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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 15.75% |
$1.12K - $1.36K
|
107
$8.21K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-21- 0.3% |
$1.17K - $1.43K
|
7K
$537K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 1.48% |
$1.4K - $1.7K
|
1.67K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 3.6% |
$1.51K - $1.83K
|
723
$55.5K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-28- 7.16% |
$1.56K - $1.9K
|
363
$27.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-41- 0.63% |
$2.29K - $2.79K
|
6.5K
$499K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 0.13% |
$2.29K - $2.79K
|
31.8K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-42- 0.35% |
$2.34K - $2.85K
|
12.1K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 2.39% |
$3.24K - $3.94K
|
2.37K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-62- 36.69% |
$3.46K - $4.21K
|
107
$8.21K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-72- 1.37% |
$4.02K - $4.89K
|
5.17K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-76Closed |
$4.24K - $5.16K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 1.66% |
$4.35K - $5.3K
|
4.63K
$355K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-86- 2.05% |
$4.8K - $5.84K
|
4.12K
$316K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-94- 1.06% |
$5.25K - $6.39K
|
8.74K
$671K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-95- 0.36% |
$5.3K - $6.46K
|
26.3K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-97- 1.8% |
$5.42K - $6.59K
|
5.3K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-107- 17.31% |
$5.97K - $7.27K
|
511
$39.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-118- 0.15% |
$6.59K - $8.02K
|
78K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-155- 2.63% |
$8.65K - $10.5K
|
5.75K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-160- 4.44% |
$8.93K - $10.9K
|
3.44K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-166- 3.18% |
$9.27K - $11.3K
|
5.05K
$388K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-175- 4.13% |
$9.77K - $11.9K
|
4.06K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-179- 3.79% |
$9.99K - $12.2K
|
4.55K
$349K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-186- 5.87% |
$10.4K - $12.6K
|
2.98K
$229K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-186- 58.49% |
$10.4K - $12.6K
|
132
$10.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-190- 4.17% |
$10.6K - $12.9K
|
4.37K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-219- 0.13% |
$12.2K - $14.9K
|
166K
$12.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-219- 2.45% |
$12.2K - $14.9K
|
8.73K
$670K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-229- 2.15% |
$12.8K - $15.6K
|
10.4K
$798K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-239- 10.09% |
$13.3K - $16.2K
|
2.13K
$163K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-250- 7.04% |
$14K - $17K
|
3.3K
$253K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-260- 2.37% |
$14.5K - $17.7K
|
10.7K
$822K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-279- 5.62% |
$15.6K - $19K
|
4.69K
$360K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-289- 24.68% |
$16.1K - $19.6K
|
882
$67.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-301- 6.52% |
$16.8K - $20.5K
|
4.32K
$331K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-305- 5.88% |
$17K - $20.7K
|
4.88K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-308- 2.86% |
$17.2K - $20.9K
|
10.5K
$803K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-309- 3.13% |
$17.3K - $21K
|
9.57K
$734K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-309- 1.04% |
$17.3K - $21K
|
29.3K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-325- 5.39% |
$18.1K - $22.1K
|
5.71K
$438K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-341- 6.25% |
$19K - $23.2K
|
5.12K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-350- 9.72% |
$19.5K - $23.8K
|
3.25K
$249K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-390- 7.03% |
$21.8K - $26.5K
|
5.15K
$395K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-396- 1.08% |
$22.1K - $26.9K
|
36.4K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-404- 3.03% |
$22.6K - $27.5K
|
12.9K
$991K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-425- 26.95% |
$23.7K - $28.9K
|
1.15K
$88.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-470- 7.24% |
$26.2K - $31.9K
|
6.02K
$462K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-480- 7.14% |
$26.8K - $32.6K
|
6.24K
$479K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-488- 2.39% |
$27.2K - $33.2K
|
20K
$1.53M
|