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
|
M&T Bank Corp
|
SELL
|
- |
-4.58K- 0.79% |
$123K - $144K
|
571K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.6K- 1.32% |
$124K - $145K
|
344K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.94K- 80.94% |
$133K - $156K
|
1.16K
$40.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.11K- 24.62% |
$137K - $161K
|
15.6K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.2K- 0.72% |
$140K - $164K
|
716K
$24.8M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.64K- 19.83% |
$152K - $178K
|
22.8K
$791K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.67K- 12.86% |
$152K - $179K
|
38.4K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5.67K- 24.03% |
$153K - $179K
|
17.9K
$622K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 18.77% |
$158K - $185K
|
25.4K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.02K- 72.11% |
$162K - $190K
|
2.33K
$80.8K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.3K- 68.65% |
$169K - $199K
|
2.88K
$99.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.3K- 68.65% |
$169K - $199K
|
2.88K
$99.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.37K- 18.9% |
$171K - $201K
|
27.3K
$947K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.5K- 36.94% |
$175K - $205K
|
11.1K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.94K- 49.48% |
$187K - $219K
|
7.08K
$245K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.12K- 48.71% |
$191K - $225K
|
7.5K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.34K- 7.63% |
$197K - $232K
|
88.9K
$3.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.37K- 26.81% |
$198K - $232K
|
20.1K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7.54K- 87.9% |
$203K - $238K
|
1.04K
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.59K- 10.03% |
$204K - $240K
|
68.1K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.67K- 62.12% |
$206K - $242K
|
4.68K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.82K- 9.52% |
$210K - $247K
|
74.3K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.03K- 50.45% |
$216K - $253K
|
7.89K
$273K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.19K- 23.45% |
$220K - $259K
|
26.7K
$927K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.19K- 29.22% |
$220K - $259K
|
19.9K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.22K- 10.46% |
$221K - $259K
|
70.4K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-8.29K- 24.38% |
$223K - $261K
|
25.7K
$891K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.65K- 33.86% |
$233K - $273K
|
16.9K
$586K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.68K- 5.53% |
$233K - $274K
|
148K
$5.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.7K- 13.39% |
$234K - $275K
|
56.2K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-8.79K- 20.81% |
$236K - $277K
|
33.4K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.3K- 5.68% |
$250K - $293K
|
155K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.32K- 25.95% |
$251K - $294K
|
26.6K
$922K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.35K- 2.7% |
$251K - $295K
|
336K
$11.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.4K- 13.57% |
$253K - $297K
|
59.9K
$2.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9.77K- 99.53% |
$263K - $308K
|
46
$1.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.97K- 19.27% |
$268K - $315K
|
41.8K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.1K- 55.68% |
$272K - $319K
|
8.04K
$279K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.2K- 26.66% |
$273K - $321K
|
28K
$970K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.8K- 53.65% |
$290K - $340K
|
9.31K
$323K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 27.03% |
$290K - $340K
|
29.1K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.2K- 32.98% |
$302K - $354K
|
22.8K
$791K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-11.4K- 7.7% |
$307K - $360K
|
137K
$4.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 49.38% |
$314K - $369K
|
12K
$415K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 31.18% |
$314K - $369K
|
25.8K
$894K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-11.7K- 19.96% |
$315K - $370K
|
47K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-11.7K- 73.56% |
$316K - $370K
|
4.22K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11.9K- 40.3% |
$319K - $374K
|
17.6K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12.2K- 32.79% |
$328K - $385K
|
25K
$866K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-12.6K- 4.24% |
$340K - $399K
|
285K
$9.88M
|