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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-482- 13.81% |
$13.3K - $15.9K
|
3.01K
$106K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-493- 5.77% |
$13.6K - $16.2K
|
8.06K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-495- 5.18% |
$13.7K - $16.3K
|
9.07K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-535- 5.51% |
$14.8K - $17.6K
|
9.17K
$323K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-549- 0.27% |
$15.2K - $18.1K
|
204K
$7.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-656- 7.63% |
$18.2K - $21.6K
|
7.94K
$279K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-703- 3.38% |
$19.5K - $23.1K
|
20.1K
$707K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-824- 9.08% |
$22.8K - $27.1K
|
8.25K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-852- 10.24% |
$23.6K - $28K
|
7.47K
$263K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-891- 5.07% |
$24.7K - $29.3K
|
16.7K
$587K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-906- 5.37% |
$25.1K - $29.8K
|
16K
$562K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-908- 17.37% |
$25.1K - $29.9K
|
4.32K
$152K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-926- 2.96% |
$25.6K - $30.5K
|
30.4K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-985- 2.56% |
$27.3K - $32.4K
|
37.5K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1K- 10.47% |
$27.7K - $33K
|
8.57K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.01K- 1.04% |
$27.9K - $33.2K
|
96.2K
$3.38M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.07K- 5.88% |
$29.6K - $35.2K
|
17.1K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.14K- 27.93% |
$31.4K - $37.3K
|
2.93K
$103K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.14K- 12.63% |
$31.6K - $37.6K
|
7.9K
$278K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.15K- 88.72% |
$31.8K - $37.8K
|
146
$5.13K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.18K- 49.85% |
$32.5K - $38.7K
|
1.18K
$41.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.2K- 8.42% |
$33.2K - $39.4K
|
13K
$459K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 12.46% |
$35.4K - $42.1K
|
8.99K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 4.54% |
$40.8K - $48.5K
|
31K
$1.09M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.54KClosed |
$42.6K - $50.7K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 74.37% |
$44.1K - $52.4K
|
549
$19.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.71K- 4.89% |
$47.2K - $56.1K
|
33.2K
$1.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.73K- 15.38% |
$47.8K - $56.9K
|
9.51K
$335K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.79K- 1.13% |
$49.6K - $58.9K
|
157K
$5.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.83K- 6.71% |
$50.5K - $60.1K
|
25.4K
$892K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.84K- 9.49% |
$51K - $60.6K
|
17.6K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.07K- 1.99% |
$57.2K - $68K
|
102K
$3.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.07K- 18.1% |
$57.2K - $68K
|
9.37K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.24K- 7.37% |
$61.8K - $73.5K
|
28.1K
$988K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.31K- 4.91% |
$63.8K - $75.9K
|
44.7K
$1.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.33K- 18.09% |
$64.4K - $76.6K
|
10.5K
$371K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-2.42K- 8.93% |
$67K - $79.7K
|
24.7K
$869K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 13.37% |
$68K - $80.8K
|
15.9K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.55K- 0.85% |
$70.4K - $83.7K
|
298K
$10.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.6K- 18.61% |
$72K - $85.6K
|
11.4K
$400K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.61K- 24.7% |
$72.2K - $85.8K
|
7.96K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.84K- 71.62% |
$78.5K - $93.3K
|
1.12K
$39.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.91K- 6.78% |
$80.6K - $95.8K
|
40K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.92K- 1.64% |
$80.7K - $95.9K
|
175K
$6.17M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.92K- 10.62% |
$80.8K - $96K
|
24.6K
$864K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.92K- 4.58% |
$80.9K - $96.1K
|
60.9K
$2.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.94K- 4.22% |
$81.3K - $96.7K
|
66.7K
$2.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.14K- 9.23% |
$86.7K - $103K
|
30.8K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.16K- 4.47% |
$87.5K - $104K
|
67.6K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.25K- 38.37% |
$90K - $107K
|
5.22K
$184K
|