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 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
157+ 9.04% |
$10.6K - $12.6K
|
1.89K
$145K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
156+ 273.68% |
$10.5K - $12.6K
|
213
$16.3K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
149New |
$10K - $12K
|
149
$11.4K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
146+ 3.7% |
$9.81K - $11.7K
|
4.09K
$313K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 1.85% |
$9.68K - $11.6K
|
7.91K
$606K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
141+ 4.3% |
$9.48K - $11.3K
|
3.42K
$262K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
132+ 3.07% |
$8.87K - $10.6K
|
4.43K
$339K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
129+ 2.34% |
$8.67K - $10.4K
|
5.64K
$432K
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
128+ 3.49% |
$8.6K - $10.3K
|
3.79K
$290K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$6.86K - $8.21K
|
102
$7.81K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
96+ 7.83% |
$6.45K - $7.72K
|
1.32K
$101K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
80+ 1.11% |
$5.38K - $6.44K
|
7.32K
$560K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64+ 1.11% |
$4.3K - $5.15K
|
5.85K
$448K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
58+ 0.14% |
$3.9K - $4.67K
|
40.4K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55+ 1.31% |
$3.7K - $4.42K
|
4.25K
$325K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
53+ 26.37% |
$3.56K - $4.26K
|
254
$19.5K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.24% |
$3.16K - $3.78K
|
19.5K
$1.49M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
45+ 4.4% |
$3.02K - $3.62K
|
1.07K
$81.7K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
42+ 0.19% |
$2.82K - $3.38K
|
22.4K
$1.71M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
39+ 0.45% |
$2.62K - $3.14K
|
8.76K
$671K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
38+ 0.88% |
$2.55K - $3.06K
|
4.35K
$333K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
33+ 1.09% |
$2.22K - $2.65K
|
3.07K
$235K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
29+ 3.61% |
$1.95K - $2.33K
|
832
$63.7K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23+ 0.72% |
$1.55K - $1.85K
|
3.2K
$245K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 8.04% |
$1.55K - $1.85K
|
309
$23.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22+ 5.34% |
$1.48K - $1.77K
|
434
$33.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20+ 64.52% |
$1.34K - $1.61K
|
51
$3.91K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
11+ 0.08% |
$739 - $885
|
13.4K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10+ 2.79% |
$672 - $805
|
369
$28.3K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 6.92% |
$605 - $724
|
139
$10.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 0.14% |
$538 - $644
|
5.71K
$437K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.01% |
$403 - $483
|
52.9K
$4.05M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.93% |
$336 - $402
|
545
$41.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$336 - $402
|
4.9K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.14% |
$269 - $322
|
2.83K
$217K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$269 - $322
|
3.03K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3New |
$202 - $241
|
3
$230
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.1% |
$202 - $241
|
2.88K
$220K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.59% |
$134 - $161
|
340
$26K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.05% |
$134 - $161
|
3.87K
$297K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$67.2 - $80.5
|
401
$30.7K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$67.2 - $80.5
|
2.42K
$185K
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$67.2 - $80.5
|
61K
$4.67M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$67.2 - $80.5
|
6.66K
$510K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3- 0.04% |
$202 - $241
|
7.25K
$555K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.74% |
$202 - $241
|
169
$12.9K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4Closed |
$269 - $322
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.55% |
$336 - $402
|
896
$68.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-19- 0.67% |
$1.28K - $1.53K
|
2.8K
$214K
|