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 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
618+ 8.35% |
$38.1K - $46.1K
|
8.02K
$640K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
597+ 6.53% |
$36.8K - $44.6K
|
9.74K
$777K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
597+ 1.75% |
$36.8K - $44.6K
|
34.7K
$2.77M
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
594+ 0.24% |
$36.6K - $44.4K
|
250K
$19.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
592+ 7.1% |
$36.5K - $44.2K
|
8.93K
$712K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
590New |
$36.4K - $44.1K
|
590
$47K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
581+ 8.39% |
$35.8K - $43.4K
|
7.5K
$598K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
577+ 18.01% |
$35.6K - $43.1K
|
3.78K
$301K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
572+ 119.17% |
$35.3K - $42.7K
|
1.05K
$83.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
557New |
$34.3K - $41.6K
|
557
$44.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
553+ 1.89% |
$34.1K - $41.3K
|
29.8K
$2.38M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
517+ 7.0% |
$31.9K - $38.6K
|
7.91K
$630K
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
510+ 16.5% |
$31.4K - $38.1K
|
3.6K
$287K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
510+ 13.14% |
$31.4K - $38.1K
|
4.39K
$350K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
505+ 12.46% |
$31.1K - $37.7K
|
4.56K
$363K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
485+ 118.58% |
$29.9K - $36.2K
|
894
$71.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
485+ 8.2% |
$29.9K - $36.2K
|
6.4K
$510K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
451+ 117.14% |
$27.8K - $33.7K
|
836
$66.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
450+ 4.77% |
$27.7K - $33.6K
|
9.88K
$788K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
446New |
$27.5K - $33.3K
|
446
$35.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
431+ 9.23% |
$26.6K - $32.2K
|
5.1K
$407K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
424+ 10.36% |
$26.1K - $31.7K
|
4.52K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
424+ 7.2% |
$26.1K - $31.7K
|
6.31K
$503K
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
411+ 2.55% |
$25.3K - $30.7K
|
16.5K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
402+ 2.58% |
$24.8K - $30K
|
16K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
372+ 5.13% |
$22.9K - $27.8K
|
7.62K
$608K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
366+ 6.39% |
$22.6K - $27.3K
|
6.1K
$486K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
354+ 4.37% |
$21.8K - $26.4K
|
8.45K
$674K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
302+ 5.42% |
$18.6K - $22.6K
|
5.88K
$469K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
299+ 168.93% |
$18.4K - $22.3K
|
476
$38K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
288New |
$17.8K - $21.5K
|
288
$23K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
287+ 0.76% |
$17.7K - $21.4K
|
38K
$3.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 27.33% |
$17.4K - $21.1K
|
1.31K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
279+ 6.3% |
$17.2K - $20.8K
|
4.71K
$375K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
268New |
$16.5K - $20K
|
268
$21.4K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
255+ 2.38% |
$15.7K - $19K
|
11K
$875K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
250+ 4.22% |
$15.4K - $18.7K
|
6.18K
$492K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
249New |
$15.3K - $18.6K
|
249
$19.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
248+ 2.28% |
$15.3K - $18.5K
|
11.1K
$889K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
246+ 0.93% |
$15.2K - $18.4K
|
26.7K
$2.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
242+ 4.29% |
$14.9K - $18.1K
|
5.88K
$469K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
236New |
$14.5K - $17.6K
|
236
$18.8K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
236+ 7.56% |
$14.5K - $17.6K
|
3.36K
$268K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
224+ 4.93% |
$13.8K - $16.7K
|
4.77K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
223New |
$13.7K - $16.7K
|
223
$17.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
199+ 1.93% |
$12.3K - $14.9K
|
10.5K
$838K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
199+ 3.78% |
$12.3K - $14.9K
|
5.46K
$435K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
182+ 10.23% |
$11.2K - $13.6K
|
1.96K
$156K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
172+ 3.66% |
$10.6K - $12.8K
|
4.87K
$388K
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
154+ 1.15% |
$9.49K - $11.5K
|
13.5K
$1.08M
|