Purchases and Sales Made in Q4 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.6K- 0.5% |
$1.93M - $2.26M
|
14.2M
$492M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.5K- 47.39% |
$2M - $2.35M
|
82.6K
$2.86M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.7K- 13.28% |
$2.06M - $2.42M
|
501K
$17.4M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77.3K- 26.21% |
$2.08M - $2.44M
|
218K
$7.55M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-80K- 50.71% |
$2.15M - $2.52M
|
77.7K
$2.69M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-92.7K- 36.36% |
$2.49M - $2.93M
|
162K
$5.63M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-94.3K- 91.63% |
$2.54M - $2.98M
|
8.62K
$299K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-102K- 72.4% |
$2.73M - $3.21M
|
38.8K
$1.34M
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-107K- 36.63% |
$2.88M - $3.38M
|
185K
$6.43M
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-117K- 45.14% |
$3.15M - $3.69M
|
142K
$4.93M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157K- 76.87% |
$4.23M - $4.96M
|
47.3K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-167K- 58.87% |
$4.5M - $5.28M
|
117K
$4.05M
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-177K- 86.25% |
$4.75M - $5.58M
|
28.2K
$977K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-185K- 62.54% |
$4.99M - $5.85M
|
111K
$3.85M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-242K- 11.86% |
$6.5M - $7.62M
|
1.8M
$62.2M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-266K- 14.83% |
$7.14M - $8.38M
|
1.53M
$52.9M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-268K- 22.18% |
$7.19M - $8.44M
|
938K
$32.5M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-323K- 42.7% |
$8.69M - $10.2M
|
434K
$15M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-381K- 20.36% |
$10.2M - $12M
|
1.49M
$51.6M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-391K- 43.27% |
$10.5M - $12.4M
|
513K
$17.8M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-411K- 50.26% |
$11.1M - $13M
|
407K
$14.1M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-545K- 89.09% |
$14.7M - $17.2M
|
66.8K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-558K- 12.03% |
$15M - $17.6M
|
4.08M
$141M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.66M- 39.53% |
$98.5M - $116M
|
5.6M
$194M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.73M- 74.92% |
$235M - $275M
|
2.92M
$101M
|