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 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.49K+ 10.4% |
$202K - $255K
|
26.4K
$3.49M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.48K+ 216.35% |
$201K - $254K
|
3.62K
$478K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$201K - $253K
|
2.47K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.45KNew |
$199K - $251K
|
2.45K
$323K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.44KNew |
$198K - $250K
|
2.44K
$322K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.43K+ 7.97% |
$198K - $249K
|
32.9K
$4.35M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.35K+ 14.73% |
$191K - $241K
|
18.3K
$2.42M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.31K+ 6.02% |
$187K - $236K
|
40.6K
$5.36M
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.3KNew |
$187K - $236K
|
2.3K
$304K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 103.11% |
$183K - $231K
|
4.44K
$587K
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.24K+ 2.9% |
$182K - $230K
|
79.5K
$10.5M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$178K - $225K
|
2.19K
$290K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.17K+ 4.5% |
$177K - $223K
|
50.5K
$6.67M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.17K+ 5.15% |
$176K - $222K
|
44.2K
$5.85M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.16K+ 25.15% |
$176K - $222K
|
10.8K
$1.42M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.13K+ 3.83% |
$173K - $219K
|
57.8K
$7.64M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13K+ 24.48% |
$173K - $218K
|
10.8K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.03K+ 49.07% |
$165K - $209K
|
6.18K
$816K
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.99K+ 41.78% |
$161K - $204K
|
6.74K
$891K
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.97K+ 5.88% |
$160K - $202K
|
35.4K
$4.68M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.91KNew |
$155K - $196K
|
1.91K
$253K
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.91K+ 11.08% |
$155K - $196K
|
19.1K
$2.53M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.9K+ 0.48% |
$155K - $195K
|
397K
$52.5M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.88K+ 0.19% |
$153K - $193K
|
1.01M
$133M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81K+ 21.35% |
$147K - $186K
|
10.3K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81K+ 21.35% |
$147K - $186K
|
10.3K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.81K+ 16.56% |
$147K - $185K
|
12.7K
$1.68M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 1.33% |
$145K - $184K
|
137K
$18.1M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1.71K+ 11.97% |
$139K - $175K
|
16K
$2.11M
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.68K+ 3.78% |
$137K - $172K
|
46.2K
$6.11M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1.66K+ 55.05% |
$135K - $170K
|
4.67K
$617K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 5.38% |
$130K - $164K
|
31.3K
$4.13M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.59K+ 15.05% |
$129K - $163K
|
12.1K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.52K+ 2.1% |
$124K - $156K
|
74.3K
$9.82M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 6.26% |
$119K - $151K
|
24.9K
$3.3M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.44KNew |
$117K - $147K
|
1.44K
$190K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 1.66% |
$116K - $146K
|
87.2K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.41K+ 1.34% |
$115K - $145K
|
106K
$14.1M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.32K+ 21.51% |
$107K - $136K
|
7.47K
$987K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
1.32K+ 12.09% |
$107K - $135K
|
12.2K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.31K+ 4.85% |
$107K - $135K
|
28.4K
$3.75M
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
1.31K+ 8.24% |
$106K - $134K
|
17.2K
$2.27M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.19KNew |
$96.8K - $122K
|
1.19K
$157K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07K+ 11.61% |
$87K - $110K
|
10.3K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.02K+ 1.1% |
$83.1K - $105K
|
93.9K
$12.4M
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.02K+ 41.03% |
$82.9K - $105K
|
3.51K
$463K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.02K+ 2.09% |
$82.7K - $104K
|
49.7K
$6.57M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 15.33% |
$81.3K - $103K
|
7.52K
$994K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
968+ 58.63% |
$78.7K - $99.3K
|
2.62K
$346K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
967+ 2.06% |
$78.6K - $99.2K
|
48K
$6.35M
|