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 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.1KNew |
$608K - $725K
|
19.1K
$670K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.9K+ 5.9% |
$540K - $644K
|
304K
$10.7M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
16.9KNew |
$539K - $643K
|
16.9K
$594K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16.9K+ 116.91% |
$539K - $642K
|
31.3K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.4K+ 11.65% |
$522K - $623K
|
157K
$5.51M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16KNew |
$512K - $610K
|
16K
$564K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
15.7K+ 2.31% |
$503K - $599K
|
696K
$24.5M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15.2K+ 93.34% |
$485K - $578K
|
31.5K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
14.9K+ 53.09% |
$475K - $566K
|
42.9K
$1.51M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.5K+ 101.58% |
$462K - $550K
|
28.7K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.3K+ 99.62% |
$455K - $543K
|
28.6K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14K+ 7.88% |
$446K - $531K
|
191K
$6.72M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.9K+ 124.16% |
$444K - $530K
|
25.1K
$884K
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
13.9K+ 9.6% |
$444K - $529K
|
159K
$5.58M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
13.7KNew |
$437K - $521K
|
13.7K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.2K+ 59.02% |
$422K - $503K
|
35.6K
$1.25M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13K+ 127.4% |
$414K - $493K
|
23.1K
$814K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.5K+ 40.36% |
$399K - $476K
|
43.5K
$1.53M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
12.3KNew |
$392K - $467K
|
12.3K
$431K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.5KNew |
$368K - $438K
|
11.5K
$405K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11.1K+ 9.85% |
$355K - $423K
|
124K
$4.36M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 21.93% |
$349K - $416K
|
60.7K
$2.14M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.8K+ 58.02% |
$343K - $409K
|
29.3K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$337K - $402K
|
10.6K
$372K
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$325K - $387K
|
10.2K
$358K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.8K+ 114.32% |
$313K - $373K
|
18.4K
$646K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.74KNew |
$311K - $370K
|
9.74K
$342K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.74KNew |
$311K - $370K
|
9.74K
$342K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.71KNew |
$310K - $369K
|
9.71K
$341K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.6K+ 33.5% |
$306K - $365K
|
38.2K
$1.34M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.58K+ 40.07% |
$306K - $365K
|
33.5K
$1.18M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.42K+ 29.68% |
$301K - $358K
|
41.1K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.41K+ 4.56% |
$300K - $358K
|
216K
$7.59M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.16K+ 37.33% |
$292K - $349K
|
33.7K
$1.19M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.14KNew |
$292K - $348K
|
9.14K
$321K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.88K+ 14.61% |
$284K - $338K
|
69.7K
$2.45M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.67K+ 9.78% |
$277K - $330K
|
97.3K
$3.42M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.4KNew |
$268K - $319K
|
8.4K
$295K
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.14K+ 43.55% |
$260K - $310K
|
26.8K
$944K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.13K+ 19.96% |
$259K - $309K
|
48.9K
$1.72M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.06KNew |
$257K - $307K
|
8.06K
$283K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.42K+ 25.28% |
$237K - $282K
|
36.8K
$1.29M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
7.25KNew |
$232K - $276K
|
7.25K
$255K
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.03K+ 29.87% |
$224K - $267K
|
30.5K
$1.07M
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
7KNew |
$224K - $266K
|
7K
$246K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7K+ 93.33% |
$223K - $266K
|
14.5K
$510K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.92K+ 2.06% |
$221K - $263K
|
343K
$12.1M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.47K+ 45.1% |
$206K - $246K
|
20.8K
$732K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.37KNew |
$203K - $242K
|
6.37K
$224K
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.33KNew |
$202K - $241K
|
6.33K
$222K
|