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 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.21K+ 10.66% |
$194K - $228K
|
74.8K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
7.12KNew |
$191K - $225K
|
7.12K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.03KNew |
$189K - $222K
|
7.03K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
7KNew |
$188K - $221K
|
7K
$242K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
6.83KNew |
$184K - $215K
|
6.83K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.81K+ 49.06% |
$183K - $215K
|
20.7K
$717K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.76KNew |
$182K - $213K
|
6.76K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.7KNew |
$180K - $211K
|
6.7K
$232K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.67KNew |
$179K - $211K
|
6.67K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.67KNew |
$179K - $210K
|
6.67K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.64K+ 37.48% |
$178K - $209K
|
24.3K
$844K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.07K+ 82.33% |
$163K - $191K
|
13.4K
$466K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
6.02K+ 36.79% |
$162K - $190K
|
22.4K
$776K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.94K+ 61.54% |
$160K - $187K
|
15.6K
$540K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.72K+ 26.68% |
$154K - $181K
|
27.2K
$942K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.71K+ 5.38% |
$154K - $180K
|
112K
$3.88M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.61K+ 18.14% |
$151K - $177K
|
36.5K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.57K+ 139.66% |
$150K - $176K
|
9.55K
$331K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.4K+ 12.0% |
$145K - $170K
|
50.4K
$1.75M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.18K+ 5.98% |
$139K - $164K
|
91.8K
$3.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.15K+ 30.49% |
$138K - $162K
|
22K
$763K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.1K+ 150.0% |
$137K - $161K
|
8.51K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.81K+ 45.63% |
$129K - $152K
|
15.3K
$532K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.59K+ 14.06% |
$123K - $145K
|
37.2K
$1.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.57K+ 34.87% |
$123K - $144K
|
17.7K
$613K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4.49KNew |
$121K - $142K
|
4.49K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.48KNew |
$120K - $141K
|
4.48K
$155K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.41K+ 108.92% |
$119K - $139K
|
8.45K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.22K+ 13.46% |
$113K - $133K
|
35.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$109K - $128K
|
4.07K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.8KNew |
$102K - $120K
|
3.8K
$132K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.6K+ 27.15% |
$96.8K - $114K
|
16.9K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.53K+ 30.99% |
$94.8K - $111K
|
14.9K
$516K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 19.87% |
$94.3K - $111K
|
21.2K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3.38K+ 7.5% |
$90.9K - $107K
|
48.5K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.11K+ 71.97% |
$83.6K - $98.1K
|
7.43K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 12.45% |
$80K - $93.9K
|
26.9K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.9KNew |
$78K - $91.5K
|
2.9K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.89K+ 9.35% |
$77.7K - $91.2K
|
33.8K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2.57K+ 5.26% |
$69.2K - $81.2K
|
51.5K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.43K+ 31.34% |
$65.3K - $76.6K
|
10.2K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 5.35% |
$64.3K - $75.4K
|
47K
$1.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 3.62% |
$63.9K - $75K
|
68K
$2.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
2.37K+ 1.67% |
$63.6K - $74.7K
|
144K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.29KNew |
$61.6K - $72.3K
|
2.29K
$79.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
2.23K+ 8.73% |
$60K - $70.5K
|
27.8K
$964K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.23K+ 22.54% |
$59.9K - $70.3K
|
12.1K
$420K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.22KNew |
$59.6K - $69.9K
|
2.22K
$76.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 15.06% |
$54K - $63.4K
|
15.4K
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.98K+ 10.42% |
$53.1K - $62.4K
|
20.9K
$726K
|