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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 1.35% |
$188 - $221
|
527
$18.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.92% |
$53.8 - $63.1
|
106
$3.67K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 2.2% |
$108 - $126
|
178
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7- 7.07% |
$188 - $221
|
92
$3.19K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18- 5.33% |
$484 - $568
|
320
$11.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-32- 0.56% |
$860 - $1.01K
|
5.72K
$198K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-34- 3.17% |
$914 - $1.07K
|
1.04K
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-36- 4.5% |
$968 - $1.14K
|
764
$26.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-43- 11.94% |
$1.16K - $1.36K
|
317
$11K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 8.72% |
$1.21K - $1.42K
|
471
$16.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-55- 0.55% |
$1.48K - $1.74K
|
9.96K
$345K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-124- 62.63% |
$3.33K - $3.91K
|
74
$2.56K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-130- 1.26% |
$3.5K - $4.1K
|
10.2K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-151- 5.17% |
$4.06K - $4.77K
|
2.77K
$96K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-161- 0.98% |
$4.33K - $5.08K
|
16.2K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-207- 38.55% |
$5.57K - $6.53K
|
330
$11.4K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-238- 10.26% |
$6.4K - $7.51K
|
2.08K
$72.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-251- 1.99% |
$6.75K - $7.92K
|
12.4K
$429K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-260- 21.98% |
$6.99K - $8.21K
|
923
$32K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-261- 2.94% |
$7.02K - $8.24K
|
8.6K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-304- 61.17% |
$8.17K - $9.59K
|
193
$6.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-317- 13.51% |
$8.52K - $10K
|
2.03K
$70.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-319- 61.35% |
$8.58K - $10.1K
|
201
$6.97K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-319- 1.04% |
$8.58K - $10.1K
|
30.5K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-397- 45.27% |
$10.7K - $12.5K
|
480
$16.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-407- 2.8% |
$10.9K - $12.8K
|
14.1K
$490K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-419- 4.65% |
$11.3K - $13.2K
|
8.6K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-426- 3.58% |
$11.5K - $13.4K
|
11.5K
$398K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-453- 3.93% |
$12.2K - $14.3K
|
11.1K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-474- 82.58% |
$12.7K - $15K
|
100
$3.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-475- 3.63% |
$12.8K - $15K
|
12.6K
$437K
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-480- 9.6% |
$12.9K - $15.1K
|
4.52K
$157K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-483- 4.24% |
$13K - $15.2K
|
10.9K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-487- 4.02% |
$13.1K - $15.4K
|
11.6K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-545- 1.98% |
$14.7K - $17.2K
|
27K
$936K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-549Closed |
$14.8K - $17.3K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-558- 4.91% |
$15K - $17.6K
|
10.8K
$374K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-662- 4.32% |
$17.8K - $20.9K
|
14.7K
$508K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-684- 4.09% |
$18.4K - $21.6K
|
16K
$555K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-770- 5.75% |
$20.7K - $24.3K
|
12.6K
$438K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-774- 8.33% |
$20.8K - $24.4K
|
8.52K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-850- 9.86% |
$22.9K - $26.8K
|
7.77K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-852- 28.33% |
$22.9K - $26.9K
|
2.16K
$74.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-853- 4.92% |
$22.9K - $26.9K
|
16.5K
$571K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-903- 5.41% |
$24.3K - $28.5K
|
15.8K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-916- 12.24% |
$24.6K - $28.9K
|
6.57K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-997- 10.48% |
$26.8K - $31.5K
|
8.51K
$295K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.01K- 2.34% |
$27.1K - $31.7K
|
41.9K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.03K- 12.97% |
$27.6K - $32.3K
|
6.88K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 7.92% |
$29.1K - $34.1K
|
12.6K
$435K
|