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 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
126+ 0.65% |
$11.7K - $13.7K
|
19.7K
$2.6M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
125+ 2.7% |
$11.6K - $13.6K
|
4.75K
$628K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
122+ 1.65% |
$11.4K - $13.2K
|
7.52K
$994K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
112New |
$10.4K - $12.1K
|
112
$14.8K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$9.41K - $11K
|
101
$13.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
79+ 16.99% |
$7.36K - $8.57K
|
544
$71.9K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77+ 9.22% |
$7.17K - $8.35K
|
912
$121K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
75+ 1.5% |
$6.98K - $8.13K
|
5.07K
$670K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
69+ 2.81% |
$6.43K - $7.48K
|
2.52K
$333K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66+ 2.71% |
$6.15K - $7.16K
|
2.51K
$331K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
64+ 0.62% |
$5.96K - $6.94K
|
10.3K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
60+ 0.75% |
$5.59K - $6.51K
|
8.07K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
54+ 3.65% |
$5.03K - $5.86K
|
1.53K
$203K
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 1.11% |
$4.38K - $5.1K
|
4.28K
$566K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
45+ 0.31% |
$4.19K - $4.88K
|
14.5K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
43New |
$4K - $4.66K
|
43
$5.68K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41+ 41.0% |
$3.82K - $4.45K
|
141
$18.6K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
41+ 1.36% |
$3.82K - $4.45K
|
3.06K
$404K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
35+ 0.5% |
$3.26K - $3.8K
|
7.07K
$934K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 28.04% |
$2.79K - $3.25K
|
137
$18.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 0.92% |
$2.42K - $2.82K
|
2.85K
$377K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25+ 7.76% |
$2.33K - $2.71K
|
347
$45.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25New |
$2.33K - $2.71K
|
25
$3.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
23+ 0.55% |
$2.14K - $2.49K
|
4.24K
$561K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$1.68K - $1.95K
|
18
$2.38K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.02% |
$1.49K - $1.74K
|
64.4K
$8.51M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15New |
$1.4K - $1.63K
|
15
$1.98K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.44% |
$1.21K - $1.41K
|
2.95K
$390K
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.3% |
$1.02K - $1.19K
|
3.74K
$494K
|
|
|
Apr 14, 2022
Q1 2022
|
Sl Advisors, LLC
|
BUY
|
- |
10+ 0.32% |
$931 - $1.08K
|
3.14K
$416K
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$745 - $868
|
2.64K
$349K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 21.43% |
$559 - $651
|
34
$4.49K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.3% |
$559 - $651
|
1.98K
$262K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.48% |
$559 - $651
|
1.26K
$167K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.2% |
$559 - $651
|
2.99K
$395K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.18% |
$373 - $434
|
2.17K
$287K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 27.27% |
$279 - $325
|
14
$1.85K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$186 - $217
|
533
$70.5K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$186 - $217
|
2.94K
$388K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$93.1 - $108
|
3.34K
$442K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.04% |
$93.1 - $108
|
2.63K
$347K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.24% |
$93.1 - $108
|
426
$56.3K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3- 0.07% |
$279 - $325
|
4.06K
$536K
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-8- 0.07% |
$745 - $868
|
11.3K
$1.49M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.07% |
$745 - $868
|
11K
$1.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9- 0.19% |
$838 - $976
|
4.72K
$624K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-10- 0.43% |
$931 - $1.08K
|
2.32K
$307K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.46% |
$1.4K - $1.63K
|
3.23K
$427K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-15Closed |
$1.4K - $1.63K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17- 0.04% |
$1.58K - $1.84K
|
47.3K
$6.25M
|