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 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 121.67% |
$1.04M - $1.21M
|
20.3K
$2.69M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
11.1K+ 344.05% |
$1.04M - $1.21M
|
14.4K
$1.9M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
11.1K+ 3.91% |
$1.04M - $1.21M
|
295K
$39M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
11K+ 3.85% |
$1.03M - $1.2M
|
297K
$39.3M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11K+ 1772.42% |
$1.02M - $1.19M
|
11.6K
$1.53M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10.9K+ 18.38% |
$1.02M - $1.18M
|
70.3K
$9.29M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10.7K+ 139.0% |
$999K - $1.16M
|
18.5K
$2.44M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.7K+ 41.91% |
$997K - $1.16M
|
36.3K
$4.79M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.6K+ 22.89% |
$986K - $1.15M
|
56.9K
$7.52M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
10.6K+ 118.84% |
$985K - $1.15M
|
19.5K
$2.58M
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
10.5K+ 139.3% |
$977K - $1.14M
|
18K
$2.38M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.4K+ 5.92% |
$965K - $1.12M
|
185K
$24.5M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 36.31% |
$963K - $1.12M
|
38.8K
$5.13M
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
10.2KNew |
$948K - $1.1M
|
10.2K
$1.35M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 12.65% |
$946K - $1.1M
|
90.5K
$12M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.78K+ 5.81% |
$911K - $1.06M
|
178K
$23.5M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.7K+ 8.1% |
$903K - $1.05M
|
129K
$17.1M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.61K+ 24.6% |
$895K - $1.04M
|
48.7K
$6.43M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
9.46K+ 14.68% |
$881K - $1.03M
|
73.9K
$9.77M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9.44K+ 28.08% |
$879K - $1.02M
|
43K
$5.69M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.43K+ 10.96% |
$878K - $1.02M
|
95.5K
$12.6M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.13K+ 3.57% |
$850K - $990K
|
265K
$35M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.71K+ 5.01% |
$811K - $945K
|
183K
$24.1M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.6KNew |
$801K - $933K
|
8.6K
$1.14M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8.6K+ 26.17% |
$800K - $932K
|
41.4K
$5.48M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.39K+ 14.38% |
$782K - $910K
|
66.8K
$8.83M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.34K+ 20.16% |
$777K - $904K
|
49.7K
$6.57M
|
|
May 13, 2022
Q1 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
8.18K+ 35.37% |
$761K - $886K
|
31.3K
$4.14M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
8.05K+ 12.31% |
$750K - $873K
|
73.5K
$9.71M
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
8K+ 7.26% |
$745K - $868K
|
118K
$15.6M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
7.94K+ 19.88% |
$740K - $861K
|
47.9K
$6.33M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.85K+ 3.63% |
$731K - $851K
|
224K
$29.6M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.85K+ 6.35% |
$731K - $851K
|
131K
$17.4M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
7.83K+ 12.96% |
$729K - $849K
|
68.2K
$9.02M
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.82K+ 24.85% |
$729K - $848K
|
39.3K
$5.2M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.8K+ 9.41% |
$727K - $846K
|
90.7K
$12M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
7.45KNew |
$694K - $808K
|
7.45K
$984K
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.44K+ 2.14% |
$693K - $807K
|
356K
$47M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
7.18K+ 5.05% |
$669K - $779K
|
150K
$19.8M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.01K+ 16.1% |
$653K - $760K
|
50.6K
$6.68M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
6.85K+ 17.86% |
$637K - $742K
|
45.2K
$5.97M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.75K+ 1.76% |
$629K - $732K
|
390K
$51.6M
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
6.72KNew |
$625K - $728K
|
6.72K
$888K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6.63K+ 41.4% |
$618K - $719K
|
22.6K
$2.99M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.54K+ 1.62% |
$609K - $709K
|
409K
$54.1M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.49K+ 28.81% |
$604K - $704K
|
29K
$3.83M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.19K+ 7.12% |
$577K - $672K
|
93.2K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.15KNew |
$572K - $666K
|
6.15K
$812K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
5.93K+ 10.06% |
$552K - $643K
|
64.8K
$8.57M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.87K+ 29.49% |
$546K - $636K
|
25.8K
$3.41M
|