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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
26.4K+ 48.6% |
$2.15M - $2.71M
|
80.8K
$10.7M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.5KNew |
$2.08M - $2.62M
|
25.5K
$3.38M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.4K+ 3.32% |
$2.06M - $2.6M
|
790K
$104M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
24.3K+ 22.08% |
$1.97M - $2.49M
|
134K
$17.7M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
24.2K+ 34.05% |
$1.96M - $2.48M
|
95.1K
$12.6M
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
22.6K+ 12.21% |
$1.84M - $2.32M
|
208K
$27.5M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.5K+ 133.25% |
$1.83M - $2.31M
|
39.4K
$5.21M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.3K+ 2.37% |
$1.81M - $2.28M
|
962K
$127M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.9K+ 81.28% |
$1.78M - $2.25M
|
48.9K
$6.46M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 6.22% |
$1.67M - $2.11M
|
350K
$46.3M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20K+ 2022.09% |
$1.62M - $2.05M
|
20.9K
$2.77M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.9K+ 162.54% |
$1.61M - $2.04M
|
32.1K
$4.24M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
19.2K+ 13.37% |
$1.56M - $1.97M
|
163K
$21.6M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.2KNew |
$1.56M - $1.97M
|
19.2K
$2.54M
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.5K+ 7.77% |
$1.5M - $1.9M
|
257K
$34M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18.4KNew |
$1.49M - $1.89M
|
18.4K
$2.43M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.1KNew |
$1.31M - $1.65M
|
16.1K
$2.13M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15.1K+ 492.8% |
$1.22M - $1.54M
|
18.1K
$2.39M
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
14.8K+ 15.8% |
$1.2M - $1.52M
|
108K
$14.3M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
14.6KNew |
$1.19M - $1.5M
|
14.6K
$1.93M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
14.4K+ 5.28% |
$1.17M - $1.47M
|
286K
$37.8M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
14.2K+ 19.22% |
$1.15M - $1.46M
|
88.1K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14.1K+ 4.11% |
$1.15M - $1.45M
|
358K
$47.3M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.6KNew |
$1.11M - $1.4M
|
13.6K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.6K+ 3.48% |
$1.1M - $1.39M
|
404K
$53.4M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 6244.44% |
$1.1M - $1.38M
|
13.7K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.4KNew |
$1.09M - $1.37M
|
13.4K
$1.77M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 6.2% |
$1.09M - $1.37M
|
229K
$30.2M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
13.3K+ 71.91% |
$1.08M - $1.36M
|
31.7K
$4.19M
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
13KNew |
$1.06M - $1.34M
|
13K
$1.72M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
12.8K+ 19.72% |
$1.04M - $1.31M
|
77.6K
$10.3M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
12.7K+ 40.59% |
$1.04M - $1.31M
|
44.1K
$5.84M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$1.02M - $1.28M
|
12.5K
$1.65M
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
12.1K+ 8.11% |
$985K - $1.24M
|
162K
$21.4M
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12KNew |
$975K - $1.23M
|
12K
$1.59M
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.6KNew |
$942K - $1.19M
|
11.6K
$1.53M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.3K+ 7.25% |
$918K - $1.16M
|
167K
$22.1M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 2.58% |
$899K - $1.13M
|
439K
$58M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.8K+ 25.68% |
$874K - $1.1M
|
52.7K
$6.96M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.6K+ 32.57% |
$858K - $1.08M
|
43K
$5.68M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4KNew |
$845K - $1.07M
|
10.4K
$1.37M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
10.3K+ 3.98% |
$841K - $1.06M
|
270K
$35.7M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 91.31% |
$820K - $1.04M
|
21.1K
$2.79M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9.89K+ 22.98% |
$804K - $1.01M
|
52.9K
$7M
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
9.79KNew |
$796K - $1M
|
9.79K
$1.29M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.21K+ 10.12% |
$748K - $945K
|
100K
$13.2M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.12K+ 7.87% |
$741K - $935K
|
125K
$16.5M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.92K+ 18.73% |
$725K - $915K
|
56.5K
$7.47M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.79K+ 423.46% |
$714K - $902K
|
10.9K
$1.44M
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
8.64KNew |
$702K - $887K
|
8.64K
$1.14M
|