Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.8M+ 94186.92% |
$717M - $872M
|
12.9M
$981M
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
673KNew |
$37.6M - $45.7M
|
673K
$51.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
510K+ 47.76% |
$28.5M - $34.7M
|
1.58M
$120M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
363K+ 196.6% |
$20.2M - $24.6M
|
547K
$41.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
358KNew |
$20M - $24.3M
|
358K
$27.3M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
310K+ 9175.5% |
$17.3M - $21M
|
313K
$23.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
254K+ 136.12% |
$14.2M - $17.2M
|
440K
$33.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
178K+ 188.18% |
$9.91M - $12.1M
|
272K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
152K+ 4.48% |
$8.49M - $10.3M
|
3.55M
$271M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151K+ 3.01% |
$8.44M - $10.3M
|
5.17M
$395M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
135K+ 2.2% |
$7.56M - $9.2M
|
6.28M
$479M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
104K+ 1145.32% |
$5.83M - $7.1M
|
114K
$8.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
97.5KNew |
$5.44M - $6.63M
|
97.5K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
96.5K+ 4.03% |
$5.39M - $6.56M
|
2.49M
$190M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96K+ 134.65% |
$5.36M - $6.53M
|
167K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
92K+ 25.06% |
$5.14M - $6.25M
|
459K
$35.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
87.5K+ 40.13% |
$4.88M - $5.95M
|
306K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
85.1K+ 122.98% |
$4.75M - $5.79M
|
154K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.2K+ 14.89% |
$4.2M - $5.11M
|
580K
$44.3M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
74.1K+ 471.96% |
$4.13M - $5.03M
|
89.7K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
73.7KNew |
$4.11M - $5.01M
|
73.7K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
68.6K+ 10.27% |
$3.83M - $4.66M
|
736K
$56.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
67K+ 192.43% |
$3.74M - $4.55M
|
102K
$7.77M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
66.3K+ 26.47% |
$3.7M - $4.51M
|
317K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.3K+ 687.0% |
$3.14M - $3.83M
|
64.5K
$4.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
55.3K+ 1.14% |
$3.09M - $3.76M
|
4.89M
$373M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.7K+ 14.44% |
$2.94M - $3.58M
|
418K
$31.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.9K+ 8.0% |
$2.73M - $3.32M
|
660K
$50.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.9K+ 22.81% |
$2.67M - $3.25M
|
258K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
46K+ 5.08% |
$2.57M - $3.13M
|
952K
$72.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
44.3K+ 246.7% |
$2.47M - $3.01M
|
62.2K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8K+ 2.54% |
$2.39M - $2.91M
|
1.73M
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
40.7K+ 12.84% |
$2.27M - $2.76M
|
357K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.9K+ 121.23% |
$2.23M - $2.71M
|
72.8K
$5.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39.4KNew |
$2.2M - $2.68M
|
39.4K
$3M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
35.7KNew |
$1.99M - $2.43M
|
35.7K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.8K+ 86.21% |
$1.95M - $2.37M
|
75.3K
$5.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
32.9K+ 74.34% |
$1.84M - $2.23M
|
77.1K
$5.88M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.6KNew |
$1.66M - $2.01M
|
29.6K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
29.4KNew |
$1.64M - $2M
|
29.4K
$2.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 339.79% |
$1.59M - $1.93M
|
36.8K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.4KNew |
$1.53M - $1.86M
|
27.4K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.4K+ 9.35% |
$1.31M - $1.59M
|
274K
$20.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.6K+ 30.54% |
$1.26M - $1.54M
|
96.6K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.1K+ 186.74% |
$1.18M - $1.43M
|
32.3K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20.8K+ 22.79% |
$1.16M - $1.42M
|
112K
$8.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.6K+ 52.72% |
$1.1M - $1.33M
|
56.9K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
18.3KNew |
$1.02M - $1.24M
|
18.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.3KNew |
$967K - $1.18M
|
17.3K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17K+ 109.39% |
$949K - $1.16M
|
32.5K
$2.48M
|