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 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.79K- 39.82% |
$696K - $795K
|
13.3K
$1.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.87K- 5.62% |
$702K - $803K
|
149K
$19.9M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.02K- 45.54% |
$714K - $816K
|
10.8K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-9.14K- 9.54% |
$724K - $827K
|
86.6K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.41K- 15.69% |
$745K - $852K
|
50.6K
$6.75M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.59K- 69.94% |
$760K - $868K
|
4.12K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.68K- 3.57% |
$767K - $876K
|
261K
$34.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-9.79K- 2.78% |
$775K - $886K
|
343K
$45.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.83K- 12.13% |
$778K - $889K
|
71.1K
$9.49M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.96K- 8.11% |
$789K - $902K
|
113K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.3K- 4.32% |
$815K - $931K
|
228K
$30.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 10.22% |
$815K - $932K
|
90.4K
$12.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 0.98% |
$823K - $941K
|
1.05M
$141M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10.5K- 10.8% |
$832K - $950K
|
86.7K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.9K- 14.28% |
$861K - $984K
|
65.2K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 50.22% |
$861K - $984K
|
10.8K
$1.44M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.9K- 7.67% |
$865K - $988K
|
131K
$17.5M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11K- 64.27% |
$874K - $999K
|
6.14K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.1K- 6.37% |
$877K - $1M
|
163K
$21.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11.1K- 77.56% |
$880K - $1.01M
|
3.21K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-11.4K- 8.74% |
$907K - $1.04M
|
119K
$15.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 70.62% |
$911K - $1.04M
|
4.79K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 6.04% |
$915K - $1.05M
|
180K
$24M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12K- 5.76% |
$954K - $1.09M
|
197K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-12.4K- 39.87% |
$982K - $1.12M
|
18.7K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.6K- 29.61% |
$1.08M - $1.23M
|
32.4K
$4.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.4K- 19.88% |
$1.14M - $1.3M
|
58.1K
$7.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-14.5K- 8.12% |
$1.15M - $1.31M
|
164K
$21.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.5K- 9.61% |
$1.15M - $1.31M
|
136K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-14.6K- 76.44% |
$1.16M - $1.32M
|
4.5K
$601K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.8K- 6.41% |
$1.17M - $1.34M
|
216K
$28.8M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 2.94% |
$1.18M - $1.35M
|
491K
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15K- 3.59% |
$1.19M - $1.36M
|
404K
$53.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16K- 12.09% |
$1.27M - $1.45M
|
116K
$15.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17.4K- 52.87% |
$1.37M - $1.57M
|
15.5K
$2.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 12.28% |
$1.39M - $1.59M
|
125K
$16.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.8K- 8.12% |
$1.41M - $1.62M
|
202K
$27M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-18K- 6.78% |
$1.42M - $1.63M
|
247K
$33M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18.5K- 8.86% |
$1.46M - $1.67M
|
190K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.7K- 19.16% |
$1.48M - $1.69M
|
78.8K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-19.1K- 15.74% |
$1.52M - $1.73M
|
102K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-19.9K- 7.51% |
$1.58M - $1.8M
|
246K
$32.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.4K- 18.21% |
$1.61M - $1.84M
|
91.4K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-21.2K- 47.29% |
$1.68M - $1.92M
|
23.7K
$3.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 4.95% |
$1.69M - $1.93M
|
409K
$54.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.2K- 45.91% |
$1.76M - $2.01M
|
26.1K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22.6K- 13.1% |
$1.79M - $2.05M
|
150K
$20M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.6K- 64.93% |
$1.87M - $2.14M
|
12.7K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-24.3K- 9.32% |
$1.93M - $2.2M
|
237K
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24.4K- 12.84% |
$1.94M - $2.21M
|
166K
$22.1M
|