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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
664+ 0.59% |
$37.1K - $45.1K
|
114K
$8.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
630+ 12.04% |
$35.2K - $42.8K
|
5.86K
$450K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
625+ 5.42% |
$34.9K - $42.5K
|
12.2K
$933K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
575+ 8.91% |
$32.1K - $39.1K
|
7.03K
$539K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
568+ 9.03% |
$31.7K - $38.6K
|
6.86K
$526K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
560+ 1.51% |
$31.3K - $38.1K
|
37.5K
$2.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
554+ 4.26% |
$30.9K - $37.6K
|
13.6K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
535+ 9.21% |
$29.9K - $36.4K
|
6.34K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
528+ 3.53% |
$29.5K - $35.9K
|
15.5K
$1.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
504+ 3.24% |
$28.1K - $34.3K
|
16.1K
$1.23M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$36.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
479+ 7.36% |
$26.7K - $32.6K
|
6.99K
$536K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
479New |
$26.7K - $32.6K
|
479
$36.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
470+ 1.94% |
$26.2K - $31.9K
|
24.7K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
449+ 6.52% |
$25.1K - $30.5K
|
7.33K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
439+ 5.53% |
$24.5K - $29.8K
|
8.38K
$643K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
435+ 0.67% |
$24.3K - $29.6K
|
65K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
410+ 7.42% |
$22.9K - $27.9K
|
5.94K
$456K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
405+ 4.39% |
$22.6K - $27.5K
|
9.63K
$739K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
405+ 0.74% |
$22.6K - $27.5K
|
55K
$4.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
403New |
$22.5K - $27.4K
|
403
$30.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
390New |
$21.8K - $26.5K
|
390
$29.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
369+ 5.05% |
$20.6K - $25.1K
|
7.68K
$589K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
365+ 2.12% |
$20.4K - $24.8K
|
17.6K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
360New |
$20.1K - $24.5K
|
360
$27.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
336+ 3.28% |
$18.8K - $22.8K
|
10.6K
$811K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
328+ 9.1% |
$18.3K - $22.3K
|
3.93K
$302K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
327+ 5.73% |
$18.3K - $22.2K
|
6.03K
$463K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
310+ 7.48% |
$17.3K - $21.1K
|
4.46K
$342K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
305+ 4.78% |
$17K - $20.7K
|
6.68K
$513K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
299+ 4.36% |
$16.7K - $20.3K
|
7.15K
$549K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
290+ 0.81% |
$16.2K - $19.7K
|
36.1K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
288+ 2.67% |
$16.1K - $19.6K
|
11.1K
$850K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
279+ 4.6% |
$15.6K - $19K
|
6.35K
$487K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
261New |
$14.6K - $17.7K
|
261
$20K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
248+ 0.57% |
$13.8K - $16.9K
|
44.1K
$3.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
245+ 1.07% |
$13.7K - $16.7K
|
23.1K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230+ 377.05% |
$12.8K - $15.6K
|
291
$22.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
219New |
$12.2K - $14.9K
|
219
$16.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
217+ 1.5% |
$12.1K - $14.7K
|
14.6K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
215New |
$12K - $14.6K
|
215
$16.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
188+ 4.82% |
$10.5K - $12.8K
|
4.09K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
185+ 5.11% |
$10.3K - $12.6K
|
3.8K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
170+ 3.77% |
$9.49K - $11.6K
|
4.68K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
169+ 4.63% |
$9.44K - $11.5K
|
3.82K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
157+ 4.2% |
$8.77K - $10.7K
|
3.9K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
156+ 3.74% |
$8.71K - $10.6K
|
4.33K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
151+ 1.49% |
$8.43K - $10.3K
|
10.3K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
149+ 11.94% |
$8.32K - $10.1K
|
1.4K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
133+ 2.44% |
$7.43K - $9.04K
|
5.59K
$429K
|