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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
922+ 6.56% |
$62K - $74.2K
|
15K
$1.15M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
914+ 0.22% |
$61.4K - $73.5K
|
420K
$32.1M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
910+ 28.39% |
$61.2K - $73.2K
|
4.12K
$315K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
897New |
$60.3K - $72.2K
|
897
$68.7K
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
867+ 23.66% |
$58.3K - $69.8K
|
4.53K
$347K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
838+ 8.84% |
$56.3K - $67.4K
|
10.3K
$790K
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
816+ 11.82% |
$54.8K - $65.6K
|
7.72K
$591K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
759+ 10.35% |
$51K - $61.1K
|
8.1K
$620K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
758+ 13.56% |
$50.9K - $61K
|
6.35K
$486K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
712+ 9.33% |
$47.9K - $57.3K
|
8.34K
$639K
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
702+ 17.62% |
$47.2K - $56.5K
|
4.69K
$359K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
699+ 3.26% |
$47K - $56.2K
|
22.2K
$1.7M
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
685New |
$46K - $55.1K
|
685
$52.5K
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
653+ 20.37% |
$43.9K - $52.5K
|
3.86K
$295K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
646New |
$43.4K - $52K
|
646
$49.5K
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
643+ 13.14% |
$43.2K - $51.7K
|
5.54K
$424K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
638+ 7.29% |
$42.9K - $51.3K
|
9.39K
$719K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
636+ 21.66% |
$42.7K - $51.2K
|
3.57K
$274K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
592+ 10.37% |
$39.8K - $47.6K
|
6.3K
$482K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
573+ 13.24% |
$38.5K - $46.1K
|
4.9K
$375K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
560+ 414.81% |
$37.6K - $45.1K
|
695
$53.2K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
488+ 9.17% |
$32.8K - $39.3K
|
5.81K
$445K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
480New |
$32.3K - $38.6K
|
480
$36.8K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
478+ 3.55% |
$32.1K - $38.5K
|
14K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
460+ 0.92% |
$30.9K - $37K
|
50.4K
$3.86M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
451+ 3.53% |
$30.3K - $36.3K
|
13.2K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
446+ 6.19% |
$30K - $35.9K
|
7.65K
$586K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
414+ 118.97% |
$27.8K - $33.3K
|
762
$58.4K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
413+ 5.41% |
$27.8K - $33.2K
|
8.04K
$616K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
389+ 3.92% |
$26.1K - $31.3K
|
10.3K
$790K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
385New |
$25.9K - $31K
|
385
$29.5K
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
384+ 1.58% |
$25.8K - $30.9K
|
24.7K
$1.89M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
381+ 7.25% |
$25.6K - $30.7K
|
5.63K
$431K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
350+ 10.77% |
$23.5K - $28.2K
|
3.6K
$276K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
331+ 9.21% |
$22.2K - $26.6K
|
3.93K
$301K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
327+ 6.1% |
$22K - $26.3K
|
5.69K
$436K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
327+ 2.13% |
$22K - $26.3K
|
15.7K
$1.2M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
280+ 4.31% |
$18.8K - $22.5K
|
6.77K
$519K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
274+ 6.71% |
$18.4K - $22K
|
4.36K
$334K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
262+ 34.03% |
$17.6K - $21.1K
|
1.03K
$79K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
246+ 2.61% |
$16.5K - $19.8K
|
9.68K
$741K
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
222+ 5.09% |
$14.9K - $17.9K
|
4.58K
$351K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
210+ 1.59% |
$14.1K - $16.9K
|
13.4K
$1.03M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 17.23% |
$13.4K - $16.1K
|
1.36K
$104K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 17.23% |
$13.4K - $16.1K
|
1.36K
$104K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
187New |
$12.6K - $15K
|
187
$14.3K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
177New |
$11.9K - $14.2K
|
177
$13.6K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170+ 680.0% |
$11.4K - $13.7K
|
195
$14.9K
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
163+ 6.29% |
$11K - $13.1K
|
2.75K
$211K
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
158+ 2.24% |
$10.6K - $12.7K
|
7.2K
$552K
|