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 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.49K+ 2.51% |
$138K - $161K
|
60.8K
$8.03M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.48K+ 8.65% |
$138K - $160K
|
18.6K
$2.45M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.44K+ 6.78% |
$134K - $156K
|
22.7K
$3M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.43K+ 9.83% |
$133K - $155K
|
16K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
1.39KNew |
$130K - $151K
|
1.39K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$125K - $145K
|
1.34K
$177K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
1.33K+ 1.44% |
$123K - $144K
|
93.6K
$12.4M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.33K+ 24.37% |
$123K - $144K
|
6.76K
$894K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.31K+ 2.65% |
$122K - $142K
|
51K
$6.74M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 0.41% |
$120K - $140K
|
319K
$42.1M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 10.91% |
$119K - $139K
|
13K
$1.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.26K+ 6.06% |
$117K - $137K
|
22K
$2.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 12.93% |
$116K - $135K
|
10.9K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.24K+ 3.04% |
$115K - $134K
|
42.1K
$5.56M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.23K+ 16.08% |
$115K - $134K
|
8.89K
$1.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.23K+ 19.58% |
$115K - $133K
|
7.51K
$993K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17K+ 28.42% |
$109K - $127K
|
5.3K
$701K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.14K+ 3.37% |
$107K - $124K
|
35.1K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 1.34% |
$101K - $118K
|
82K
$10.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$98.3K - $115K
|
1.06K
$140K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.05K+ 49.74% |
$97.5K - $114K
|
3.15K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.03K+ 55.23% |
$95.9K - $112K
|
2.9K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.01K+ 32.28% |
$94.2K - $110K
|
4.14K
$548K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
995+ 16.38% |
$92.7K - $108K
|
7.07K
$934K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
987+ 4.08% |
$91.9K - $107K
|
25.2K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
979+ 2.62% |
$91.2K - $106K
|
38.3K
$5.06M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
979+ 5.3% |
$91.2K - $106K
|
19.4K
$2.57M
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
972+ 1.81% |
$90.5K - $105K
|
54.7K
$7.23M
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
950+ 1.25% |
$88.5K - $103K
|
77.2K
$10.2M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
941+ 2.08% |
$87.6K - $102K
|
46.2K
$6.11M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
937+ 6.83% |
$87.3K - $102K
|
14.6K
$1.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
934+ 33.0% |
$87K - $101K
|
3.76K
$498K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
892+ 353.97% |
$83.1K - $96.7K
|
1.14K
$151K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
886+ 34.2% |
$82.5K - $96.1K
|
3.48K
$460K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
876+ 64.89% |
$81.6K - $95K
|
2.23K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
870+ 24.34% |
$81K - $94.3K
|
4.44K
$587K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
839+ 17.03% |
$78.1K - $91K
|
5.77K
$762K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
811New |
$75.5K - $87.9K
|
811
$107K
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
803+ 28.81% |
$74.8K - $87.1K
|
3.59K
$475K
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
787+ 5.23% |
$73.3K - $85.3K
|
15.8K
$2.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
746+ 29.56% |
$69.5K - $80.9K
|
3.27K
$432K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
735+ 18.67% |
$68.5K - $79.7K
|
4.67K
$617K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
716+ 10.13% |
$66.7K - $77.6K
|
7.79K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
673+ 11.27% |
$62.7K - $73K
|
6.64K
$878K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
665+ 31.52% |
$61.9K - $72.1K
|
2.78K
$367K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
659+ 5.73% |
$61.4K - $71.5K
|
12.2K
$1.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
654+ 3.36% |
$60.9K - $70.9K
|
20.1K
$2.66M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
650+ 3.8% |
$60.5K - $70.5K
|
17.8K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
643+ 6.83% |
$59.9K - $69.7K
|
10.1K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
640+ 5.53% |
$59.6K - $69.4K
|
12.2K
$1.61M
|