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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.97KNew |
$277K - $322K
|
2.97K
$393K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
2.95K+ 7.95% |
$275K - $320K
|
40.1K
$5.3M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.81K+ 93.79% |
$262K - $305K
|
5.81K
$768K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.79KNew |
$259K - $302K
|
2.79K
$368K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.78K+ 76.76% |
$259K - $302K
|
6.41K
$847K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.78K+ 11.96% |
$259K - $301K
|
26K
$3.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
2.71K+ 20.15% |
$252K - $293K
|
16.1K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.69K+ 12.66% |
$250K - $292K
|
23.9K
$3.16M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.63K+ 31.44% |
$245K - $285K
|
11K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 23.46% |
$243K - $283K
|
13.7K
$1.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.61K+ 54.33% |
$243K - $283K
|
7.4K
$979K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.56K+ 1.21% |
$239K - $278K
|
215K
$28.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.56KNew |
$238K - $277K
|
2.56K
$338K
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.53KNew |
$236K - $275K
|
2.53K
$335K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.5K+ 62.83% |
$233K - $271K
|
6.49K
$858K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 49.07% |
$232K - $270K
|
7.56K
$999K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.49K+ 34.12% |
$232K - $270K
|
9.78K
$1.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.43K+ 50.0% |
$226K - $264K
|
7.29K
$964K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.42KNew |
$225K - $262K
|
2.42K
$320K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.38KNew |
$221K - $258K
|
2.38K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.37K+ 6.63% |
$221K - $257K
|
38.1K
$5.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.37KNew |
$220K - $257K
|
2.37K
$313K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.28K+ 32.79% |
$212K - $247K
|
9.23K
$1.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.25K+ 23.74% |
$209K - $244K
|
11.7K
$1.55M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.24K+ 15.87% |
$208K - $242K
|
16.3K
$2.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.23K+ 4.04% |
$208K - $242K
|
57.5K
$7.61M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$204K - $237K
|
2.19K
$289K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$195K - $227K
|
2.09K
$277K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.05K+ 8.72% |
$191K - $223K
|
25.6K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$190K - $221K
|
2.04K
$269K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.99K+ 6.44% |
$185K - $216K
|
32.9K
$4.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.98K+ 3.96% |
$185K - $215K
|
52.1K
$6.88M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.98KNew |
$184K - $214K
|
1.98K
$261K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.94K+ 28.12% |
$181K - $211K
|
8.85K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.92K+ 67.9% |
$179K - $209K
|
4.76K
$629K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.9K+ 27.93% |
$176K - $205K
|
8.68K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 0.43% |
$169K - $197K
|
426K
$56.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 3.7% |
$168K - $196K
|
50.7K
$6.7M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.76K+ 31.28% |
$164K - $191K
|
7.38K
$976K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.69K+ 54.19% |
$157K - $183K
|
4.8K
$635K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.68K+ 11.37% |
$156K - $182K
|
16.5K
$2.18M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.64K+ 22.32% |
$153K - $178K
|
9K
$1.19M
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.64K+ 21.81% |
$152K - $178K
|
9.14K
$1.21M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 73.22% |
$150K - $175K
|
3.81K
$504K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.6K+ 6.17% |
$149K - $174K
|
27.6K
$3.65M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$144K - $168K
|
1.55K
$204K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.53KNew |
$142K - $165K
|
1.53K
$202K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52KNew |
$142K - $165K
|
1.52K
$201K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.51KNew |
$140K - $163K
|
1.51K
$199K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.5K+ 11.05% |
$140K - $162K
|
15.1K
$1.99M
|