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 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.23KNew |
$199K - $237K
|
6.23K
$219K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.2KNew |
$198K - $236K
|
6.2K
$218K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.1K+ 114.83% |
$195K - $232K
|
11.4K
$401K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.74K+ 20.26% |
$183K - $218K
|
34K
$1.2M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.69K+ 10.99% |
$182K - $217K
|
57.5K
$2.02M
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5.59K+ 29.91% |
$178K - $213K
|
24.3K
$854K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.5K+ 53.35% |
$175K - $209K
|
15.8K
$556K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.25KNew |
$167K - $200K
|
5.25K
$185K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5.19K+ 11.41% |
$166K - $197K
|
50.6K
$1.78M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.15K+ 6.3% |
$164K - $196K
|
87K
$3.06M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.04K+ 19.96% |
$161K - $192K
|
30.3K
$1.07M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.02K+ 7.99% |
$160K - $191K
|
67.8K
$2.39M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.9K+ 26.92% |
$156K - $186K
|
23.1K
$812K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.58K+ 53.49% |
$146K - $174K
|
13.1K
$462K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.49K+ 4.65% |
$143K - $171K
|
101K
$3.56M
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
4.26K+ 9.7% |
$136K - $162K
|
48.2K
$1.69M
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
4.07K+ 4.8% |
$130K - $155K
|
88.9K
$3.13M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$130K - $155K
|
4.07K
$143K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$130K - $155K
|
4.07K
$143K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.06K+ 126.76% |
$130K - $155K
|
7.27K
$256K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 18.01% |
$128K - $153K
|
26.4K
$928K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.97K+ 5.25% |
$127K - $151K
|
79.6K
$2.8M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.52K+ 71.21% |
$112K - $134K
|
8.47K
$298K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.51K+ 63.15% |
$112K - $134K
|
9.07K
$319K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.4KNew |
$108K - $129K
|
3.4K
$120K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.23K+ 25.69% |
$103K - $123K
|
15.8K
$556K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.22KNew |
$103K - $123K
|
3.22K
$113K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.19K+ 6.65% |
$102K - $121K
|
51.2K
$1.8M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.17K+ 46.06% |
$101K - $120K
|
10K
$353K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.14K+ 25.13% |
$100K - $120K
|
15.7K
$551K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.08K+ 5.37% |
$98.4K - $117K
|
60.5K
$2.13M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.93K+ 4.88% |
$93.6K - $112K
|
63K
$2.22M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.92K+ 15.62% |
$93.1K - $111K
|
21.6K
$759K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.91K+ 14.67% |
$92.9K - $111K
|
22.7K
$800K
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.72K+ 11.7% |
$86.9K - $104K
|
26K
$914K
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.69K+ 40.82% |
$85.9K - $102K
|
9.28K
$326K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 9.27% |
$85.6K - $102K
|
31.6K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.53K+ 47.84% |
$80.9K - $96.4K
|
7.83K
$275K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.53K+ 18.72% |
$80.8K - $96.3K
|
16.1K
$565K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.47K+ 23.72% |
$78.8K - $93.9K
|
12.9K
$453K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.45K+ 987.9% |
$78.2K - $93.2K
|
2.7K
$94.9K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.41K+ 15.89% |
$77K - $91.7K
|
17.6K
$618K
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.27K+ 3.76% |
$72.5K - $86.4K
|
62.7K
$2.2M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.26K+ 2.29% |
$72.1K - $86K
|
101K
$3.54M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.23K+ 2.11% |
$71.3K - $85K
|
108K
$3.8M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.15K+ 8.6% |
$68.7K - $81.9K
|
27.2K
$956K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.98K+ 7.44% |
$63.1K - $75.2K
|
28.5K
$1M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.96K+ 10.44% |
$62.4K - $74.4K
|
20.7K
$727K
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 19.32% |
$60.6K - $72.2K
|
11.7K
$412K
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
1.82K+ 15.03% |
$58K - $69.1K
|
13.9K
$489K
|