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 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.75K+ 25.18% |
$55.7K - $66.4K
|
8.67K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.7K+ 25.47% |
$54.3K - $64.7K
|
8.38K
$295K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 25.47% |
$54.3K - $64.7K
|
8.38K
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.7K+ 29.87% |
$54.2K - $64.6K
|
7.38K
$260K
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
1.64K+ 19.77% |
$52.5K - $62.6K
|
9.96K
$350K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.44K+ 1.77% |
$45.9K - $54.7K
|
82.6K
$2.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.35K+ 5.2% |
$43K - $51.2K
|
27.2K
$957K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 9.28% |
$42.5K - $50.7K
|
15.7K
$552K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.29KNew |
$41.3K - $49.2K
|
1.29K
$45.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.26K+ 17.21% |
$40.3K - $48K
|
8.6K
$302K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.26K+ 6.34% |
$40.1K - $47.8K
|
21K
$740K
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 15.19% |
$39.8K - $47.4K
|
9.46K
$333K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
1.17K+ 20.17% |
$37.4K - $44.6K
|
6.99K
$246K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.16K+ 0.77% |
$37.1K - $44.3K
|
153K
$5.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.15K+ 6.36% |
$36.7K - $43.8K
|
19.3K
$677K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.14K+ 1785.94% |
$36.5K - $43.5K
|
1.21K
$42.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.53% |
$35.1K - $41.9K
|
11.6K
$406K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.1K+ 19.84% |
$35.1K - $41.9K
|
6.65K
$234K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.09K+ 12.55% |
$34.7K - $41.4K
|
9.75K
$343K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.01KNew |
$32.2K - $38.4K
|
1.01K
$35.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
903+ 8.3% |
$28.8K - $34.4K
|
11.8K
$415K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
839+ 16.58% |
$26.8K - $31.9K
|
5.9K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
814+ 90.14% |
$26K - $31K
|
1.72K
$60.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
812+ 0.47% |
$25.9K - $30.9K
|
173K
$6.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
812+ 26.68% |
$25.9K - $30.9K
|
3.86K
$136K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$25.5K - $30.4K
|
800
$28.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
792+ 10.52% |
$25.3K - $30.1K
|
8.32K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
783+ 5.54% |
$25K - $29.8K
|
14.9K
$525K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
771+ 11.85% |
$24.6K - $29.3K
|
7.28K
$256K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
731+ 589.52% |
$23.3K - $27.8K
|
855
$30.1K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
715+ 37.91% |
$22.8K - $27.2K
|
2.6K
$91.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
703+ 34.16% |
$22.4K - $26.7K
|
2.76K
$97.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
689+ 1.45% |
$22K - $26.2K
|
48.4K
$1.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
687+ 2.04% |
$21.9K - $26.1K
|
34.4K
$1.21M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
673+ 14.77% |
$21.5K - $25.6K
|
5.23K
$184K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 437.5% |
$21.2K - $25.3K
|
817
$28.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
633+ 2.84% |
$20.2K - $24.1K
|
22.9K
$806K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
576+ 7.01% |
$18.4K - $21.9K
|
8.8K
$309K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
545+ 130.7% |
$17.4K - $20.7K
|
962
$33.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
532+ 3.69% |
$17K - $20.2K
|
14.9K
$525K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
531+ 32.96% |
$16.9K - $20.2K
|
2.14K
$75.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
514New |
$16.4K - $19.6K
|
514
$18.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
490+ 47.8% |
$15.6K - $18.6K
|
1.52K
$53.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
488New |
$15.6K - $18.6K
|
488
$17.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
470+ 16.8% |
$15K - $17.9K
|
3.27K
$115K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
467New |
$14.9K - $17.8K
|
467
$16.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
450New |
$14.4K - $17.1K
|
450
$15.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
446+ 15.52% |
$14.2K - $17K
|
3.32K
$117K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
438+ 3.39% |
$14K - $16.7K
|
13.3K
$469K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
436+ 6.86% |
$13.9K - $16.6K
|
6.79K
$239K
|