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 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.9K+ 3.6% |
$51.2K - $60.1K
|
54.7K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 6.22% |
$49.8K - $58.4K
|
31.6K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.82K+ 29.48% |
$49K - $57.5K
|
8K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.77K+ 22.33% |
$47.7K - $56K
|
9.71K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.76K+ 20.82% |
$47.4K - $55.6K
|
10.2K
$354K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 2.62% |
$47K - $55.2K
|
68.5K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.69K+ 15.0% |
$45.4K - $53.3K
|
12.9K
$449K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.68K+ 5.25% |
$45.1K - $53K
|
33.7K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.65K+ 5.67% |
$44.5K - $52.2K
|
30.8K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.65K+ 3.34% |
$44.3K - $52K
|
51K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.48K+ 2.29% |
$39.8K - $46.7K
|
66.2K
$2.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.48K+ 16.92% |
$39.8K - $46.7K
|
10.2K
$354K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.28K+ 12.9% |
$34.5K - $40.5K
|
11.2K
$389K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 15.38% |
$33.3K - $39.1K
|
9.3K
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 11.59% |
$32.3K - $37.9K
|
11.6K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.17KNew |
$31.5K - $37K
|
1.17K
$40.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.15K+ 6.89% |
$30.8K - $36.1K
|
17.8K
$615K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11KNew |
$29.8K - $35K
|
1.11K
$38.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.08KNew |
$29.1K - $34.2K
|
1.08K
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.07KNew |
$28.8K - $33.8K
|
1.07K
$37.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.03KNew |
$27.6K - $32.3K
|
1.03K
$35.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.02KNew |
$27.3K - $32K
|
1.02K
$35.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 3.86% |
$27.1K - $31.8K
|
27.1K
$940K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.01KNew |
$27.1K - $31.8K
|
1.01K
$34.9K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$26.9K - $31.6K
|
1K
$34.7K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
956+ 5.41% |
$25.7K - $30.2K
|
18.6K
$645K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
924+ 0.79% |
$24.8K - $29.2K
|
118K
$4.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
880+ 7.83% |
$23.7K - $27.8K
|
12.1K
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
872+ 17.79% |
$23.4K - $27.5K
|
5.78K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
834+ 0.52% |
$22.4K - $26.3K
|
161K
$5.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
831+ 15.0% |
$22.3K - $26.2K
|
6.37K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
809+ 33.37% |
$21.8K - $25.5K
|
3.23K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
754+ 4.95% |
$20.3K - $23.8K
|
16K
$554K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
717+ 61.49% |
$19.3K - $22.6K
|
1.88K
$65.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
668New |
$18K - $21.1K
|
668
$23.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
653+ 5.46% |
$17.6K - $20.6K
|
12.6K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
595+ 5.19% |
$16K - $18.8K
|
12.1K
$418K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
576New |
$15.5K - $18.2K
|
576
$20K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
574+ 7.31% |
$15.4K - $18.1K
|
8.43K
$292K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
567+ 4.25% |
$15.2K - $17.9K
|
13.9K
$482K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
566New |
$15.2K - $17.9K
|
566
$19.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
566+ 4.34% |
$15.2K - $17.9K
|
13.6K
$472K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
564+ 1.53% |
$15.2K - $17.8K
|
37.4K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
530+ 1.0% |
$14.3K - $16.7K
|
53.5K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
491+ 8.82% |
$13.2K - $15.5K
|
6.06K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
452+ 6.04% |
$12.2K - $14.3K
|
7.93K
$275K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
451New |
$12.1K - $14.2K
|
451
$15.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
432+ 5.2% |
$11.6K - $13.6K
|
8.74K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
409+ 1.94% |
$11K - $12.9K
|
21.5K
$744K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
368+ 1.83% |
$9.9K - $11.6K
|
20.5K
$709K
|