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
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.3K- 28.13% |
$1.41M - $1.78M
|
44.3K
$5.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.8K- 21.25% |
$1.45M - $1.83M
|
66.2K
$8.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-18K- 99.97% |
$1.46M - $1.85M
|
5
$661
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-18.6K- 3.11% |
$1.51M - $1.9M
|
579K
$76.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.3K- 14.69% |
$1.57M - $1.98M
|
112K
$14.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-19.4K- 34.11% |
$1.57M - $1.99M
|
37.4K
$4.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.8K- 22.32% |
$1.61M - $2.03M
|
69K
$9.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9K- 12.98% |
$1.62M - $2.04M
|
134K
$17.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-20.5K- 74.25% |
$1.66M - $2.1M
|
7.1K
$939K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-20.8K- 5.56% |
$1.69M - $2.13M
|
353K
$46.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-21.5K- 8.09% |
$1.75M - $2.21M
|
244K
$32.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.7K- 6.18% |
$1.77M - $2.23M
|
330K
$43.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-22.4K- 7.76% |
$1.82M - $2.3M
|
266K
$35.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-22.6KClosed |
$1.84M - $2.32M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-22.9K- 22.53% |
$1.86M - $2.35M
|
78.6K
$10.4M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-23.2K- 7.04% |
$1.88M - $2.38M
|
306K
$40.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.89M - $2.39M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.6K- 1.31% |
$2.16M - $2.73M
|
2.01M
$265M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-27.2K- 18.74% |
$2.21M - $2.79M
|
118K
$15.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-28.6K- 26.72% |
$2.32M - $2.93M
|
78.3K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.7KClosed |
$2.41M - $3.05M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-30.1K- 3.56% |
$2.44M - $3.08M
|
814K
$108M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-30.2K- 5.76% |
$2.46M - $3.1M
|
495K
$65.4M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-31.9K- 6.06% |
$2.59M - $3.27M
|
494K
$65.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.4K- 20.73% |
$2.63M - $3.32M
|
124K
$16.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-38.6K- 96.31% |
$3.14M - $3.96M
|
1.48K
$196K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.7K- 0.76% |
$3.55M - $4.49M
|
5.68M
$751M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45K- 59.88% |
$3.66M - $4.62M
|
30.2K
$3.99M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-48.2K- 3.74% |
$3.92M - $4.95M
|
1.24M
$164M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.4K- 5.26% |
$3.94M - $4.97M
|
873K
$115M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-52.2K- 71.71% |
$4.24M - $5.35M
|
20.6K
$2.72M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-54.4K- 18.31% |
$4.42M - $5.58M
|
243K
$32.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-56.6K- 38.37% |
$4.6M - $5.8M
|
90.9K
$12M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58.8K- 18.07% |
$4.78M - $6.03M
|
267K
$35.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-60.3K- 94.81% |
$4.9M - $6.19M
|
3.3K
$437K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-60.8KClosed |
$4.94M - $6.23M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-67.5KClosed |
$5.49M - $6.93M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-75.2K- 9.28% |
$6.11M - $7.72M
|
736K
$97.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-77.2K- 26.15% |
$6.27M - $7.92M
|
218K
$28.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.6K- 18.2% |
$8.02M - $10.1M
|
443K
$58.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-104K- 31.11% |
$8.43M - $10.6M
|
230K
$30.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-107KClosed |
$8.73M - $11M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-119K- 93.56% |
$9.69M - $12.2M
|
8.21K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 3.72% |
$9.88M - $12.5M
|
3.14M
$416M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-131KClosed |
$10.7M - $13.5M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-135K- 31.29% |
$11M - $13.9M
|
297K
$39.2M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-161K- 37.66% |
$13M - $16.5M
|
266K
$35.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170K- 4.91% |
$13.8M - $17.4M
|
3.29M
$436M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-184K- 3.07% |
$15M - $18.9M
|
5.82M
$769M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-203K- 15.12% |
$16.5M - $20.8M
|
1.14M
$151M
|