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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-3.29K- 7.22% |
$90.9K - $108K
|
42.2K
$1.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.35K- 1.47% |
$92.7K - $110K
|
225K
$7.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.52K- 11.32% |
$97.3K - $116K
|
27.5K
$969K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.56K- 2.95% |
$98.4K - $117K
|
117K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.68K- 19.86% |
$102K - $121K
|
14.8K
$522K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.83K- 15.71% |
$106K - $126K
|
20.6K
$723K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.98K- 5.78% |
$110K - $131K
|
64.9K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.14K- 26.18% |
$114K - $136K
|
11.7K
$410K
|
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.14KClosed |
$115K - $136K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.17K- 45.93% |
$115K - $137K
|
4.9K
$172K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.2K- 30.97% |
$116K - $138K
|
9.37K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.21K- 18.61% |
$116K - $138K
|
18.4K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.28K- 11.17% |
$118K - $141K
|
34K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.43K- 2.9% |
$123K - $146K
|
148K
$5.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.48K- 19.96% |
$124K - $147K
|
18K
$632K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.51K- 19.94% |
$125K - $148K
|
18.1K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.54K- 28.72% |
$126K - $149K
|
11.3K
$396K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.6K- 30.81% |
$127K - $151K
|
10.3K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-4.66K- 21.81% |
$129K - $153K
|
16.7K
$588K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.74K- 38.44% |
$131K - $156K
|
7.59K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.83K- 3.08% |
$134K - $159K
|
152K
$5.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.1K- 22.85% |
$141K - $168K
|
17.2K
$606K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-5.12K- 37.94% |
$142K - $168K
|
8.38K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.3K- 89.81% |
$147K - $174K
|
601
$21.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.44K- 0.88% |
$150K - $179K
|
612K
$21.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.83K- 25.16% |
$161K - $192K
|
17.3K
$610K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94K- 17.77% |
$164K - $195K
|
27.5K
$966K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-6.12K- 6.89% |
$169K - $201K
|
82.7K
$2.91M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.29K- 8.27% |
$174K - $207K
|
69.8K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.49K- 8.54% |
$180K - $213K
|
69.5K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.1K- 7.95% |
$196K - $234K
|
82.2K
$2.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.22K- 21.64% |
$200K - $237K
|
26.1K
$919K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-7.35K- 44.03% |
$203K - $242K
|
9.35K
$329K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.92K- 8.9% |
$219K - $260K
|
81K
$2.85M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.97K- 18.38% |
$221K - $262K
|
35.4K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.34K- 57.45% |
$231K - $274K
|
6.18K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.37K- 9.62% |
$232K - $275K
|
78.6K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-9.14K- 9.04% |
$253K - $301K
|
92K
$3.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-9.37K- 61.94% |
$259K - $308K
|
5.76K
$202K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-9.74K- 29.08% |
$270K - $320K
|
23.8K
$835K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.79K- 32.61% |
$271K - $322K
|
20.2K
$712K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 42.02% |
$281K - $334K
|
14K
$493K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.4K- 36.38% |
$287K - $341K
|
18.1K
$638K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.8K- 31.44% |
$300K - $356K
|
23.6K
$830K
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-10.8K- 5.32% |
$300K - $356K
|
193K
$6.77M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.8K- 98.35% |
$300K - $356K
|
182
$6.4K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.9K- 23.89% |
$301K - $357K
|
34.6K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.9K- 38.03% |
$301K - $357K
|
17.7K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11K- 22.89% |
$305K - $363K
|
37.2K
$1.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 32.3% |
$313K - $371K
|
23.7K
$833K
|