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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39.6K+ 51.4% |
$3.15M - $3.8M
|
117K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
38.3K+ 85.23% |
$3.04M - $3.68M
|
83.3K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37.8KNew |
$3.01M - $3.63M
|
37.8K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1K+ 2.37% |
$2.95M - $3.56M
|
1.6M
$208M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37KNew |
$2.93M - $3.55M
|
37K
$4.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 18.24% |
$2.92M - $3.53M
|
238K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.6K+ 9.96% |
$2.83M - $3.42M
|
393K
$51.1M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35.1KNew |
$2.79M - $3.37M
|
35.1K
$4.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.2K+ 45.67% |
$2.64M - $3.19M
|
106K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2.64M - $3.19M
|
33.2K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32.4K+ 64.02% |
$2.57M - $3.11M
|
82.9K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
32.2K+ 14.1% |
$2.56M - $3.09M
|
261K
$33.9M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
29.7K+ 92.49% |
$2.36M - $2.85M
|
61.7K
$8.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29K+ 33.14% |
$2.3M - $2.78M
|
116K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.1K+ 6.96% |
$2.23M - $2.7M
|
433K
$56.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
27.5KNew |
$2.19M - $2.64M
|
27.5K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27K+ 6.89% |
$2.14M - $2.59M
|
419K
$54.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26KNew |
$2.07M - $2.5M
|
26K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 2.58% |
$1.97M - $2.38M
|
986K
$128M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24K+ 17.03% |
$1.9M - $2.3M
|
165K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24K+ 79.5% |
$1.9M - $2.3M
|
54.1K
$7.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 21.15% |
$1.85M - $2.24M
|
134K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
22.8K+ 69.71% |
$1.81M - $2.19M
|
55.6K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.6K+ 233.34% |
$1.72M - $2.08M
|
30.9K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
21.4K+ 19.83% |
$1.7M - $2.05M
|
129K
$16.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
21.3K+ 6.07% |
$1.69M - $2.04M
|
372K
$48.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.7K+ 263.23% |
$1.65M - $1.99M
|
28.6K
$3.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.3K+ 34.15% |
$1.53M - $1.86M
|
75.9K
$9.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19K+ 7.67% |
$1.51M - $1.82M
|
267K
$34.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.9K+ 15.3% |
$1.5M - $1.81M
|
142K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 148.8% |
$1.48M - $1.79M
|
31.1K
$4.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
18.4K+ 9.71% |
$1.46M - $1.77M
|
208K
$27.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 59.2% |
$1.46M - $1.76M
|
49.3K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 17.5% |
$1.43M - $1.73M
|
121K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.2K+ 18.93% |
$1.37M - $1.65M
|
108K
$14M
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
16.6K+ 6.46% |
$1.32M - $1.59M
|
274K
$35.6M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 323.12% |
$1.31M - $1.59M
|
21.7K
$2.81M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.2K+ 38.54% |
$1.29M - $1.56M
|
58.3K
$7.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15.9K+ 35.87% |
$1.26M - $1.52M
|
60.1K
$7.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
15.4KNew |
$1.22M - $1.48M
|
15.4K
$2M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 7.53% |
$1.13M - $1.36M
|
203K
$26.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
14.1K+ 4.94% |
$1.12M - $1.36M
|
300K
$39M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.1K+ 15.02% |
$1.12M - $1.35M
|
108K
$14M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 101.42% |
$1.1M - $1.33M
|
27.6K
$3.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.5K+ 3.29% |
$1.07M - $1.3M
|
424K
$55.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.9K+ 2.86% |
$1.02M - $1.24M
|
464K
$60.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.7K+ 7.09% |
$1M - $1.21M
|
191K
$24.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
12.4K+ 35.34% |
$987K - $1.19M
|
47.6K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 25.31% |
$983K - $1.19M
|
61.3K
$7.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
12.1K+ 5.44% |
$963K - $1.16M
|
235K
$30.6M
|