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 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
28.5KNew |
$2.26M - $2.58M
|
28.5K
$3.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.2KNew |
$2.24M - $2.56M
|
28.2K
$3.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
28KNew |
$2.22M - $2.54M
|
28K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$2.17M - $2.48M
|
27.4K
$3.6M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.2K+ 16.88% |
$2.08M - $2.37M
|
182K
$23.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.2K+ 16.88% |
$2.08M - $2.37M
|
182K
$23.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.6KNew |
$1.95M - $2.22M
|
24.6K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.4K+ 10.03% |
$1.93M - $2.21M
|
268K
$35.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
23.5K+ 15.63% |
$1.86M - $2.13M
|
174K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
21.9KNew |
$1.74M - $1.98M
|
21.9K
$2.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.4K+ 467.12% |
$1.62M - $1.85M
|
24.8K
$3.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20.2K+ 448.55% |
$1.6M - $1.83M
|
24.7K
$3.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
19K+ 19.46% |
$1.5M - $1.72M
|
117K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
18.6K+ 24.46% |
$1.47M - $1.68M
|
94.5K
$12.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.6K+ 502.72% |
$1.39M - $1.59M
|
21.1K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
17.2KNew |
$1.36M - $1.56M
|
17.2K
$2.26M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16.7KNew |
$1.32M - $1.51M
|
16.7K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16.4K+ 98.04% |
$1.3M - $1.48M
|
33.1K
$4.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
15.8KNew |
$1.25M - $1.43M
|
15.8K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
15.4K+ 5.64% |
$1.22M - $1.4M
|
289K
$37.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15K+ 12.44% |
$1.19M - $1.36M
|
136K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14.6KNew |
$1.16M - $1.32M
|
14.6K
$1.92M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14.6K+ 48563.33% |
$1.15M - $1.32M
|
14.6K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.4K+ 23.32% |
$1.14M - $1.3M
|
76.1K
$9.99M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
13.9K+ 16.66% |
$1.1M - $1.26M
|
97.2K
$12.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 50.47% |
$1.08M - $1.24M
|
40.8K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.6KNew |
$1.08M - $1.23M
|
13.6K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.6K+ 26.9% |
$1.08M - $1.23M
|
64.2K
$8.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.3K+ 63.85% |
$1.05M - $1.2M
|
34K
$4.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.1K+ 17.26% |
$1.04M - $1.18M
|
88.8K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
12.8KNew |
$1.01M - $1.16M
|
12.8K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
12.7K+ 215.54% |
$1.01M - $1.15M
|
18.6K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.7K+ 51.24% |
$1M - $1.15M
|
37.3K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.7KNew |
$924K - $1.06M
|
11.7K
$1.53M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
11.7KNew |
$923K - $1.05M
|
11.7K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
10.6K+ 58.71% |
$843K - $964K
|
28.8K
$3.78M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
10.6K+ 178.02% |
$839K - $959K
|
16.5K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.3KNew |
$813K - $929K
|
10.3K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
9.96K+ 7.17% |
$789K - $901K
|
149K
$19.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.76KNew |
$773K - $883K
|
9.76K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.57KNew |
$758K - $867K
|
9.57K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
9.22K+ 12.44% |
$731K - $835K
|
83.3K
$10.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.19K+ 19.47% |
$728K - $832K
|
56.4K
$7.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.91KNew |
$706K - $806K
|
8.91K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
8.78K+ 90.94% |
$696K - $795K
|
18.4K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.53K+ 18.22% |
$676K - $773K
|
55.4K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.45K+ 13.79% |
$669K - $765K
|
69.7K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.3KNew |
$657K - $751K
|
8.3K
$1.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.73K+ 14.02% |
$613K - $700K
|
62.9K
$8.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.6K+ 15.95% |
$602K - $688K
|
55.2K
$7.25M
|