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 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-252- 0.24% |
$20K - $24.2K
|
106K
$13.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-254- 6.15% |
$20.2K - $24.4K
|
3.87K
$503K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-254- 0.7% |
$20.2K - $24.4K
|
35.9K
$4.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-267- 1.41% |
$21.2K - $25.6K
|
18.7K
$2.43M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-269- 2.2% |
$21.4K - $25.8K
|
12K
$1.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-275- 0.09% |
$21.8K - $26.4K
|
308K
$40.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-279- 5.21% |
$22.2K - $26.8K
|
5.07K
$659K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-284- 2.27% |
$22.6K - $27.3K
|
12.2K
$1.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-295- 3.63% |
$23.4K - $28.3K
|
7.84K
$1.02M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300- 14.12% |
$23.8K - $28.8K
|
1.83K
$237K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-304- 8.07% |
$24.1K - $29.2K
|
3.46K
$450K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-329- 3.93% |
$26.1K - $31.6K
|
8.05K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-350- 10.62% |
$27.8K - $33.6K
|
2.95K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-357- 3.79% |
$28.3K - $34.3K
|
9.05K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-369- 9.96% |
$29.3K - $35.4K
|
3.34K
$434K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-383- 3.47% |
$30.4K - $36.8K
|
10.7K
$1.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-386- 91.9% |
$30.7K - $37K
|
34
$4.42K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-392- 4.58% |
$31.1K - $37.6K
|
8.17K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-393- 2.99% |
$31.2K - $37.7K
|
12.8K
$1.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-395- 2.8% |
$31.4K - $37.9K
|
13.7K
$1.78M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$31.8K - $38.4K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-400- 3.33% |
$31.8K - $38.4K
|
11.6K
$1.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-400- 5.63% |
$31.8K - $38.4K
|
6.7K
$871K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-431- 7.46% |
$34.2K - $41.4K
|
5.35K
$695K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-431- 7.46% |
$34.2K - $41.4K
|
5.35K
$695K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-449- 3.21% |
$35.7K - $43.1K
|
13.5K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-492- 11.13% |
$39.1K - $47.2K
|
3.93K
$511K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-511- 22.74% |
$40.6K - $49K
|
1.74K
$226K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-531- 2.5% |
$42.2K - $51K
|
20.7K
$2.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-547- 2.8% |
$43.4K - $52.5K
|
19K
$2.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-565- 10.02% |
$44.9K - $54.2K
|
5.08K
$660K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-607- 6.52% |
$48.2K - $58.3K
|
8.7K
$1.13M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-626- 41.57% |
$49.7K - $60.1K
|
880
$114K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-640- 4.49% |
$50.8K - $61.4K
|
13.6K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-664- 11.68% |
$52.7K - $63.7K
|
5.02K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-679- 2.37% |
$53.9K - $65.2K
|
28K
$3.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-763- 2.84% |
$60.6K - $73.2K
|
26.1K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-828- 11.01% |
$65.8K - $79.5K
|
6.69K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-864- 11.71% |
$68.6K - $82.9K
|
6.51K
$847K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-885- 4.9% |
$70.3K - $84.9K
|
17.2K
$2.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-887- 1.93% |
$70.4K - $85.1K
|
45K
$5.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-897- 62.51% |
$71.2K - $86.1K
|
538
$69.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-928- 17.13% |
$73.7K - $89.1K
|
4.49K
$583K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.02K- 8.78% |
$80.8K - $97.7K
|
10.6K
$1.37M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.02K- 9.94% |
$80.9K - $97.8K
|
9.23K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 1.42% |
$81.6K - $98.6K
|
71.2K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.09K- 18.84% |
$86.6K - $105K
|
4.7K
$611K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.1K- 68.81% |
$87.6K - $106K
|
500
$65K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.1K- 68.81% |
$87.6K - $106K
|
500
$65K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 20.85% |
$87.7K - $106K
|
4.19K
$545K
|