Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-11.9K- 4.05% |
$730K - $885K
|
281K
$22.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.4KClosed |
$764K - $925K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-13.1K- 99.73% |
$810K - $981K
|
35
$2.79K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.6K- 40.06% |
$839K - $1.02M
|
20.4K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.8K- 3.29% |
$850K - $1.03M
|
406K
$32.4M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 12.85% |
$872K - $1.06M
|
95.9K
$7.65M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15.1K- 65.94% |
$928K - $1.12M
|
7.78K
$620K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-15.2K- 21.37% |
$937K - $1.13M
|
55.9K
$4.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16.8KClosed |
$1.04M - $1.26M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-18.6KClosed |
$1.15M - $1.39M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22.5K- 12.7% |
$1.39M - $1.68M
|
155K
$12.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.7K- 2.55% |
$1.46M - $1.77M
|
905K
$72.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-34.1K- 43.88% |
$2.1M - $2.54M
|
43.6K
$3.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-42.2KClosed |
$2.6M - $3.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.6K- 11.47% |
$2.69M - $3.26M
|
337K
$26.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51.5K- 18.41% |
$3.17M - $3.84M
|
228K
$18.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-56.6K- 42.34% |
$3.49M - $4.23M
|
77.1K
$6.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-63.1K- 49.84% |
$3.89M - $4.71M
|
63.5K
$5.07M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.6K- 31.76% |
$5.03M - $6.1M
|
175K
$14M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-97.6K- 96.28% |
$6.02M - $7.29M
|
3.77K
$301K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-111K- 4.16% |
$6.84M - $8.29M
|
2.55M
$204M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-154K- 6.28% |
$9.48M - $11.5M
|
2.3M
$183M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-154K- 23.32% |
$9.5M - $11.5M
|
507K
$40.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-170K- 43.08% |
$10.5M - $12.7M
|
225K
$17.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-217K- 10.41% |
$13.4M - $16.2M
|
1.87M
$149M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-298K- 97.8% |
$18.4M - $22.3M
|
6.69K
$533K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-600K- 82.25% |
$37M - $44.8M
|
130K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-664K- 86.92% |
$40.9M - $49.6M
|
99.9K
$7.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-741K- 16.86% |
$45.7M - $55.3M
|
3.66M
$292M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36M- 9.47% |
$83.8M - $102M
|
13M
$1.04B
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.84M- 83.29% |
$175M - $212M
|
569K
$45.4M
|