Purchases and Sales Made in Q3 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.09M+ 36.12% |
$85.6M - $102M
|
11.7M
$410M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
536K+ 2724.09% |
$14.8M - $17.6M
|
556K
$19.5M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
457K+ 28.22% |
$12.6M - $15M
|
2.08M
$73M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
457K+ 28.22% |
$12.6M - $15M
|
2.08M
$73M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
400K+ 8.07% |
$11.1M - $13.2M
|
5.35M
$188M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
286K+ 15.45% |
$7.92M - $9.42M
|
2.14M
$75.2M
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
205KNew |
$5.67M - $6.74M
|
205K
$7.21M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
192K+ 16.15% |
$5.31M - $6.31M
|
1.38M
$48.5M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
157K+ 3.58% |
$4.34M - $5.15M
|
4.53M
$159M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
146KNew |
$4.04M - $4.81M
|
146K
$5.14M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
123K+ 6.44% |
$3.41M - $4.06M
|
2.04M
$71.6M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
107K+ 20.09% |
$2.97M - $3.53M
|
642K
$22.6M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
93.7KNew |
$2.59M - $3.08M
|
93.7K
$3.3M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
93.3K+ 253.92% |
$2.58M - $3.07M
|
130K
$4.58M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.3K+ 5.94% |
$2.11M - $2.51M
|
1.36M
$47.9M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
72.6K+ 122.78% |
$2.01M - $2.39M
|
132K
$4.63M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.5K+ 10.71% |
$1.95M - $2.32M
|
729K
$25.6M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
60.1K+ 11.01% |
$1.66M - $1.98M
|
605K
$21.3M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
48K+ 11.25% |
$1.33M - $1.58M
|
474K
$16.7M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
46.1KNew |
$1.27M - $1.51M
|
46.1K
$1.62M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
44.3K+ 14.09% |
$1.23M - $1.46M
|
359K
$12.6M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 103.16% |
$1.17M - $1.39M
|
83.5K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
36.9KNew |
$1.02M - $1.21M
|
36.9K
$1.3M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
33.4KNew |
$924K - $1.1M
|
33.4K
$1.17M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 99.26% |
$888K - $1.06M
|
64.4K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
30.6K+ 493.62% |
$847K - $1.01M
|
36.8K
$1.3M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
29.6K+ 11.23% |
$818K - $972K
|
293K
$10.3M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
29.2K+ 2283.22% |
$809K - $962K
|
30.5K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.1KNew |
$777K - $923K
|
28.1K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
27.6KNew |
$763K - $907K
|
27.6K
$970K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27.4KNew |
$757K - $900K
|
27.4K
$962K
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26.7K+ 33.51% |
$738K - $877K
|
106K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
25.6KNew |
$708K - $842K
|
25.6K
$900K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
24.8K+ 3.57% |
$687K - $817K
|
721K
$25.4M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24.2KNew |
$668K - $795K
|
24.2K
$850K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.7K+ 63.6% |
$627K - $745K
|
58.3K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
22.3K+ 4.51% |
$617K - $734K
|
517K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.1K+ 8.06% |
$612K - $728K
|
297K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.8KNew |
$603K - $717K
|
21.8K
$766K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.4K+ 208.65% |
$592K - $704K
|
31.7K
$1.11M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.9K+ 71.28% |
$578K - $687K
|
50.2K
$1.76M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
20.6K+ 35.85% |
$571K - $678K
|
78.2K
$2.75M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 6.14% |
$558K - $663K
|
349K
$12.3M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 6.48% |
$544K - $647K
|
323K
$11.4M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 6.09% |
$541K - $643K
|
340K
$12M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.9KNew |
$494K - $587K
|
17.9K
$628K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17.7KNew |
$489K - $581K
|
17.7K
$621K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.7KNew |
$463K - $550K
|
16.7K
$588K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
16.4K+ 13.02% |
$453K - $538K
|
142K
$5M
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
15K+ 10.42% |
$416K - $494K
|
159K
$5.6M
|