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 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
196+ 1.72% |
$15.6K - $18.8K
|
11.6K
$1.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
195+ 4.56% |
$15.5K - $18.7K
|
4.47K
$586K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
192+ 2.55% |
$15.2K - $18.4K
|
7.72K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
174New |
$13.8K - $16.7K
|
174
$22.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
164New |
$13K - $15.7K
|
164
$21.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
156+ 1.73% |
$12.4K - $15K
|
9.19K
$1.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132New |
$10.5K - $12.7K
|
132
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 0.46% |
$10.4K - $12.6K
|
28.7K
$3.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
119+ 3.29% |
$9.45K - $11.4K
|
3.74K
$491K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
114+ 0.78% |
$9.05K - $10.9K
|
14.8K
$1.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112+ 0.28% |
$8.89K - $10.7K
|
39.7K
$5.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
110+ 1.41% |
$8.74K - $10.6K
|
7.92K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$8.66K - $10.5K
|
109
$14.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
108New |
$8.58K - $10.4K
|
108
$14.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
105+ 11.25% |
$8.34K - $10.1K
|
1.04K
$136K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
104+ 17.25% |
$8.26K - $9.98K
|
707
$92.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
103+ 54.79% |
$8.18K - $9.88K
|
291
$38.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
102+ 29.31% |
$8.1K - $9.79K
|
450
$59.1K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
102+ 1.17% |
$8.1K - $9.79K
|
8.79K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 0.22% |
$7.94K - $9.6K
|
45.2K
$5.93M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
95+ 0.27% |
$7.54K - $9.12K
|
34.9K
$4.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
90+ 2.63% |
$7.15K - $8.64K
|
3.52K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
77+ 2.79% |
$6.11K - $7.39K
|
2.84K
$372K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
72+ 13.98% |
$5.72K - $6.91K
|
587
$77K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
69+ 0.28% |
$5.48K - $6.62K
|
25K
$3.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 10.36% |
$5K - $6.05K
|
671
$88.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
60+ 2.41% |
$4.76K - $5.76K
|
2.55K
$335K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54+ 1.83% |
$4.29K - $5.18K
|
3.01K
$395K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
48+ 0.29% |
$3.81K - $4.61K
|
16.6K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
46+ 1.27% |
$3.65K - $4.41K
|
3.65K
$480K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 1.54% |
$3.26K - $3.93K
|
2.71K
$356K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
33+ 1.26% |
$2.62K - $3.17K
|
2.65K
$347K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32New |
$2.54K - $3.07K
|
32
$4.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.64% |
$1.91K - $2.3K
|
3.77K
$495K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21+ 0.01% |
$1.67K - $2.02K
|
202K
$26.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.01% |
$1.51K - $1.82K
|
128K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$794 - $960
|
3.21K
$421K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$794 - $960
|
3.21K
$421K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8+ 0.11% |
$635 - $768
|
7.24K
$950K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8+ 1.79% |
$635 - $768
|
456
$59.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7New |
$556 - $672
|
7
$919
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 17.65% |
$238 - $288
|
20
$2.62K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.47% |
$159 - $192
|
430
$56.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $192
|
2.94K
$386K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$159 - $192
|
537
$70.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.68% |
$79.4 - $96
|
149
$19.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$79.4 - $96
|
4.81K
$632K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 0.06% |
$238 - $288
|
4.93K
$647K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5- 0.18% |
$397 - $480
|
2.83K
$371K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-6- 0.14% |
$476 - $576
|
4.19K
$549K
|