Purchases and Sales Made in Q4 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
810K+ 111.07% |
$21.8M - $25.6M
|
1.54M
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
776K+ 172.44% |
$20.9M - $24.5M
|
1.23M
$43.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
610K+ 205.54% |
$16.4M - $19.3M
|
907K
$31.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
586K+ 57.35% |
$15.8M - $18.5M
|
1.61M
$56.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
353K+ 17.49% |
$9.48M - $11.1M
|
2.37M
$83.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
316K+ 52.26% |
$8.51M - $9.99M
|
922K
$32.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
297KNew |
$7.98M - $9.37M
|
297K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
290K+ 5.42% |
$7.8M - $9.16M
|
5.64M
$199M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
282K+ 115.71% |
$7.58M - $8.9M
|
526K
$18.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
245K+ 5.41% |
$6.59M - $7.73M
|
4.77M
$168M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
239K+ 292.05% |
$6.43M - $7.55M
|
321K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128K+ 195.1% |
$3.44M - $4.04M
|
194K
$6.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
100KNew |
$2.69M - $3.16M
|
100K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
92.1K+ 105.79% |
$2.48M - $2.91M
|
179K
$6.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.4K+ 6.42% |
$2.35M - $2.76M
|
1.45M
$50.9M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
82KNew |
$2.2M - $2.59M
|
82K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
79.3K+ 722.9% |
$2.13M - $2.5M
|
90.2K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
77.4K+ 12.05% |
$2.08M - $2.44M
|
719K
$25.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
72KNew |
$1.94M - $2.27M
|
72K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71.5K+ 40.77% |
$1.92M - $2.26M
|
247K
$8.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
69.6K+ 36.24% |
$1.87M - $2.2M
|
262K
$9.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.4K+ 164.38% |
$1.87M - $2.19M
|
112K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.3K+ 63.77% |
$1.86M - $2.19M
|
178K
$6.26M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65.4KNew |
$1.76M - $2.07M
|
65.4K
$2.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
64.4K+ 230.29% |
$1.73M - $2.03M
|
92.4K
$3.25M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.3KNew |
$1.68M - $1.97M
|
62.3K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
59.1KNew |
$1.59M - $1.86M
|
59.1K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
59K+ 11.41% |
$1.59M - $1.86M
|
576K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
56.1K+ 214.01% |
$1.51M - $1.77M
|
82.3K
$2.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
54.3K+ 15.13% |
$1.46M - $1.71M
|
413K
$14.5M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
54.3K+ 15.13% |
$1.46M - $1.71M
|
413K
$14.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
54.1KNew |
$1.45M - $1.71M
|
54.1K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51.6KNew |
$1.39M - $1.63M
|
51.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.5K+ 126.01% |
$1.36M - $1.59M
|
90.5K
$3.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
44.6K+ 13.11% |
$1.2M - $1.41M
|
385K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43K+ 2.01% |
$1.16M - $1.36M
|
2.18M
$76.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
42.1K+ 45.78% |
$1.13M - $1.33M
|
134K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
41.9KNew |
$1.13M - $1.32M
|
41.9K
$1.47M
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
40.3K+ 20.91% |
$1.08M - $1.27M
|
233K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
36KNew |
$969K - $1.14M
|
36K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
34.8K+ 110.28% |
$935K - $1.1M
|
66.3K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
32.9KNew |
$884K - $1.04M
|
32.9K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3K+ 9.68% |
$841K - $988K
|
354K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
30.7KNew |
$826K - $970K
|
30.7K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
30.6K+ 85.99% |
$824K - $967K
|
66.3K
$2.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
28.8K+ 6.07% |
$774K - $908K
|
503K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.9K+ 56.59% |
$750K - $881K
|
77.2K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
26.6KNew |
$715K - $840K
|
26.6K
$936K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
26.6K+ 2362.28% |
$714K - $838K
|
27.7K
$973K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 29.19% |
$689K - $808K
|
113K
$3.99M
|