Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.1M+ 7846.25% |
$3.74B - $4.52B
|
47.7M
$6.22B
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 2.31% |
$107M - $129M
|
59.5M
$7.74B
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
587KNew |
$46.6M - $56.3M
|
587K
$76.4M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
570K+ 4.73% |
$45.2M - $54.7M
|
12.6M
$1.64B
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
370K+ 6.51% |
$29.4M - $35.5M
|
6.05M
$788M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
270K+ 6.69% |
$21.4M - $25.9M
|
4.31M
$561M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
262KNew |
$20.8M - $25.2M
|
262K
$34.1M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
257K+ 2971.02% |
$20.4M - $24.6M
|
265K
$34.6M
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$20.2M - $24.4M
|
254K
$33.1M
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$20.2M - $24.4M
|
254K
$33.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
186K+ 21.21% |
$14.8M - $17.9M
|
1.06M
$139M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
185K+ 5771.1% |
$14.7M - $17.7M
|
188K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
171K+ 11.58% |
$13.6M - $16.4M
|
1.65M
$214M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 6.41% |
$12.9M - $15.5M
|
2.69M
$350M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 6.41% |
$12.9M - $15.5M
|
2.69M
$350M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
158KNew |
$12.5M - $15.1M
|
158K
$20.5M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
147KNew |
$11.7M - $14.2M
|
147K
$19.2M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
139KNew |
$11M - $13.3M
|
139K
$18.1M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
131K+ 524.37% |
$10.4M - $12.5M
|
155K
$20.2M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
129KNew |
$10.3M - $12.4M
|
129K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
122K+ 9.35% |
$9.71M - $11.7M
|
1.43M
$186M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122K+ 3.34% |
$9.65M - $11.7M
|
3.76M
$490M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
114KNew |
$9.06M - $11M
|
114K
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
100KNew |
$7.95M - $9.61M
|
100K
$13M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
97.4K+ 23.52% |
$7.73M - $9.35M
|
511K
$66.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.3K+ 1.71% |
$7.72M - $9.34M
|
5.8M
$755M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
95.8KNew |
$7.6M - $9.19M
|
95.8K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
82.7KNew |
$6.57M - $7.93M
|
82.7K
$10.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
81K+ 6.98% |
$6.44M - $7.78M
|
1.24M
$162M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81K+ 8.91% |
$6.43M - $7.77M
|
990K
$129M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
76.8KNew |
$6.1M - $7.37M
|
76.8K
$10M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
75.3K+ 185.91% |
$5.98M - $7.22M
|
116K
$15.1M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
67.1K+ 75.95% |
$5.33M - $6.44M
|
155K
$20.2M
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
59.9K+ 4.83% |
$4.76M - $5.75M
|
1.3M
$169M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59.8K+ 52.48% |
$4.75M - $5.74M
|
174K
$22.6M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58.4K+ 234.54% |
$4.64M - $5.61M
|
83.3K
$10.9M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
57.1K+ 13.73% |
$4.54M - $5.48M
|
473K
$61.6M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.9K+ 5.65% |
$4.52M - $5.46M
|
1.06M
$139M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
49.7KNew |
$3.95M - $4.77M
|
49.7K
$6.47M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
49.1K+ 521.19% |
$3.9M - $4.71M
|
58.5K
$7.62M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
48.4K+ 18.72% |
$3.84M - $4.65M
|
307K
$40M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
46.7K+ 6.19% |
$3.71M - $4.48M
|
801K
$104M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45.2KNew |
$3.59M - $4.34M
|
45.2K
$5.89M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.1K+ 22.73% |
$3.58M - $4.33M
|
243K
$31.7M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7K+ 766.8% |
$3.39M - $4.1M
|
48.3K
$6.29M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
42.4KNew |
$3.37M - $4.07M
|
42.4K
$5.53M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
41.6KNew |
$3.3M - $3.99M
|
41.6K
$5.42M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
40.9K+ 0.7% |
$3.25M - $3.92M
|
5.86M
$763M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
40.5K+ 50.17% |
$3.22M - $3.89M
|
121K
$15.8M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
40.5K+ 123.65% |
$3.21M - $3.88M
|
73.2K
$9.53M
|