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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 7.94% |
$308 - $373
|
68
$5.42K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.56% |
$308 - $373
|
901
$71.8K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$123 - $149
|
2
$159
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.01% |
$123 - $149
|
14.4K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.65% |
$123 - $149
|
311
$24.8K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 1.96% |
$61.6 - $74.7
|
52
$4.15K
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1+ 6.25% |
$61.6 - $74.7
|
17
$1.36K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- -0.0% |
$123 - $149
|
40.4K
$3.22M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4- 0.92% |
$247 - $299
|
430
$34.3K
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6- 1.63% |
$370 - $448
|
363
$28.9K
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$431 - $523
|
15.6K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.18% |
$616 - $747
|
5.54K
$442K
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-17- 1.74% |
$1.05K - $1.27K
|
959
$76.5K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17- 0.46% |
$1.05K - $1.27K
|
3.7K
$295K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-18- 0.38% |
$1.11K - $1.34K
|
4.66K
$371K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.15% |
$1.23K - $1.49K
|
13.2K
$1.05M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 0.21% |
$1.6K - $1.94K
|
12.2K
$971K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-28- 1.25% |
$1.73K - $2.09K
|
2.21K
$176K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-42- 0.08% |
$2.59K - $3.14K
|
52.9K
$4.22M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-47- 1.71% |
$2.9K - $3.51K
|
2.71K
$216K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.42% |
$3.08K - $3.73K
|
11.9K
$948K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.95% |
$3.08K - $3.73K
|
5.23K
$417K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56- 0.6% |
$3.45K - $4.18K
|
9.33K
$744K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-61- 1.87% |
$3.76K - $4.55K
|
3.2K
$255K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-67- 2.81% |
$4.13K - $5K
|
2.32K
$185K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-74- 1.81% |
$4.56K - $5.53K
|
4.02K
$321K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 0.72% |
$6.16K - $7.47K
|
13.7K
$1.1M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102Closed |
$6.29K - $7.62K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-131- 1.06% |
$8.07K - $9.78K
|
12.2K
$972K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149Closed |
$9.18K - $11.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-162- 2.95% |
$9.99K - $12.1K
|
5.33K
$425K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-170- 87.18% |
$10.5K - $12.7K
|
25
$1.99K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-181- 0.61% |
$11.2K - $13.5K
|
29.6K
$2.36M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-187Closed |
$11.5K - $14K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-204- 2.61% |
$12.6K - $15.2K
|
7.61K
$607K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-214Closed |
$13.2K - $16K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-228- 1.43% |
$14.1K - $17K
|
15.8K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-230- 33.58% |
$14.2K - $17.2K
|
455
$36.3K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-233Closed |
$14.4K - $17.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-234- 1.58% |
$14.4K - $17.5K
|
14.6K
$1.16M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-243- 6.13% |
$15K - $18.1K
|
3.72K
$297K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-260- 5.97% |
$16K - $19.4K
|
4.1K
$326K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-262- 3.22% |
$16.1K - $19.6K
|
7.88K
$628K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-300- 22.69% |
$18.5K - $22.4K
|
1.02K
$81.5K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-316- 12.66% |
$19.5K - $23.6K
|
2.18K
$174K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-323- 7.85% |
$19.9K - $24.1K
|
3.79K
$302K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-339- 40.75% |
$20.9K - $25.3K
|
493
$39.3K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-344- 4.63% |
$21.2K - $25.7K
|
7.08K
$564K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-360- 17.47% |
$22.2K - $26.9K
|
1.7K
$136K
|