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 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
8.07K+ 3.76% |
$656K - $828K
|
223K
$29.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.95K+ 4.06% |
$646K - $815K
|
204K
$26.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.94K+ 29.13% |
$645K - $814K
|
35.2K
$4.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.88KNew |
$641K - $809K
|
7.88K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.8K+ 154.4% |
$634K - $800K
|
12.8K
$1.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.77K+ 3.82% |
$631K - $797K
|
211K
$27.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.63K+ 2.27% |
$620K - $782K
|
344K
$45.5M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.55K+ 36.34% |
$614K - $775K
|
28.3K
$3.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.45K+ 2.41% |
$605K - $764K
|
316K
$41.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.43KNew |
$604K - $762K
|
7.43K
$982K
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
7.35K+ 4.62% |
$598K - $754K
|
166K
$22M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
7.27K+ 10.66% |
$591K - $746K
|
75.5K
$9.98M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7.06K+ 1.45% |
$574K - $724K
|
494K
$65.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
7.04KNew |
$572K - $722K
|
7.04K
$931K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 10.28% |
$538K - $679K
|
71K
$9.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.62K+ 13.24% |
$538K - $679K
|
56.6K
$7.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6.6KNew |
$536K - $677K
|
6.6K
$872K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.47K+ 25.11% |
$526K - $664K
|
32.2K
$4.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.35K+ 5.18% |
$516K - $651K
|
129K
$17.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
6.22K+ 13.46% |
$506K - $638K
|
52.5K
$6.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.02K+ 300.9% |
$490K - $618K
|
8.03K
$1.06M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.98KNew |
$486K - $613K
|
5.98K
$790K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.87K+ 14.17% |
$477K - $603K
|
47.3K
$6.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.86K+ 48.0% |
$476K - $601K
|
18.1K
$2.39M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
5.81KNew |
$472K - $596K
|
5.81K
$768K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.71K+ 33.69% |
$464K - $586K
|
22.6K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.57KNew |
$453K - $572K
|
5.57K
$737K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.37K+ 132.31% |
$436K - $551K
|
9.43K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
5.21K+ 10.7% |
$423K - $534K
|
53.8K
$7.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.19K+ 14.11% |
$422K - $532K
|
42K
$5.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.16K+ 1.27% |
$419K - $529K
|
411K
$54.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
5.11K+ 33.97% |
$416K - $525K
|
20.2K
$2.67M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.87K+ 10.18% |
$396K - $500K
|
52.8K
$6.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.86K+ 2.34% |
$395K - $498K
|
212K
$28M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.85K+ 140.6% |
$394K - $497K
|
8.29K
$1.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
4.77K+ 2.16% |
$387K - $489K
|
225K
$29.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
4.63K+ 4.28% |
$376K - $475K
|
113K
$14.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
4.49K+ 19.34% |
$365K - $460K
|
27.7K
$3.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 13.53% |
$362K - $457K
|
37.4K
$4.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.43KNew |
$360K - $454K
|
4.43K
$586K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.42K+ 31.39% |
$359K - $454K
|
18.5K
$2.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
4.28K+ 57.47% |
$348K - $439K
|
11.7K
$1.55M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.2K+ 2.22% |
$342K - $431K
|
194K
$25.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.2K+ 13.35% |
$342K - $431K
|
35.7K
$4.72M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.19KNew |
$341K - $430K
|
4.19K
$554K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.17K+ 8.83% |
$339K - $428K
|
51.5K
$6.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.15K+ 12.12% |
$337K - $426K
|
38.4K
$5.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.14K+ 5.67% |
$336K - $424K
|
77.1K
$10.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.13K+ 0.46% |
$335K - $423K
|
909K
$120M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.96K+ 1.66% |
$322K - $406K
|
242K
$32.1M
|