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
|
Tfo Tdc, LLC
|
BUY
|
- |
261New |
$21.2K - $26.8K
|
261
$34.5K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
254+ 6.56% |
$20.6K - $26.1K
|
4.13K
$546K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
247+ 113.82% |
$20.1K - $25.3K
|
464
$61.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
243+ 1.21% |
$19.7K - $24.9K
|
20.4K
$2.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
222+ 4.34% |
$18K - $22.8K
|
5.34K
$706K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
219+ 1.72% |
$17.8K - $22.5K
|
12.9K
$1.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 2.95% |
$17.5K - $22.1K
|
7.49K
$991K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
201+ 57.93% |
$16.3K - $20.6K
|
548
$72.4K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
199+ 3.07% |
$16.2K - $20.4K
|
6.69K
$884K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
198+ 132.0% |
$16.1K - $20.3K
|
348
$46K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
197New |
$16K - $20.2K
|
197
$26K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
174+ 7.36% |
$14.1K - $17.8K
|
2.54K
$335K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
170+ 1888.89% |
$13.8K - $17.4K
|
179
$23.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
170+ 3.88% |
$13.8K - $17.4K
|
4.55K
$601K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
161+ 3.42% |
$13.1K - $16.5K
|
4.87K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
157+ 0.08% |
$12.8K - $16.1K
|
202K
$26.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
136+ 4.31% |
$11.1K - $14K
|
3.29K
$435K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 1.73% |
$10K - $12.6K
|
7.23K
$955K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
120+ 1.0% |
$9.75K - $12.3K
|
12.1K
$1.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
113+ 2.4% |
$9.18K - $11.6K
|
4.81K
$636K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
112+ 4.29% |
$9.1K - $11.5K
|
2.72K
$360K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
100New |
$8.13K - $10.3K
|
100
$13.2K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
100+ 3.28% |
$8.13K - $10.3K
|
3.15K
$416K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
94+ 0.33% |
$7.64K - $9.64K
|
28.5K
$3.77M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
91+ 0.75% |
$7.4K - $9.33K
|
12.3K
$1.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
88+ 0.56% |
$7.15K - $9.03K
|
15.9K
$2.11M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
83New |
$6.75K - $8.51K
|
83
$11K
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
75+ 3.24% |
$6.1K - $7.69K
|
2.39K
$316K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68+ 0.1% |
$5.53K - $6.98K
|
66.8K
$8.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
68New |
$5.53K - $6.98K
|
68
$8.99K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
68New |
$5.53K - $6.98K
|
68
$8.99K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64+ 11.76% |
$5.2K - $6.57K
|
608
$80.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 2.42% |
$5.2K - $6.57K
|
2.71K
$358K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$4.88K - $6.15K
|
60
$7.93K
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
47+ 0.33% |
$3.82K - $4.82K
|
14.5K
$1.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.82K - $4.82K
|
47
$6.21K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
42New |
$3.41K - $4.31K
|
42
$5.55K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
40+ 0.02% |
$3.25K - $4.1K
|
184K
$24.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
34New |
$2.76K - $3.49K
|
34
$4.49K
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
33+ 0.29% |
$2.68K - $3.39K
|
11.5K
$1.52M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$2.52K - $3.18K
|
31
$4.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30New |
$2.44K - $3.08K
|
30
$3.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
28+ 25.0% |
$2.28K - $2.87K
|
140
$18.5K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
27+ 0.31% |
$2.19K - $2.77K
|
8.69K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 18.25% |
$2.03K - $2.56K
|
162
$21.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$1.14K - $1.44K
|
4.46K
$589K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.35% |
$1.06K - $1.33K
|
3.75K
$495K
|
|
|
Jul 28, 2022
Q2 2022
|
Sl Advisors, LLC
|
BUY
|
- |
11+ 0.35% |
$894 - $1.13K
|
3.16K
$417K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10+ 0.38% |
$813 - $1.03K
|
2.62K
$346K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.34% |
$731 - $923
|
2.65K
$350K
|