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 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.79K- 16.47% |
$57.1K - $68.1K
|
9.07K
$319K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1.99K- 3.85% |
$63.4K - $75.6K
|
49.7K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.1K- 18.62% |
$67K - $79.9K
|
9.18K
$323K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.22K- 29.14% |
$70.8K - $84.4K
|
5.39K
$190K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.26K- 11.57% |
$72K - $85.9K
|
17.2K
$606K
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 7.4% |
$73.9K - $88.1K
|
29K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.38K- 22.93% |
$75.8K - $90.4K
|
7.98K
$281K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.51K- 6.89% |
$80.1K - $95.5K
|
33.9K
$1.19M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.61K- 22.03% |
$83.3K - $99.3K
|
9.23K
$325K
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.62KClosed |
$83.7K - $99.8K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.71K- 16.24% |
$86.6K - $103K
|
14K
$492K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 5.58% |
$88.6K - $106K
|
47K
$1.65M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 35.99% |
$102K - $121K
|
5.67K
$199K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.27K- 6.66% |
$104K - $124K
|
45.9K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.38K- 22.91% |
$108K - $128K
|
11.4K
$399K
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-3.46K- 32.01% |
$110K - $132K
|
7.34K
$258K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.54K- 22.79% |
$113K - $135K
|
12K
$422K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-3.85K- 10.02% |
$123K - $147K
|
34.6K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.87K- 14.55% |
$123K - $147K
|
22.7K
$799K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.09K- 33.43% |
$131K - $156K
|
8.15K
$287K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.53K- 17.72% |
$145K - $173K
|
21.1K
$741K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.53K- 18.9% |
$145K - $173K
|
19.5K
$684K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-4.8K- 24.11% |
$153K - $183K
|
15.1K
$532K
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.85K- 37.24% |
$155K - $185K
|
8.18K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.9K- 7.02% |
$156K - $186K
|
64.8K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.97K- 11.22% |
$159K - $189K
|
39.3K
$1.38M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-4.99K- 43.51% |
$159K - $190K
|
6.47K
$228K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-5.06K- 27.28% |
$162K - $193K
|
13.5K
$475K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.14KClosed |
$164K - $196K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.21K- 31.86% |
$166K - $198K
|
11.1K
$392K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.28K- 6.51% |
$169K - $201K
|
75.9K
$2.67M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.52K- 22.29% |
$176K - $210K
|
19.2K
$676K
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-5.53KClosed |
$177K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.6K- 61.61% |
$179K - $213K
|
3.49K
$123K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.65K- 19.46% |
$180K - $215K
|
23.4K
$822K
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.65KClosed |
$180K - $215K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.66K- 33.94% |
$181K - $215K
|
11K
$387K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.69KClosed |
$181K - $216K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.83KClosed |
$186K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.87K- 24.19% |
$187K - $223K
|
18.4K
$647K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.87K- 2.87% |
$187K - $223K
|
199K
$6.99M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.89K- 30.86% |
$188K - $224K
|
13.2K
$464K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-5.9KClosed |
$188K - $225K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.05K- 31.19% |
$193K - $230K
|
13.3K
$469K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-6.07KClosed |
$194K - $231K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-6.11K- 46.78% |
$195K - $233K
|
6.95K
$245K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.26KClosed |
$200K - $238K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-6.37KClosed |
$203K - $242K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.4K- 9.77% |
$204K - $244K
|
59.1K
$2.08M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.51KClosed |
$208K - $248K
|
0
$0
|