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 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
367+ 4.75% |
$9.87K - $11.6K
|
8.09K
$282K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
359+ 12.53% |
$9.65K - $11.3K
|
3.22K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
350+ 1.79% |
$9.41K - $11K
|
19.9K
$692K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
343New |
$9.22K - $10.8K
|
343
$11.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
316+ 1.21% |
$8.5K - $9.97K
|
26.5K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
305+ 3.04% |
$8.2K - $9.63K
|
10.3K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
303+ 2.78% |
$8.15K - $9.56K
|
11.2K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
290+ 1.12% |
$7.8K - $9.15K
|
26.1K
$910K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 1.76% |
$7.58K - $8.9K
|
16.3K
$568K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
257New |
$6.91K - $8.11K
|
257
$8.95K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$6.75K - $7.92K
|
251
$8.74K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
228+ 1.76% |
$6.13K - $7.2K
|
13.2K
$459K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
193New |
$5.19K - $6.09K
|
193
$6.72K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
186New |
$5K - $5.87K
|
186
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
183+ 5.76% |
$4.92K - $5.78K
|
3.36K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
182+ 0.65% |
$4.89K - $5.74K
|
28.3K
$984K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
176+ 2.17% |
$4.73K - $5.55K
|
8.29K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
150New |
$4.03K - $4.73K
|
150
$5.22K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 1.77% |
$3.98K - $4.67K
|
8.53K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
128New |
$3.44K - $4.04K
|
128
$4.46K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
117+ 0.95% |
$3.15K - $3.69K
|
12.5K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
99+ 0.81% |
$2.66K - $3.12K
|
12.4K
$430K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
98+ 1.17% |
$2.64K - $3.09K
|
8.49K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
96+ 1.33% |
$2.58K - $3.03K
|
7.33K
$255K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
95New |
$2.55K - $3K
|
95
$3.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
92+ 8.26% |
$2.47K - $2.9K
|
1.21K
$42K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
59New |
$1.59K - $1.86K
|
59
$2.05K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58+ 7.62% |
$1.56K - $1.83K
|
819
$28.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
57+ 0.63% |
$1.53K - $1.8K
|
9.04K
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$1.24K - $1.45K
|
46
$1.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
46New |
$1.24K - $1.45K
|
46
$1.6K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
41+ 5.26% |
$1.1K - $1.29K
|
820
$28.6K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
32+ 0.24% |
$860 - $1.01K
|
13.4K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
32+ 0.24% |
$860 - $1.01K
|
13.4K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
27+ 5.93% |
$726 - $852
|
482
$16.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$726 - $852
|
27
$940
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26New |
$699 - $821
|
26
$905
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
26+ 7.03% |
$699 - $821
|
396
$13.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 15.38% |
$699 - $821
|
195
$6.79K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 23.01% |
$699 - $821
|
139
$4.84K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
22New |
$592 - $694
|
22
$766
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$484 - $568
|
18
$627
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
18+ 0.22% |
$484 - $568
|
8.22K
$286K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
16New |
$430 - $505
|
16
$557
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 0.4% |
$403 - $473
|
3.75K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.17% |
$376 - $442
|
8.26K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.25% |
$269 - $316
|
318
$11.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.58% |
$215 - $252
|
1.38K
$48.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 1.72% |
$188 - $221
|
414
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.88% |
$188 - $221
|
807
$28.1K
|