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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.1K- 6.68% |
$29.7K - $34.8K
|
15.4K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.11K- 13.49% |
$29.9K - $35.1K
|
7.14K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.15K- 6.07% |
$30.9K - $36.3K
|
17.8K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.18K- 5.29% |
$31.6K - $37.1K
|
21.1K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.18K- 12.19% |
$31.8K - $37.3K
|
8.52K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 13.24% |
$32K - $37.6K
|
7.8K
$270K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 42.08% |
$32.4K - $38K
|
1.66K
$57.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-1.21K- 5.57% |
$32.6K - $38.3K
|
20.6K
$712K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24K- 4.97% |
$33.3K - $39.1K
|
23.7K
$821K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.26K- 7.17% |
$33.9K - $39.8K
|
16.3K
$566K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 16.98% |
$38.5K - $45.2K
|
7K
$243K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-1.45K- 10.42% |
$39K - $45.7K
|
12.5K
$432K
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.51K- 17.4% |
$40.6K - $47.6K
|
7.16K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.56K- 0.82% |
$41.8K - $49.1K
|
187K
$6.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.59K- 16.98% |
$42.7K - $50.1K
|
7.76K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.61K- 55.04% |
$43.3K - $50.9K
|
1.32K
$45.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63K- 6.72% |
$43.7K - $51.3K
|
22.6K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.92K- 14.65% |
$51.7K - $60.7K
|
11.2K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-2.08K- 12.93% |
$56K - $65.7K
|
14K
$486K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 9.91% |
$61.2K - $71.8K
|
20.7K
$717K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.29K- 13.68% |
$61.5K - $72.2K
|
14.4K
$500K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.29K- 6.84% |
$61.6K - $72.3K
|
31.2K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.42K- 16.47% |
$65.1K - $76.4K
|
12.3K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.44K- 73.58% |
$65.7K - $77.1K
|
877
$30.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.5K- 7.38% |
$67.1K - $78.7K
|
31.3K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.55K- 7.03% |
$68.5K - $80.4K
|
33.6K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.55K- 3.67% |
$68.6K - $80.5K
|
66.9K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.58K- 81.99% |
$69.4K - $81.5K
|
567
$19.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.66K- 50.88% |
$71.4K - $83.9K
|
2.57K
$88.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.71K- 18.29% |
$73K - $85.6K
|
12.1K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.74K- 26.32% |
$73.7K - $86.4K
|
7.67K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.82K- 16.63% |
$75.7K - $88.8K
|
14.1K
$489K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-2.86K- 12.02% |
$76.8K - $90.1K
|
20.9K
$724K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.09K- 8.42% |
$83.2K - $97.6K
|
33.6K
$1.17M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.18K- 28.69% |
$85.4K - $100K
|
7.89K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.18K- 28.69% |
$85.4K - $100K
|
7.89K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.21K- 18.74% |
$86.3K - $101K
|
13.9K
$482K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.22K- 13.83% |
$86.5K - $102K
|
20K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-3.24K- 23.42% |
$87.2K - $102K
|
10.6K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.29K- 0.16% |
$88.4K - $104K
|
2.07M
$71.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.29K- 0.16% |
$88.4K - $104K
|
2.07M
$71.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.37K- 42.22% |
$90.5K - $106K
|
4.61K
$160K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.37K- 89.06% |
$90.6K - $106K
|
414
$14.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 84.14% |
$94.1K - $110K
|
660
$22.9K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.51K- 5.32% |
$94.4K - $111K
|
62.5K
$2.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-3.58K- 13.96% |
$96.3K - $113K
|
22.1K
$765K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-4.27K- 17.28% |
$115K - $135K
|
20.4K
$708K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.38K- 59.09% |
$118K - $138K
|
3.03K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.42K- 37.87% |
$119K - $139K
|
7.25K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.57K- 31.52% |
$123K - $144K
|
9.93K
$344K
|