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 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-227- 6.93% |
$18.4K - $23.3K
|
3.05K
$403K
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-234- 3.1% |
$19K - $24K
|
7.32K
$968K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-237- 20.26% |
$19.3K - $24.3K
|
933
$123K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-244- 6.02% |
$19.8K - $25K
|
3.81K
$504K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-245- 5.99% |
$19.9K - $25.1K
|
3.84K
$508K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-250Closed |
$20.3K - $25.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-263- 3.91% |
$21.4K - $27K
|
6.46K
$854K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-263- 29.58% |
$21.4K - $27K
|
626
$82.8K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-267- 6.56% |
$21.7K - $27.4K
|
3.81K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-274- 3.52% |
$22.3K - $28.1K
|
7.51K
$993K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-283- 31.03% |
$23K - $29K
|
629
$83.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-285- 0.91% |
$23.2K - $29.2K
|
31K
$4.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-285- 5.62% |
$23.2K - $29.2K
|
4.78K
$632K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-288- 1.12% |
$23.4K - $29.5K
|
25.3K
$3.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-294- 0.21% |
$23.9K - $30.2K
|
141K
$18.6M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-298Closed |
$24.2K - $30.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-304Closed |
$24.7K - $31.2K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-305- 65.31% |
$24.8K - $31.3K
|
162
$21.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-305- 65.31% |
$24.8K - $31.3K
|
162
$21.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-314- 1.38% |
$25.5K - $32.2K
|
22.4K
$2.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-314- 2.15% |
$25.5K - $32.2K
|
14.3K
$1.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-315- 5.98% |
$25.6K - $32.3K
|
4.95K
$655K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-333- 7.0% |
$27.1K - $34.2K
|
4.42K
$585K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-333- 26.43% |
$27.1K - $34.2K
|
927
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-349- 26.06% |
$28.4K - $35.8K
|
990
$131K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 2.48% |
$28.4K - $35.9K
|
13.7K
$1.82M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-376- 4.21% |
$30.6K - $38.6K
|
8.56K
$1.13M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-385Closed |
$31.3K - $39.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-397- 8.5% |
$32.3K - $40.7K
|
4.27K
$565K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-398- 41.12% |
$32.3K - $40.8K
|
570
$75.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-431- 12.26% |
$35K - $44.2K
|
3.09K
$408K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-442- 5.88% |
$35.9K - $45.3K
|
7.08K
$936K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-501- 15.0% |
$40.7K - $51.4K
|
2.84K
$375K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-541- 18.23% |
$44K - $55.5K
|
2.43K
$321K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-550- 8.13% |
$44.7K - $56.4K
|
6.21K
$821K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-560- 3.47% |
$45.5K - $57.4K
|
15.6K
$2.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-581- 3.53% |
$47.2K - $59.6K
|
15.9K
$2.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-583- 45.19% |
$47.4K - $59.8K
|
707
$93.5K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-644- 1.82% |
$52.3K - $66.1K
|
34.8K
$4.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-655- 3.52% |
$53.2K - $67.2K
|
18K
$2.37M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-691- 30.12% |
$56.2K - $70.9K
|
1.6K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-691- 30.12% |
$56.2K - $70.9K
|
1.6K
$212K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-694- 12.62% |
$56.4K - $71.2K
|
4.8K
$635K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-699- 22.66% |
$56.8K - $71.7K
|
2.39K
$315K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-701- 4.28% |
$57K - $71.9K
|
15.7K
$2.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-718- 11.83% |
$58.4K - $73.7K
|
5.35K
$707K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-757- 7.25% |
$61.5K - $77.7K
|
9.68K
$1.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-767- 14.24% |
$62.3K - $78.7K
|
4.62K
$611K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-811Closed |
$65.9K - $83.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-833- 18.35% |
$67.7K - $85.4K
|
3.71K
$490K
|