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
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$79.2K - $90.5K
|
1K
$130K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
993+ 14.88% |
$78.7K - $89.9K
|
7.67K
$997K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
975+ 20.53% |
$77.2K - $88.3K
|
5.72K
$744K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
963+ 14.49% |
$76.3K - $87.2K
|
7.61K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
958+ 3.65% |
$75.9K - $86.7K
|
27.2K
$3.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
950+ 6.54% |
$75.3K - $86K
|
15.5K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
950+ 12.81% |
$75.3K - $86K
|
8.37K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
936+ 7.55% |
$74.1K - $84.7K
|
13.3K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
927+ 10.66% |
$73.4K - $83.9K
|
9.62K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
900+ 0.36% |
$71.3K - $81.5K
|
252K
$32.7M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
898+ 13.5% |
$71.1K - $81.3K
|
7.55K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
898+ 25.46% |
$71.1K - $81.3K
|
4.43K
$575K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
856+ 1.61% |
$67.8K - $77.5K
|
54K
$7.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
841+ 4.31% |
$66.6K - $76.1K
|
20.3K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
805+ 3.83% |
$63.8K - $72.9K
|
21.8K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
678+ 6.63% |
$53.7K - $61.4K
|
10.9K
$1.42M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
670+ 26.49% |
$53.1K - $60.7K
|
3.2K
$416K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
660+ 1.31% |
$52.3K - $59.7K
|
50.9K
$6.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
631+ 5.39% |
$50K - $57.1K
|
12.3K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
602+ 140.0% |
$47.7K - $54.5K
|
1.03K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
601+ 9.92% |
$47.6K - $54.4K
|
6.66K
$866K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
597+ 5.25% |
$47.3K - $54K
|
12K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
585+ 19.2% |
$46.3K - $53K
|
3.63K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
584+ 0.87% |
$46.3K - $52.9K
|
67.9K
$8.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
575+ 12.82% |
$45.6K - $52.1K
|
5.06K
$658K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
560New |
$44.4K - $50.7K
|
560
$72.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
517+ 6.29% |
$41K - $46.8K
|
8.74K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
505+ 11.25% |
$40K - $45.7K
|
4.99K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
504+ 1.87% |
$39.9K - $45.6K
|
27.4K
$3.56M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
499+ 12.88% |
$39.5K - $45.2K
|
4.37K
$568K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
492New |
$39K - $44.5K
|
492
$64K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
470+ 1.71% |
$37.2K - $42.5K
|
28K
$3.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
468+ 21.59% |
$37.1K - $42.4K
|
2.64K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
439+ 6.0% |
$34.8K - $39.7K
|
7.76K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
422New |
$33.4K - $38.2K
|
422
$54.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
406New |
$32.2K - $36.8K
|
406
$52.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
380New |
$30.1K - $34.4K
|
380
$49.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
363+ 5.01% |
$28.8K - $32.9K
|
7.61K
$990K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
340+ 11.87% |
$26.9K - $30.8K
|
3.2K
$416K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
338New |
$26.8K - $30.6K
|
338
$43.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
336+ 1.72% |
$26.6K - $30.4K
|
19.9K
$2.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
326New |
$25.8K - $29.5K
|
326
$42.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
312+ 6.03% |
$24.7K - $28.2K
|
5.48K
$713K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
288+ 0.64% |
$22.8K - $26.1K
|
45.5K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
284New |
$22.5K - $25.7K
|
284
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
278+ 9.26% |
$22K - $25.2K
|
3.28K
$426K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
274New |
$21.7K - $24.8K
|
274
$35.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
268+ 837.5% |
$21.2K - $24.3K
|
300
$39K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
250+ 7.96% |
$19.8K - $22.6K
|
3.39K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
246+ 9.09% |
$19.5K - $22.3K
|
2.95K
$384K
|