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
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.51KClosed |
$208K - $248K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.7KClosed |
$214K - $255K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-7.01K- 29.57% |
$224K - $267K
|
16.7K
$587K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-7.02K- 24.36% |
$224K - $267K
|
21.8K
$766K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.03K- 56.21% |
$225K - $268K
|
5.48K
$193K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-7.04KClosed |
$225K - $268K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7.28KClosed |
$232K - $277K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.33K- 30.55% |
$234K - $279K
|
16.7K
$586K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-7.35KClosed |
$235K - $280K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.37K- 5.38% |
$235K - $280K
|
130K
$4.56M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-7.39KClosed |
$236K - $281K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-7.49KClosed |
$239K - $285K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.5KClosed |
$239K - $285K
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7.68K- 89.01% |
$245K - $292K
|
948
$33.3K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.95K- 41.42% |
$254K - $302K
|
11.2K
$395K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-8.01K- 49.01% |
$256K - $305K
|
8.33K
$293K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.09KClosed |
$258K - $308K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.17KClosed |
$261K - $311K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.19K- 23.06% |
$261K - $311K
|
27.3K
$960K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.6K- 79.01% |
$274K - $327K
|
2.28K
$80.3K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-8.85K- 75.16% |
$282K - $337K
|
2.92K
$103K
|
|
May 15, 2023
Q2 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-9KClosed |
$287K - $342K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.01K- 47.44% |
$288K - $343K
|
9.98K
$351K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.09K- 62.87% |
$290K - $346K
|
5.37K
$189K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.15KClosed |
$292K - $348K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.15KClosed |
$292K - $348K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.23K- 75.39% |
$295K - $351K
|
3.01K
$106K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.24KClosed |
$295K - $352K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-9.43KClosed |
$301K - $359K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.55K- 50.58% |
$305K - $363K
|
9.33K
$328K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9.61KClosed |
$307K - $366K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-9.62KClosed |
$307K - $366K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9.83KClosed |
$314K - $374K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.89K- 19.05% |
$316K - $376K
|
42K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.2KClosed |
$324K - $386K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 15.34% |
$325K - $388K
|
56.2K
$1.98M
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-10.3K- 58.37% |
$329K - $392K
|
7.35K
$258K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-10.5KClosed |
$336K - $400K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-10.8K- 58.72% |
$345K - $412K
|
7.61K
$268K
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-11.4K- 10.46% |
$363K - $432K
|
97.2K
$3.42M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$370K - $441K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.9K- 17.03% |
$378K - $451K
|
57.8K
$2.03M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-12.1K- 65.27% |
$386K - $460K
|
6.44K
$226K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 25.71% |
$388K - $463K
|
35.1K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.4K- 56.3% |
$397K - $474K
|
9.66K
$340K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-12.7K- 55.51% |
$404K - $482K
|
10.1K
$357K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.8K- 55.73% |
$410K - $489K
|
10.2K
$359K
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-12.9KClosed |
$412K - $491K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-13.1KClosed |
$420K - $500K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-13.3K- 91.21% |
$424K - $506K
|
1.28K
$45.1K
|