Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
63.7M+ 10978.84% |
$5.93B - $6.91B
|
64.3M
$8.37B
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.77M+ 8.55% |
$445M - $518M
|
60.6M
$7.9B
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 9.33% |
$129M - $151M
|
16.3M
$2.12B
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18M+ 25.98% |
$110M - $128M
|
5.73M
$746M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.07M+ 8852.03% |
$99.6M - $116M
|
1.08M
$141M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.01M+ 12.75% |
$94.5M - $110M
|
8.97M
$1.17B
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
922KNew |
$85.8M - $100M
|
922K
$120M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
851K+ 24.66% |
$79.2M - $92.2M
|
4.3M
$560M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
761K+ 6.85% |
$70.9M - $82.5M
|
11.9M
$1.55B
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
569K+ 10.57% |
$53M - $61.7M
|
5.96M
$776M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
530K+ 6.23% |
$49.4M - $57.5M
|
9.04M
$1.18B
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
432KNew |
$40.2M - $46.8M
|
432K
$56.2M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
423K+ 7.58% |
$39.4M - $45.9M
|
6M
$782M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
400KNew |
$37.2M - $43.3M
|
400K
$52M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378K+ 13.11% |
$35.2M - $41M
|
3.27M
$425M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
334K+ 25.3% |
$31.1M - $36.2M
|
1.65M
$215M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
334K+ 10.61% |
$31.1M - $36.2M
|
3.48M
$453M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
317K+ 72.0% |
$29.5M - $34.4M
|
757K
$98.6M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
297K+ 3.39% |
$27.6M - $32.2M
|
9.04M
$1.18B
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
286K+ 41.31% |
$26.7M - $31M
|
979K
$128M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
285K+ 14.62% |
$26.6M - $31M
|
2.24M
$291M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
256K+ 3566.3% |
$23.9M - $27.8M
|
263K
$34.3M
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$23.7M - $27.6M
|
254K
$33.1M
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$23.7M - $27.6M
|
254K
$33.1M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
242K+ 23.95% |
$22.6M - $26.3M
|
1.25M
$163M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
235K+ 27.69% |
$21.9M - $25.5M
|
1.08M
$141M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
233K+ 887.74% |
$21.7M - $25.3M
|
260K
$33.8M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
225K+ 30.49% |
$20.9M - $24.3M
|
961K
$125M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
208K+ 26.84% |
$19.4M - $22.6M
|
984K
$128M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
183K+ 2776.07% |
$17M - $19.8M
|
190K
$24.7M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
183K+ 13.13% |
$17M - $19.8M
|
1.57M
$205M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 9.05% |
$15.7M - $18.3M
|
2.03M
$265M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
147KNew |
$13.7M - $16M
|
147K
$19.2M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
143K+ 787.16% |
$13.3M - $15.5M
|
161K
$21M
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
139K+ 12.14% |
$13M - $15.1M
|
1.29M
$168M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
138K+ 6.11% |
$12.8M - $14.9M
|
2.39M
$312M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136K+ 6.72% |
$12.6M - $14.7M
|
2.15M
$280M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
126K+ 18.38% |
$11.7M - $13.7M
|
811K
$106M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 14.31% |
$11.7M - $13.6M
|
1.01M
$131M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
124K+ 3.71% |
$11.5M - $13.4M
|
3.46M
$451M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
123K+ 105.97% |
$11.5M - $13.4M
|
240K
$31.2M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
119KNew |
$11.1M - $12.9M
|
119K
$15.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 14.83% |
$10.9M - $12.7M
|
905K
$118M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
114K+ 9.26% |
$10.6M - $12.3M
|
1.34M
$175M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
103K+ 42.59% |
$9.6M - $11.2M
|
345K
$45M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
101K+ 24.56% |
$9.43M - $11M
|
514K
$66.9M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
99.4K+ 27.76% |
$9.26M - $10.8M
|
458K
$59.6M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
96.8K+ 19.33% |
$9.01M - $10.5M
|
597K
$77.8M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95.1K+ 11.26% |
$8.86M - $10.3M
|
939K
$122M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
94.8K+ 39.26% |
$8.83M - $10.3M
|
336K
$43.8M
|