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
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 25.0% |
$79.2 - $90.5
|
5
$650
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$79.2 - $90.5
|
952
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-12- 0.87% |
$951 - $1.09K
|
1.36K
$177K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-18- 0.22% |
$1.43K - $1.63K
|
8.14K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 0.6% |
$1.58K - $1.81K
|
3.32K
$431K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 2.5% |
$1.74K - $1.99K
|
858
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-30- 0.58% |
$2.38K - $2.72K
|
5.13K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-35- 4.84% |
$2.77K - $3.17K
|
688
$89.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-35- 1.1% |
$2.77K - $3.17K
|
3.16K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-36- 0.91% |
$2.85K - $3.26K
|
3.91K
$508K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-40- 1.25% |
$3.17K - $3.62K
|
3.17K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-49- 1.93% |
$3.88K - $4.44K
|
2.49K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-57- 1.51% |
$4.52K - $5.16K
|
3.72K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-58- 1.93% |
$4.59K - $5.25K
|
2.95K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-66- 14.38% |
$5.23K - $5.97K
|
393
$51.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-83- 3.13% |
$6.58K - $7.51K
|
2.57K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-86- 1.94% |
$6.81K - $7.79K
|
4.34K
$564K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-88- 19.3% |
$6.97K - $7.97K
|
368
$47.8K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-97- 16.52% |
$7.68K - $8.78K
|
490
$63.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-100- 0.46% |
$7.92K - $9.05K
|
21.8K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 10.12% |
$8.32K - $9.51K
|
933
$121K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-138- 3.96% |
$10.9K - $12.5K
|
3.35K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-150- 0.15% |
$11.9K - $13.6K
|
100K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-154- 2.85% |
$12.2K - $13.9K
|
5.26K
$683K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-161- 3.41% |
$12.8K - $14.6K
|
4.56K
$593K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-164- 6.27% |
$13K - $14.8K
|
2.45K
$319K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-165- 4.2% |
$13.1K - $14.9K
|
3.77K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-175- 4.79% |
$13.9K - $15.8K
|
3.48K
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-176- 0.22% |
$13.9K - $15.9K
|
80.1K
$10.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-205- 4.9% |
$16.2K - $18.6K
|
3.98K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-214- 0.54% |
$17K - $19.4K
|
39.5K
$5.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-230- 3.75% |
$18.2K - $20.8K
|
5.91K
$768K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-231- 4.66% |
$18.3K - $20.9K
|
4.72K
$614K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-256- 5.19% |
$20.3K - $23.2K
|
4.67K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-308- 0.4% |
$24.4K - $27.9K
|
77.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-327- 2.81% |
$25.9K - $29.6K
|
11.3K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-335- 11.82% |
$26.5K - $30.3K
|
2.5K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-337- 11.56% |
$26.7K - $30.5K
|
2.58K
$335K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-341- 2.57% |
$27K - $30.9K
|
12.9K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-348- 3.84% |
$27.6K - $31.5K
|
8.71K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-374- 1.43% |
$29.6K - $33.9K
|
25.7K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-382- 36.87% |
$30.3K - $34.6K
|
654
$85K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-385- 11.06% |
$30.5K - $34.9K
|
3.1K
$403K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-388- 5.22% |
$30.7K - $35.1K
|
7.04K
$915K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-389- 8.29% |
$30.8K - $35.2K
|
4.3K
$559K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-401- 5.03% |
$31.8K - $36.3K
|
7.56K
$983K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-402- 30.88% |
$31.8K - $36.4K
|
900
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-435- 9.8% |
$34.5K - $39.4K
|
4.01K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-441- 25.4% |
$34.9K - $39.9K
|
1.3K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-442- 2.82% |
$35K - $40K
|
15.2K
$1.98M
|