Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 22.47% |
$93.5K - $113K
|
9.14K
$726K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 2.86% |
$90.4K - $109K
|
58.4K
$4.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.56K+ 8.02% |
$87.1K - $105K
|
21K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 4.9% |
$85.2K - $103K
|
32.7K
$2.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.51K+ 4.28% |
$84.2K - $102K
|
36.8K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
1.48K+ 41.54% |
$82.3K - $99.3K
|
5.03K
$400K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 12.11% |
$81.2K - $97.8K
|
13.5K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.45K+ 6.66% |
$80.6K - $97.2K
|
23.2K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.4K+ 0.97% |
$78.1K - $94.1K
|
146K
$11.6M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.4K+ 30.88% |
$77.8K - $93.7K
|
5.91K
$470K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1.38K+ 30.86% |
$77.1K - $92.9K
|
5.87K
$466K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.38K+ 4.78% |
$76.8K - $92.6K
|
30.2K
$2.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.35K+ 21.86% |
$75.3K - $90.7K
|
7.53K
$598K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.33K+ 8.07% |
$74.3K - $89.5K
|
17.8K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.3K+ 24.31% |
$72.2K - $87K
|
6.62K
$526K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.28K+ 17.07% |
$71.3K - $85.9K
|
8.77K
$697K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.23K+ 33.11% |
$68.7K - $82.9K
|
4.96K
$394K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.2K+ 3.0% |
$66.7K - $80.4K
|
41K
$3.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.19K+ 13.27% |
$66.1K - $79.6K
|
10.1K
$804K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.14K+ 3.18% |
$63.6K - $76.6K
|
37K
$2.94M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 36.77% |
$56K - $67.5K
|
3.74K
$297K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 1.09% |
$56K - $67.5K
|
92.7K
$7.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1K+ 27.2% |
$55.8K - $67.2K
|
4.68K
$371K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
933+ 21.54% |
$52K - $62.7K
|
5.26K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
929+ 11.58% |
$51.8K - $62.4K
|
8.95K
$711K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
900+ 6.32% |
$50.2K - $60.5K
|
15.1K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
866+ 4.26% |
$48.3K - $58.2K
|
21.2K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
847+ 3.23% |
$47.2K - $56.9K
|
27.1K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
810+ 178.41% |
$45.2K - $54.4K
|
1.26K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
796+ 16.82% |
$44.4K - $53.5K
|
5.53K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
747+ 5.18% |
$41.6K - $50.2K
|
15.2K
$1.21M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
744+ 8.05% |
$41.5K - $50K
|
9.99K
$793K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
744+ 8.05% |
$41.5K - $50K
|
9.99K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
711New |
$39.6K - $47.8K
|
711
$56.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
687+ 12.08% |
$38.3K - $46.2K
|
6.38K
$506K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
682New |
$38K - $45.8K
|
682
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
667+ 2.26% |
$37.2K - $44.8K
|
30.1K
$2.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
664+ 11.36% |
$37K - $44.6K
|
6.51K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
650+ 14.26% |
$36.2K - $43.7K
|
5.21K
$414K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
643+ 16.0% |
$35.8K - $43.2K
|
4.66K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
629+ 14.95% |
$35.1K - $42.3K
|
4.84K
$384K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
618+ 4.24% |
$34.5K - $41.5K
|
15.2K
$1.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
615+ 5.63% |
$34.3K - $41.3K
|
11.5K
$916K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
606+ 9.7% |
$33.8K - $40.7K
|
6.85K
$544K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
602+ 4.13% |
$33.6K - $40.5K
|
15.2K
$1.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
550+ 6.92% |
$30.7K - $37K
|
8.5K
$675K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
517New |
$28.8K - $34.7K
|
517
$41.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
486+ 1.58% |
$27.1K - $32.7K
|
31.3K
$2.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
469+ 5.03% |
$26.1K - $31.5K
|
9.8K
$778K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
459+ 6.19% |
$25.6K - $30.8K
|
7.88K
$626K
|