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 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
2.81K+ 47.16% |
$223K - $254K
|
8.77K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.79K+ 0.6% |
$221K - $252K
|
467K
$60.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.78K+ 92.41% |
$220K - $251K
|
5.78K
$751K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
2.77KNew |
$219K - $250K
|
2.77K
$360K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.72KNew |
$216K - $246K
|
2.72K
$354K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.64KNew |
$209K - $239K
|
2.64K
$343K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.62K+ 11.04% |
$208K - $237K
|
26.4K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61K+ 3.88% |
$207K - $237K
|
69.9K
$9.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.53KNew |
$200K - $229K
|
2.53K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5KNew |
$198K - $226K
|
2.5K
$325K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.49KNew |
$198K - $226K
|
2.49K
$324K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
2.49K+ 14.22% |
$197K - $225K
|
20K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.47KNew |
$195K - $223K
|
2.47K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.46K+ 3.36% |
$195K - $223K
|
75.7K
$9.84M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.41KNew |
$191K - $219K
|
2.41K
$314K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.39KNew |
$189K - $216K
|
2.39K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.36K+ 60.74% |
$187K - $214K
|
6.24K
$811K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.33K+ 30.92% |
$185K - $211K
|
9.87K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 1.39% |
$181K - $207K
|
166K
$21.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.25K+ 49.49% |
$178K - $204K
|
6.8K
$883K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.93K+ 4.63% |
$152K - $174K
|
43.5K
$5.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.87K+ 24.97% |
$148K - $169K
|
9.37K
$1.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.85K+ 4.7% |
$146K - $167K
|
41.2K
$5.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.85K+ 4.27% |
$146K - $167K
|
45.2K
$5.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.83K+ 12.76% |
$145K - $165K
|
16.1K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.79K+ 42.4% |
$142K - $162K
|
6.02K
$783K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.75K+ 12.78% |
$138K - $158K
|
15.4K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.64K+ 36.95% |
$130K - $149K
|
6.09K
$791K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.64K+ 1012.96% |
$130K - $149K
|
1.8K
$234K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 1012.96% |
$130K - $149K
|
1.8K
$234K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.62K+ 17.09% |
$128K - $147K
|
11.1K
$1.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.54K+ 12.8% |
$122K - $139K
|
13.6K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.54K+ 12.58% |
$122K - $139K
|
13.8K
$1.79M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.53KNew |
$121K - $139K
|
1.53K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.53K+ 0.93% |
$121K - $138K
|
166K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.52K+ 28.6% |
$120K - $137K
|
6.82K
$886K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.5K+ 232.35% |
$119K - $136K
|
2.15K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.48K+ 5.65% |
$117K - $134K
|
27.7K
$3.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.36KNew |
$107K - $123K
|
1.36K
$176K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36K+ 36.25% |
$107K - $123K
|
5.09K
$662K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.32KNew |
$104K - $119K
|
1.32K
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.17K+ 5.34% |
$92.8K - $106K
|
23.1K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 2.35% |
$91.6K - $105K
|
50.4K
$6.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.15K+ 8.48% |
$91K - $104K
|
14.7K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.13K+ 3.43% |
$89.4K - $102K
|
34K
$4.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$83.8K - $95.8K
|
1.06K
$138K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.05K+ 2.55% |
$83.1K - $95K
|
42.1K
$5.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 13.18% |
$82.7K - $94.5K
|
8.97K
$1.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 17.95% |
$81.4K - $93.1K
|
6.76K
$878K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 16.41% |
$80.6K - $92.2K
|
7.22K
$939K
|