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 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
410+ 6.48% |
$13.1K - $15.6K
|
6.74K
$237K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
387+ 5.23% |
$12.4K - $14.7K
|
7.79K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
379+ 1.74% |
$12.1K - $14.4K
|
22.1K
$778K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
377New |
$12K - $14.3K
|
377
$13.3K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
370New |
$11.8K - $14.1K
|
370
$13K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
370+ 5.99% |
$11.8K - $14.1K
|
6.55K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
366New |
$11.7K - $13.9K
|
366
$12.9K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
360New |
$11.5K - $13.7K
|
360
$12.7K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
338+ 1.1% |
$10.8K - $12.9K
|
31.1K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
312New |
$9.96K - $11.9K
|
312
$11K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
293New |
$9.35K - $11.1K
|
293
$10.3K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
293+ 4.08% |
$9.35K - $11.1K
|
7.47K
$263K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
282+ 268.57% |
$9K - $10.7K
|
387
$13.6K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
270New |
$8.62K - $10.3K
|
270
$9.5K
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
259+ 3.12% |
$8.27K - $9.85K
|
8.55K
$301K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
250New |
$7.98K - $9.51K
|
250
$8.79K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 8.69% |
$7.88K - $9.4K
|
3.09K
$109K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
239+ 1.49% |
$7.63K - $9.09K
|
16.2K
$571K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
239+ 3.89% |
$7.63K - $9.09K
|
6.39K
$225K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
210+ 0.44% |
$6.7K - $7.99K
|
48K
$1.69M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
209+ 0.86% |
$6.67K - $7.95K
|
24.4K
$858K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
180+ 1.82% |
$5.75K - $6.85K
|
10.1K
$354K
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
174+ 2.29% |
$5.55K - $6.62K
|
7.79K
$274K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
153+ 1.18% |
$4.88K - $5.82K
|
13.1K
$461K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
133New |
$4.25K - $5.06K
|
133
$4.68K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 2.34% |
$3.99K - $4.76K
|
5.46K
$192K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
118+ 3.6% |
$3.77K - $4.49K
|
3.39K
$119K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
112+ 0.87% |
$3.58K - $4.26K
|
13K
$456K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
109+ 0.69% |
$3.48K - $4.15K
|
15.9K
$558K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
106New |
$3.38K - $4.03K
|
106
$3.73K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
103+ 0.12% |
$3.29K - $3.92K
|
82.5K
$2.9M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
100+ 0.66% |
$3.19K - $3.8K
|
15.3K
$537K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
99+ 0.85% |
$3.16K - $3.77K
|
11.7K
$412K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
96New |
$3.06K - $3.65K
|
96
$3.38K
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
95+ 1.22% |
$3.03K - $3.61K
|
7.9K
$278K
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
95+ 0.59% |
$3.03K - $3.61K
|
16.3K
$574K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
82+ 0.5% |
$2.62K - $3.12K
|
16.4K
$577K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
74+ 59.68% |
$2.36K - $2.82K
|
198
$6.96K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
68+ 6.5% |
$2.17K - $2.59K
|
1.11K
$39.2K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
65+ 0.79% |
$2.07K - $2.47K
|
8.27K
$291K
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
64+ 0.3% |
$2.04K - $2.44K
|
21.4K
$751K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
62+ 0.84% |
$1.98K - $2.36K
|
7.47K
$263K
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
59+ 0.66% |
$1.88K - $2.24K
|
9.01K
$317K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
51+ 4.11% |
$1.63K - $1.94K
|
1.29K
$45.4K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51+ 24.76% |
$1.63K - $1.94K
|
257
$9.04K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
47+ 0.75% |
$1.5K - $1.79K
|
6.33K
$223K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43+ 1.81% |
$1.37K - $1.64K
|
2.42K
$85.3K
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
39+ 10.54% |
$1.24K - $1.48K
|
409
$14.4K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
35New |
$1.12K - $1.33K
|
35
$1.23K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35+ 2.33% |
$1.12K - $1.33K
|
1.54K
$54.2K
|