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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 7.61% |
$958 - $1.14K
|
424
$14.9K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$862 - $1.03K
|
27
$950
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
24+ 0.9% |
$766 - $913
|
2.68K
$94.4K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$606 - $723
|
19
$668
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
18+ 0.65% |
$575 - $685
|
2.8K
$98.3K
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17+ 1.4% |
$543 - $647
|
1.23K
$43.2K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$543 - $647
|
17
$598
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
17New |
$543 - $647
|
17
$598
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$351 - $419
|
11
$387
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.75% |
$128 - $152
|
232
$8.16K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.27% |
$128 - $152
|
318
$11.2K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.29% |
$128 - $152
|
1.37K
$48.3K
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.38% |
$95.8 - $114
|
800
$28.1K
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2+ 0.02% |
$63.8 - $76.1
|
8.1K
$285K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$31.9 - $38.1
|
1
$35.2
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
$31.9 - $38.1
|
104
$3.66K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- -0.0% |
$31.9 - $38.1
|
76.1K
$2.68M
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-7- 0.95% |
$223 - $266
|
733
$25.8K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9Closed |
$287 - $342
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 0.88% |
$862 - $1.03K
|
3.03K
$107K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31- 0.01% |
$990 - $1.18K
|
311K
$10.9M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38- 0.51% |
$1.21K - $1.45K
|
7.48K
$263K
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-41- 0.12% |
$1.31K - $1.56K
|
33.4K
$1.17M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 6.5% |
$1.79K - $2.13K
|
806
$28.3K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-62- 0.9% |
$1.98K - $2.36K
|
6.85K
$241K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-82- 79.61% |
$2.62K - $3.12K
|
21
$739
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-85- 0.88% |
$2.71K - $3.23K
|
9.57K
$337K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-85- 0.2% |
$2.71K - $3.23K
|
42.9K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-89- 6.72% |
$2.84K - $3.39K
|
1.24K
$43.5K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-90Closed |
$2.87K - $3.42K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-91Closed |
$2.9K - $3.46K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-93- 0.39% |
$2.97K - $3.54K
|
23.5K
$828K
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-98- 0.96% |
$3.13K - $3.73K
|
10.1K
$357K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-109Closed |
$3.48K - $4.15K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-112- 5.16% |
$3.58K - $4.26K
|
2.06K
$72.4K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-121- 0.66% |
$3.86K - $4.6K
|
18.2K
$641K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-123- 34.75% |
$3.93K - $4.68K
|
231
$8.12K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-125- 1.87% |
$3.99K - $4.76K
|
6.55K
$231K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-128- 0.37% |
$4.09K - $4.87K
|
34.4K
$1.21M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 64.68% |
$4.15K - $4.95K
|
71
$2.5K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-130- 0.57% |
$4.15K - $4.95K
|
22.6K
$795K
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-131- 1.56% |
$4.18K - $4.98K
|
8.25K
$290K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-140- 1.9% |
$4.47K - $5.33K
|
7.23K
$254K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-141Closed |
$4.5K - $5.37K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-150- 1.19% |
$4.79K - $5.71K
|
12.4K
$438K
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-170- 1.43% |
$5.43K - $6.47K
|
11.7K
$411K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-174Closed |
$5.55K - $6.62K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-204- 18.77% |
$6.51K - $7.76K
|
883
$31.1K
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-206- 4.74% |
$6.58K - $7.84K
|
4.14K
$146K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-212- 55.64% |
$6.77K - $8.07K
|
169
$5.94K
|