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 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 22.19% |
$315K - $374K
|
39.9K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-11.5K- 60.76% |
$317K - $377K
|
7.41K
$260K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-12.5K- 30.46% |
$345K - $410K
|
28.5K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.9K- 12.77% |
$356K - $423K
|
87.9K
$3.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.3K- 24.01% |
$369K - $439K
|
42.2K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 14.46% |
$390K - $463K
|
83.3K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 48.52% |
$404K - $480K
|
15.5K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.6K- 58.11% |
$404K - $480K
|
10.5K
$370K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.6K- 9.54% |
$405K - $481K
|
139K
$4.88M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 5.74% |
$410K - $488K
|
244K
$8.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.9K- 36.26% |
$413K - $491K
|
26.2K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.2K- 7.35% |
$422K - $501K
|
192K
$6.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.6K- 18.36% |
$431K - $512K
|
69.3K
$2.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 50.6% |
$435K - $517K
|
15.3K
$539K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16.5K- 27.2% |
$455K - $541K
|
44.1K
$1.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.7K- 20.45% |
$462K - $549K
|
64.9K
$2.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.7K- 70.14% |
$490K - $582K
|
7.54K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-18.2K- 23.71% |
$505K - $600K
|
58.7K
$2.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-18.4K- 40.03% |
$508K - $604K
|
27.5K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-18.6K- 38.71% |
$514K - $611K
|
29.4K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.2K- 1.25% |
$559K - $664K
|
1.6M
$56.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20.5K- 58.41% |
$568K - $675K
|
14.6K
$514K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-22.5K- 20.89% |
$622K - $739K
|
85.1K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.8K- 27.48% |
$688K - $817K
|
65.6K
$2.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-26.5KClosed |
$735K - $873K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.7K- 8.6% |
$740K - $880K
|
284K
$10M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-28.9K- 70.8% |
$799K - $949K
|
11.9K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.3K- 16.18% |
$839K - $997K
|
157K
$5.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-31.5K- 49.96% |
$871K - $1.04M
|
31.5K
$1.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.9K- 52.26% |
$937K - $1.11M
|
30.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-35.1K- 12.09% |
$970K - $1.15M
|
255K
$8.97M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37.8K- 33.31% |
$1.05M - $1.24M
|
75.7K
$2.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-42.9K- 71.7% |
$1.19M - $1.41M
|
16.9K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-46.6K- 35.95% |
$1.29M - $1.53M
|
83.1K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47K- 5.84% |
$1.3M - $1.55M
|
757K
$26.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-49.9K- 6.4% |
$1.38M - $1.64M
|
731K
$25.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-58.9K- 6.72% |
$1.63M - $1.94M
|
818K
$28.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-64.7K- 38.32% |
$1.79M - $2.13M
|
104K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-71.4K- 59.15% |
$1.98M - $2.35M
|
49.3K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-72.7K- 6.64% |
$2.01M - $2.39M
|
1.02M
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.5K- 8.73% |
$2.39M - $2.85M
|
905K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-92.9K- 76.72% |
$2.57M - $3.06M
|
28.2K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.8K- 14.22% |
$2.65M - $3.15M
|
578K
$20.3M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-104K- 22.41% |
$2.87M - $3.41M
|
359K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 0.9% |
$3.59M - $4.27M
|
14.3M
$502M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-137K- 73.8% |
$3.8M - $4.51M
|
48.7K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-143K- 72.18% |
$3.97M - $4.72M
|
55.3K
$1.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-150K- 11.05% |
$4.14M - $4.93M
|
1.21M
$42.4M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-225K- 84.81% |
$6.22M - $7.4M
|
40.3K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-248K- 35.52% |
$6.86M - $8.15M
|
450K
$15.8M
|