Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-856- 5.72% |
$69.6K - $87.8K
|
14.1K
$1.87M
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-861- 9.57% |
$70K - $88.3K
|
8.14K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-880- 4.48% |
$71.5K - $90.3K
|
18.8K
$2.48M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-900- 23.91% |
$73.1K - $92.3K
|
2.86K
$379K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 9.79% |
$81.8K - $103K
|
9.27K
$1.23M
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 9.29% |
$82.1K - $104K
|
9.86K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-1.03KClosed |
$83.5K - $105K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 23.52% |
$85.7K - $108K
|
3.43K
$453K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 1.22% |
$90K - $114K
|
89.4K
$11.8M
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.15K- 3.86% |
$93.7K - $118K
|
28.7K
$3.79M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 2.93% |
$97K - $122K
|
39.6K
$5.23M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.23K- 16.66% |
$100K - $126K
|
6.17K
$816K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.25K- 10.14% |
$102K - $128K
|
11.1K
$1.46M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.31KClosed |
$106K - $134K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.32K- 10.18% |
$107K - $135K
|
11.6K
$1.53M
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.45K- 12.41% |
$118K - $149K
|
10.3K
$1.36M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 7.55% |
$119K - $150K
|
17.9K
$2.37M
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 0.42% |
$122K - $154K
|
354K
$46.8M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.51KClosed |
$122K - $154K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.52KClosed |
$124K - $156K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.53KClosed |
$124K - $157K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.53KClosed |
$125K - $157K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.55KClosed |
$126K - $159K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.6K- 21.7% |
$130K - $164K
|
5.78K
$764K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.6K- 21.7% |
$130K - $164K
|
5.78K
$764K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 1.4% |
$132K - $167K
|
114K
$15.1M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.64K- 7.65% |
$133K - $168K
|
19.8K
$2.62M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.65K- 57.75% |
$134K - $169K
|
1.21K
$160K
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.67K- 4.24% |
$135K - $171K
|
37.7K
$4.98M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 34.41% |
$145K - $183K
|
3.4K
$449K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.83K- 15.95% |
$148K - $187K
|
9.62K
$1.27M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 18.73% |
$149K - $188K
|
7.95K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.85K- 16.4% |
$150K - $189K
|
9.41K
$1.24M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 3.37% |
$151K - $191K
|
53.4K
$7.06M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 3.37% |
$151K - $191K
|
53.4K
$7.06M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.89K- 13.14% |
$153K - $194K
|
12.5K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.91K- 18.52% |
$156K - $196K
|
8.42K
$1.11M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.94K- 26.78% |
$157K - $199K
|
5.3K
$700K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 15.01% |
$158K - $200K
|
11K
$1.46M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.98KClosed |
$161K - $203K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.99KClosed |
$161K - $204K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2K- 19.46% |
$162K - $205K
|
8.27K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2K- 2.21% |
$163K - $205K
|
88.7K
$11.7M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.01K- 43.37% |
$163K - $206K
|
2.62K
$347K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.02K- 8.15% |
$164K - $207K
|
22.7K
$3.01M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.04KClosed |
$165K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.08KClosed |
$169K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.09KClosed |
$170K - $215K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.13KClosed |
$173K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$174K - $219K
|
0
$0
|