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 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-459- 18.09% |
$42.7K - $49.8K
|
2.08K
$275K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-491Closed |
$45.7K - $53.2K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-510- 10.1% |
$47.5K - $55.3K
|
4.54K
$600K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-531- 8.81% |
$49.5K - $57.6K
|
5.5K
$727K
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-532Closed |
$49.5K - $57.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-592- 5.45% |
$55.1K - $64.2K
|
10.3K
$1.36M
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-612Closed |
$57K - $66.4K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-617- 2.43% |
$57.5K - $66.9K
|
24.8K
$3.27M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-622- 3.54% |
$57.9K - $67.4K
|
16.9K
$2.24M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-674- 81.8% |
$62.8K - $73.1K
|
150
$19.8K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-702- 87.97% |
$65.4K - $76.1K
|
96
$12.7K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-714- 9.49% |
$66.5K - $77.4K
|
6.81K
$900K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-722- 24.06% |
$67.2K - $78.3K
|
2.28K
$301K
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-731- 25.5% |
$68.1K - $79.3K
|
2.14K
$282K
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-780- 16.88% |
$72.6K - $84.6K
|
3.84K
$508K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-840- 46.46% |
$78.2K - $91.1K
|
968
$128K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-850- 6.49% |
$79.2K - $92.2K
|
12.3K
$1.62M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-867- 10.02% |
$80.7K - $94K
|
7.78K
$1.03M
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-874- 10.37% |
$81.4K - $94.8K
|
7.56K
$999K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-889- 5.87% |
$82.8K - $96.4K
|
14.3K
$1.89M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-900- 8.77% |
$83.8K - $97.6K
|
9.37K
$1.24M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$96.7K - $113K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.09K- 3.27% |
$101K - $118K
|
32.1K
$4.24M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.17K- 14.79% |
$109K - $127K
|
6.72K
$889K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.17KClosed |
$109K - $127K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.19K- 29.8% |
$111K - $129K
|
2.8K
$370K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.2K- 34.33% |
$111K - $130K
|
2.29K
$302K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 9.84% |
$119K - $139K
|
11.7K
$1.55M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.29K- 7.28% |
$120K - $139K
|
16.4K
$2.16M
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.33K- 10.22% |
$124K - $145K
|
11.7K
$1.55M
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 0.42% |
$128K - $149K
|
329K
$43.5M
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.4K- 16.17% |
$130K - $151K
|
7.23K
$956K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5K- 35.98% |
$140K - $163K
|
2.67K
$353K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.6K- 6.94% |
$149K - $173K
|
21.4K
$2.83M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.61K- 7.04% |
$150K - $175K
|
21.3K
$2.81M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.7K- 4.73% |
$158K - $184K
|
34.2K
$4.52M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 5.08% |
$161K - $188K
|
32.4K
$4.28M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.91KClosed |
$178K - $207K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2K- 24.52% |
$186K - $217K
|
6.16K
$814K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.02K- 13.49% |
$188K - $219K
|
12.9K
$1.71M
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.03KClosed |
$189K - $221K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 1.49% |
$190K - $221K
|
135K
$17.8M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.04K- 36.64% |
$190K - $221K
|
3.53K
$466K
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.07KClosed |
$192K - $224K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.14KClosed |
$199K - $232K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.16K- 35.78% |
$201K - $234K
|
3.87K
$512K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.22K- 8.89% |
$207K - $241K
|
22.7K
$3.01M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.3KClosed |
$215K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.31KClosed |
$215K - $250K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.49K- 19.48% |
$231K - $269K
|
10.3K
$1.36M
|