Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.36M+ 72.08% |
$346M - $395M
|
10.4M
$1.35B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.4MNew |
$111M - $127M
|
1.4M
$182M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28M+ 300.87% |
$102M - $116M
|
1.71M
$222M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
742K+ 1266.95% |
$58.8M - $67.2M
|
800K
$104M
|
|
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
522K+ 66.5% |
$41.4M - $47.3M
|
1.31M
$170M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
518K+ 220.16% |
$41M - $46.9M
|
753K
$97.8M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
379KNew |
$30.1M - $34.3M
|
379K
$49.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
360K+ 118.64% |
$28.6M - $32.6M
|
664K
$86.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
265K+ 189.26% |
$21M - $24M
|
405K
$52.7M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$20.1M - $23M
|
254K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
208KNew |
$16.5M - $18.9M
|
208K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
203KNew |
$16.1M - $18.4M
|
203K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
197K+ 11.99% |
$15.6M - $17.9M
|
1.84M
$240M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
180K+ 67.1% |
$14.2M - $16.3M
|
447K
$58.2M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169KNew |
$13.4M - $15.3M
|
169K
$22M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$12.5M - $14.3M
|
158K
$20.5M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
148K+ 666.01% |
$11.7M - $13.4M
|
170K
$22.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
141KNew |
$11.2M - $12.8M
|
141K
$18.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
131KNew |
$10.4M - $11.9M
|
131K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
120KNew |
$9.51M - $10.9M
|
120K
$15.6M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
114KNew |
$9.06M - $10.4M
|
114K
$14.9M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$8.95M - $10.2M
|
113K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 142.61% |
$8.46M - $9.66M
|
182K
$23.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
85.8K+ 1.99% |
$6.8M - $7.77M
|
4.39M
$571M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
80.8K+ 185.61% |
$6.4M - $7.31M
|
124K
$16.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
76K+ 106.79% |
$6.02M - $6.88M
|
147K
$19.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
73.6KNew |
$5.83M - $6.66M
|
73.6K
$9.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
54K+ 2.23% |
$4.28M - $4.89M
|
2.48M
$322M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
51.6KNew |
$4.09M - $4.68M
|
51.6K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
49.1KNew |
$3.89M - $4.45M
|
49.1K
$6.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
47.5KNew |
$3.77M - $4.3M
|
47.5K
$6.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.3K+ 122.5% |
$3.59M - $4.1M
|
82.2K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
44.2K+ 4.15% |
$3.5M - $4.01M
|
1.11M
$144M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.8KNew |
$3.23M - $3.7M
|
40.8K
$5.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
40.5KNew |
$3.21M - $3.67M
|
40.5K
$5.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
39.8KNew |
$3.15M - $3.6M
|
39.8K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.4K+ 426.29% |
$3.13M - $3.57M
|
48.7K
$6.33M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.4K+ 5.22% |
$3.12M - $3.57M
|
794K
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
39.3K+ 10.0% |
$3.12M - $3.56M
|
433K
$56.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
39.1K+ 4.88% |
$3.1M - $3.54M
|
840K
$109M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37.8KNew |
$2.99M - $3.42M
|
37.8K
$4.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36.6KNew |
$2.9M - $3.32M
|
36.6K
$4.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
36.3KNew |
$2.88M - $3.29M
|
36.3K
$4.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
36.1K+ 36.77% |
$2.86M - $3.27M
|
134K
$17.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
34KNew |
$2.69M - $3.08M
|
34K
$4.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33.7K+ 10.99% |
$2.67M - $3.06M
|
341K
$44.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
31.5K+ 34.42% |
$2.5M - $2.86M
|
123K
$16M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
30.3K+ 24.93% |
$2.4M - $2.74M
|
152K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29K+ 24.86% |
$2.29M - $2.62M
|
145K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28.5KNew |
$2.26M - $2.58M
|
28.5K
$3.71M
|