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 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-215- 0.52% |
$6.86K - $8.18K
|
40.9K
$1.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-254- 0.74% |
$8.11K - $9.66K
|
33.9K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-275- 2.1% |
$8.78K - $10.5K
|
12.8K
$450K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-304- 1.69% |
$9.7K - $11.6K
|
17.6K
$621K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-315- 3.31% |
$10.1K - $12K
|
9.2K
$323K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-335- 0.48% |
$10.7K - $12.7K
|
68.8K
$2.42M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-364Closed |
$11.6K - $13.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-366- 30.81% |
$11.7K - $13.9K
|
822
$28.9K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-369- 3.62% |
$11.8K - $14K
|
9.81K
$345K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-378- 0.24% |
$12.1K - $14.4K
|
160K
$5.63M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-384- 2.62% |
$12.3K - $14.6K
|
14.2K
$501K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-393- 7.64% |
$12.5K - $15K
|
4.75K
$167K
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-405- 0.16% |
$12.9K - $15.4K
|
247K
$8.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-407- 4.59% |
$13K - $15.5K
|
8.45K
$297K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-413- 2.05% |
$13.2K - $15.7K
|
19.7K
$694K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-413- 5.57% |
$13.2K - $15.7K
|
7K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-435- 2.89% |
$13.9K - $16.6K
|
14.6K
$515K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-446- 80.65% |
$14.2K - $17K
|
107
$3.76K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-450- 10.2% |
$14.4K - $17.1K
|
3.96K
$139K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-465- 41.93% |
$14.8K - $17.7K
|
644
$22.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-465- 5.23% |
$14.8K - $17.7K
|
8.43K
$296K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-478- 16.52% |
$15.3K - $18.2K
|
2.42K
$85K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-503Closed |
$16.1K - $19.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-505- 2.23% |
$16.1K - $19.2K
|
22.1K
$778K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-555Closed |
$17.7K - $21.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-565- 4.79% |
$18K - $21.5K
|
11.2K
$395K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-581- 1.41% |
$18.5K - $22.1K
|
40.6K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-695Closed |
$22.2K - $26.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-700- 2.37% |
$22.3K - $26.6K
|
28.8K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-711- 0.4% |
$22.7K - $27.1K
|
178K
$6.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-848- 2.47% |
$27.1K - $32.3K
|
33.5K
$1.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-887- 8.93% |
$28.3K - $33.8K
|
9.04K
$318K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-896- 5.96% |
$28.6K - $34.1K
|
14.1K
$497K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-997Closed |
$31.8K - $37.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.05K- 11.54% |
$33.6K - $40.1K
|
8.08K
$284K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.06KClosed |
$33.9K - $40.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.12K- 59.37% |
$35.6K - $42.4K
|
763
$26.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.19K- 14.47% |
$38K - $45.4K
|
7.04K
$248K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2K- 33.68% |
$38.2K - $45.6K
|
2.36K
$83K
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-1.32K- 11.06% |
$42.1K - $50.2K
|
10.6K
$373K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.36KClosed |
$43.3K - $51.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.41K- 14.75% |
$45.1K - $53.8K
|
8.17K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1.43KClosed |
$45.8K - $54.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.44K- 0.7% |
$46.1K - $54.9K
|
206K
$7.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.52K- 6.14% |
$48.4K - $57.7K
|
23.2K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 13.33% |
$50.4K - $60K
|
10.3K
$361K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.63K- 8.24% |
$52.1K - $62.1K
|
18.2K
$640K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.65K- 0.55% |
$52.7K - $62.8K
|
300K
$10.6M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.72KClosed |
$54.9K - $65.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 32.01% |
$55.7K - $66.4K
|
3.71K
$130K
|