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 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.81K+ 27.36% |
$541K - $630K
|
27.1K
$3.58M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
5.71K+ 22.25% |
$532K - $620K
|
31.4K
$4.15M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.38K+ 5.27% |
$501K - $583K
|
107K
$14.2M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.37KNew |
$500K - $582K
|
5.37K
$710K
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.37K+ 13.72% |
$500K - $582K
|
44.5K
$5.88M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.28K+ 93.66% |
$492K - $572K
|
10.9K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.27K+ 9.73% |
$491K - $572K
|
59.5K
$7.87M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.27KNew |
$491K - $571K
|
5.27K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.23K+ 12.35% |
$487K - $567K
|
47.6K
$6.29M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.09K+ 5.46% |
$474K - $552K
|
98.3K
$13M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.05KNew |
$470K - $548K
|
5.05K
$668K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.85K+ 16.51% |
$452K - $526K
|
34.3K
$4.53M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.85K+ 30.46% |
$452K - $526K
|
20.8K
$2.75M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.79K+ 17.09% |
$446K - $520K
|
32.8K
$4.34M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.55K+ 7.87% |
$424K - $493K
|
62.3K
$8.24M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.36K+ 33.86% |
$406K - $473K
|
17.2K
$2.28M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.35K+ 25.43% |
$405K - $472K
|
21.5K
$2.84M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.22K+ 8.03% |
$393K - $458K
|
56.8K
$7.5M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.21K+ 51.32% |
$392K - $457K
|
12.4K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.2K+ 5.16% |
$392K - $456K
|
85.7K
$11.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.09KNew |
$381K - $443K
|
4.09K
$540K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.07K+ 7.08% |
$379K - $442K
|
61.6K
$8.14M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.04K+ 90.61% |
$376K - $438K
|
8.49K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.04K+ 90.61% |
$376K - $438K
|
8.49K
$1.12M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.02K+ 3.2% |
$374K - $436K
|
130K
$17.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.99K+ 17.91% |
$371K - $432K
|
26.3K
$3.47M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 5.47% |
$363K - $422K
|
75.2K
$9.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.9K+ 188.16% |
$363K - $422K
|
5.97K
$789K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.89K+ 14.09% |
$362K - $422K
|
31.5K
$4.16M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.87KNew |
$361K - $420K
|
3.87K
$512K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.84K+ 5.57% |
$357K - $416K
|
72.7K
$9.61M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.73K+ 7.24% |
$347K - $404K
|
55.2K
$7.3M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.73K+ 7.24% |
$347K - $404K
|
55.2K
$7.3M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.63K+ 1307.19% |
$338K - $394K
|
3.91K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$336K - $392K
|
3.61K
$477K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.53K+ 8.12% |
$329K - $383K
|
47.1K
$6.22M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.49K+ 7.95% |
$325K - $378K
|
47.3K
$6.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.48K+ 12.9% |
$324K - $378K
|
30.5K
$4.03M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 16.11% |
$319K - $371K
|
24.7K
$3.26M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.4K+ 7.29% |
$316K - $368K
|
50K
$6.61M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.36K+ 10.56% |
$313K - $365K
|
35.2K
$4.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
3.35K+ 26.84% |
$312K - $364K
|
15.8K
$2.1M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.35KNew |
$312K - $363K
|
3.35K
$443K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.31K+ 2.17% |
$309K - $359K
|
156K
$20.6M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3.31K+ 6.18% |
$308K - $359K
|
56.8K
$7.51M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 13.77% |
$304K - $354K
|
27K
$3.56M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
3.1K+ 3.12% |
$289K - $336K
|
103K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.1K+ 13.19% |
$288K - $336K
|
26.6K
$3.51M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.04K+ 11.31% |
$283K - $329K
|
29.9K
$3.95M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.98K+ 7.84% |
$278K - $323K
|
41K
$5.42M
|