 36.8% |
$4.53M - $5.4M
|
244K
$8.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-145K- 93.03% |
$4.64M - $5.53M
|
10.9K
$383K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-152K- 82.43% |
$4.86M - $5.79M
|
32.4K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-159K- 63.72% |
$5.07M - $6.04M
|
90.4K
$3.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-165K- 7.45% |
$5.27M - $6.29M
|
2.05M
$72.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-168K- 82.75% |
$5.35M - $6.38M
|
34.9K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-183K- 44.66% |
$5.84M - $6.96M
|
227K
$7.97M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-188K- 58.54% |
$6.01M - $7.17M
|
133K
$4.69M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189K- 40.79% |
$6.04M - $7.2M
|
274K
$9.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-191K- 50.53% |
$6.11M - $7.28M
|
187K
$6.59M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-216K- 21.69% |
$6.9M - $8.23M
|
780K
$27.4M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-231K- 82.71% |
$7.36M - $8.78M
|
48.2K
$1.7M
|