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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 1.73% |
$6.13K - $7.39K
|
6.46K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
107+ 4.61% |
$5.97K - $7.19K
|
2.43K
$193K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
106+ 1.65% |
$5.91K - $7.12K
|
6.54K
$519K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
104+ 0.93% |
$5.8K - $6.99K
|
11.3K
$896K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$5.69K - $6.85K
|
102
$8.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
77+ 0.4% |
$4.29K - $5.17K
|
19.5K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 3.7% |
$4.01K - $4.84K
|
2.02K
$160K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70+ 28.23% |
$3.9K - $4.7K
|
318
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
66+ 0.84% |
$3.68K - $4.44K
|
7.94K
$631K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
52+ 0.63% |
$2.9K - $3.49K
|
8.34K
$663K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52+ 1.27% |
$2.9K - $3.49K
|
4.15K
$329K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
50+ 0.42% |
$2.79K - $3.36K
|
12K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
46+ 0.64% |
$2.56K - $3.09K
|
7.2K
$572K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43New |
$2.4K - $2.89K
|
43
$3.42K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
38+ 0.41% |
$2.12K - $2.55K
|
9.41K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
31+ 0.39% |
$1.73K - $2.08K
|
8.03K
$638K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
28+ 7.71% |
$1.56K - $1.88K
|
391
$31.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 55.1% |
$1.51K - $1.81K
|
76
$6.04K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 0.43% |
$1.17K - $1.41K
|
4.92K
$391K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 6.75% |
$1.17K - $1.41K
|
332
$26.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
19+ 0.09% |
$1.06K - $1.28K
|
21.6K
$1.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$1.06K - $1.28K
|
4.17K
$331K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 20.69% |
$1K - $1.21K
|
105
$8.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11+ 44.0% |
$613 - $739
|
36
$2.86K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$390 - $470
|
4.49K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
7+ 0.13% |
$390 - $470
|
5.37K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.09% |
$279 - $336
|
5.54K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 3.27% |
$279 - $336
|
158
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.48% |
$167 - $202
|
630
$50K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 2.94% |
$112 - $134
|
70
$5.56K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$112 - $134
|
20.5K
$1.63M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$223 - $269
|
5.82K
$462K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 0.56% |
$390 - $470
|
1.25K
$99.1K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9- 0.19% |
$502 - $605
|
4.76K
$378K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10- 90.91% |
$558 - $672
|
1
$79.4
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-10- 0.28% |
$558 - $672
|
3.55K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.57% |
$669 - $806
|
750
$59.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-15- 11.63% |
$836 - $1.01K
|
114
$9.06K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$1K - $1.21K
|
15.5K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-27- 0.13% |
$1.51K - $1.81K
|
21.3K
$1.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 1.13% |
$1.78K - $2.15K
|
2.81K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-34- 3.33% |
$1.9K - $2.28K
|
988
$78.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-61- 1.61% |
$3.4K - $4.1K
|
3.72K
$295K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-63- 0.89% |
$3.51K - $4.23K
|
7.02K
$557K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-63- 2.85% |
$3.51K - $4.23K
|
2.14K
$170K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-64- 1.23% |
$3.57K - $4.3K
|
5.15K
$409K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 1.27% |
$3.57K - $4.3K
|
4.97K
$395K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-86- 0.8% |
$4.79K - $5.78K
|
10.7K
$850K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-92- 0.97% |
$5.13K - $6.18K
|
9.43K
$749K
|