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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.9K- 2.93% |
$6.25M - $7.14M
|
2.61M
$343M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.9K- 2.93% |
$6.25M - $7.14M
|
2.61M
$343M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-82K- 61.2% |
$6.5M - $7.42M
|
52K
$6.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-82.1K- 54.33% |
$6.5M - $7.43M
|
69K
$9.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-87.5K- 14.55% |
$6.93M - $7.92M
|
514K
$67.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-89.2K- 11.83% |
$7.07M - $8.07M
|
665K
$87.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-94.1K- 70.35% |
$7.45M - $8.52M
|
39.7K
$5.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-98.8K- 24.7% |
$7.83M - $8.95M
|
301K
$39.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-120K- 19.57% |
$9.5M - $10.9M
|
493K
$64.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-120K- 3.84% |
$9.53M - $10.9M
|
3.01M
$395M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142K- 7.8% |
$11.3M - $12.9M
|
1.68M
$220M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-145K- 18.95% |
$11.5M - $13.1M
|
619K
$81.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-171K- 74.76% |
$13.6M - $15.5M
|
57.8K
$7.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-198K- 13.81% |
$15.6M - $17.9M
|
1.23M
$162M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-200K- 24.59% |
$15.9M - $18.1M
|
614K
$80.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-227K- 18.25% |
$18M - $20.5M
|
1.01M
$133M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-239K- 24.13% |
$18.9M - $21.6M
|
751K
$98.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 27.85% |
$20M - $22.8M
|
654K
$85.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-256K- 95.77% |
$20.3M - $23.2M
|
11.3K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-273K- 23.94% |
$21.6M - $24.7M
|
866K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-289K- 7.67% |
$22.9M - $26.1M
|
3.48M
$456M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-305K- 96.7% |
$24.2M - $27.6M
|
10.4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-357K- 81.84% |
$28.3M - $32.3M
|
79.2K
$10.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-466K- 98.86% |
$36.9M - $42.1M
|
5.38K
$706K
|
|
|
Feb 09, 2023
Q4 2022
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-520K- 76.27% |
$41.2M - $47.1M
|
162K
$21.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-546K- 16.65% |
$43.3M - $49.5M
|
2.73M
$359M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-635K- 10.94% |
$50.3M - $57.5M
|
5.17M
$678M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-700K- 11.95% |
$55.4M - $63.4M
|
5.16M
$677M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-913K- 7.23% |
$72.3M - $82.6M
|
11.7M
$1.54B
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.71M- 19.29% |
$135M - $155M
|
7.14M
$937M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.72M- 10.4% |
$136M - $155M
|
14.8M
$1.94B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 20.96% |
$142M - $163M
|
6.77M
$888M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.01M- 14.33% |
$159M - $182M
|
12M
$1.58B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.32M- 10.63% |
$501M - $572M
|
53.1M
$6.97B
|