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 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24K+ 29.64% |
$2.23M - $2.6M
|
105K
$13.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3K+ 645.55% |
$2.17M - $2.52M
|
26.9K
$3.55M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.2K+ 13.45% |
$2.16M - $2.52M
|
196K
$25.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 68.09% |
$2.07M - $2.41M
|
54.8K
$7.24M
|
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
22.1K+ 10.2% |
$2.05M - $2.39M
|
238K
$31.5M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
21.6K+ 27.06% |
$2.01M - $2.34M
|
101K
$13.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
21.4K+ 8.54% |
$1.99M - $2.32M
|
272K
$35.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 6.61% |
$1.93M - $2.24M
|
334K
$44.1M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.4K+ 29.0% |
$1.9M - $2.22M
|
91K
$12M
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
20.2KNew |
$1.88M - $2.19M
|
20.2K
$2.66M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 16.82% |
$1.86M - $2.17M
|
139K
$18.3M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.9K+ 4.88% |
$1.86M - $2.16M
|
428K
$56.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19.6K+ 208.98% |
$1.82M - $2.12M
|
28.9K
$3.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
19.4K+ 12.21% |
$1.81M - $2.11M
|
178K
$23.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
18.8K+ 9.33% |
$1.75M - $2.04M
|
221K
$29.2M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.1K+ 9.8% |
$1.69M - $1.97M
|
203K
$26.9M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1K+ 38.55% |
$1.69M - $1.97M
|
65.2K
$8.62M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18K+ 22.06% |
$1.67M - $1.95M
|
99.3K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 10.62% |
$1.66M - $1.93M
|
186K
$24.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
17.7K+ 7.14% |
$1.65M - $1.92M
|
266K
$35.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.5K+ 15.1% |
$1.63M - $1.89M
|
133K
$17.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
17K+ 72.09% |
$1.58M - $1.84M
|
40.6K
$5.36M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
16.9K+ 5.61% |
$1.57M - $1.83M
|
318K
$42M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
16.3KNew |
$1.52M - $1.77M
|
16.3K
$2.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
16.3K+ 5.51% |
$1.52M - $1.77M
|
312K
$41.3M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8K+ 8.24% |
$1.47M - $1.71M
|
207K
$27.4M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15.7KNew |
$1.46M - $1.71M
|
15.7K
$2.08M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
15.4K+ 346.29% |
$1.43M - $1.67M
|
19.8K
$2.62M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
15.1K+ 11.69% |
$1.4M - $1.63M
|
144K
$19M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
15K+ 120.31% |
$1.39M - $1.62M
|
27.4K
$3.62M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.5K+ 4.68% |
$1.35M - $1.58M
|
325K
$43M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.1KNew |
$1.31M - $1.53M
|
14.1K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
13.4K+ 8.9% |
$1.25M - $1.46M
|
164K
$21.7M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.2K+ 21.31% |
$1.23M - $1.43M
|
75.2K
$9.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 96.4% |
$1.21M - $1.41M
|
26.5K
$3.5M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12.9K+ 10.67% |
$1.21M - $1.4M
|
134K
$17.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 8.7% |
$1.17M - $1.36M
|
156K
$20.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.4K+ 10.44% |
$1.15M - $1.34M
|
131K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
12.3K+ 3.73% |
$1.15M - $1.34M
|
343K
$45.4M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.14M - $1.32M
|
12.2K
$1.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12.2K+ 115.38% |
$1.13M - $1.32M
|
22.7K
$3M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8K+ 40.54% |
$1.09M - $1.27M
|
40.8K
$5.39M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11.6K+ 5.21% |
$1.08M - $1.26M
|
234K
$30.9M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.5K+ 15.99% |
$1.07M - $1.24M
|
83.3K
$11M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.4K+ 45.08% |
$1.06M - $1.24M
|
36.8K
$4.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 19.99% |
$1.06M - $1.24M
|
68.5K
$9.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
11.3K+ 11.45% |
$1.05M - $1.22M
|
110K
$14.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.3K+ 16.23% |
$1.05M - $1.22M
|
80.5K
$10.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
11.2K+ 246.63% |
$1.05M - $1.22M
|
15.8K
$2.09M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.2KNew |
$1.05M - $1.22M
|
11.2K
$1.48M
|