Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.26M - $1.51M
|
18.8K
$1.44M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 12.65% |
$1.22M - $1.47M
|
162K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.9K+ 80.28% |
$1.21M - $1.44M
|
40.3K
$3.09M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
17.7K+ 11.62% |
$1.19M - $1.42M
|
170K
$13M
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17K+ 15.19% |
$1.14M - $1.37M
|
129K
$9.88M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.8KNew |
$1.13M - $1.35M
|
16.8K
$1.29M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16.5KNew |
$1.11M - $1.33M
|
16.5K
$1.26M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.9K+ 344.47% |
$1.07M - $1.28M
|
20.5K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5K+ 7.09% |
$1.04M - $1.25M
|
234K
$17.9M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15.2K+ 80.63% |
$1.02M - $1.22M
|
34K
$2.6M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.6K+ 27.93% |
$981K - $1.17M
|
66.8K
$5.12M
|
|
May 13, 2022
Q1 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
14.4K+ 35.37% |
$968K - $1.16M
|
55.1K
$4.22M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13.8KNew |
$928K - $1.11M
|
13.8K
$1.06M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
13.7K+ 4.9% |
$918K - $1.1M
|
293K
$22.4M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
13.3K+ 3.47% |
$892K - $1.07M
|
395K
$30.3M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
13.3K+ 1021.82% |
$891K - $1.07M
|
14.6K
$1.11M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.8K+ 56.91% |
$859K - $1.03M
|
35.3K
$2.7M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.4K+ 10.4% |
$832K - $996K
|
131K
$10.1M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.7K+ 43.31% |
$788K - $944K
|
38.8K
$2.97M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 8.09% |
$759K - $909K
|
151K
$11.6M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.1K+ 3.57% |
$746K - $893K
|
322K
$24.7M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$733K - $877K
|
10.9K
$835K
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
10.6K+ 297.88% |
$710K - $850K
|
14.1K
$1.08M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 48.45% |
$696K - $833K
|
31.7K
$2.43M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$695K - $832K
|
10.3K
$792K
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.3K+ 10.91% |
$694K - $831K
|
105K
$8.04M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.17K+ 33.58% |
$616K - $738K
|
36.5K
$2.79M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.16K+ 53.06% |
$616K - $737K
|
26.4K
$2.02M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.11K+ 30.38% |
$612K - $732K
|
39.1K
$2.99M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.04KNew |
$608K - $728K
|
9.04K
$693K
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
8.99K+ 87.1% |
$604K - $723K
|
19.3K
$1.48M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
8.65K+ 405.3% |
$581K - $696K
|
10.8K
$826K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
8.26K+ 17.66% |
$555K - $665K
|
55K
$4.22M
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
8.2K+ 3.36% |
$551K - $660K
|
252K
$19.3M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.14K+ 3553.71% |
$547K - $655K
|
8.37K
$641K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.87K+ 1.57% |
$529K - $633K
|
510K
$39M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 36.2% |
$529K - $633K
|
29.6K
$2.27M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.82KNew |
$525K - $629K
|
7.82K
$599K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.51K+ 5.99% |
$505K - $604K
|
133K
$10.2M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.4K+ 35.52% |
$497K - $595K
|
28.2K
$2.16M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.29KNew |
$490K - $586K
|
7.29K
$558K
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.69K+ 13.64% |
$449K - $538K
|
55.7K
$4.27M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.62K+ 82.94% |
$445K - $533K
|
14.6K
$1.12M
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
6.6K+ 54.52% |
$444K - $531K
|
18.7K
$1.43M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.41K+ 21.08% |
$431K - $516K
|
36.8K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6.39K+ 23.28% |
$429K - $514K
|
33.8K
$2.59M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32KNew |
$425K - $508K
|
6.32K
$484K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.01K+ 6.5% |
$404K - $484K
|
98.4K
$7.54M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 21.91% |
$403K - $482K
|
33.3K
$2.55M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.93KNew |
$398K - $477K
|
5.93K
$454K
|