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 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-12.7K- 23.48% |
$340K - $399K
|
41.2K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13K- 20.07% |
$350K - $411K
|
51.8K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13K- 20.07% |
$350K - $411K
|
51.8K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-13.5K- 37.51% |
$364K - $427K
|
22.5K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.6K- 39.21% |
$365K - $428K
|
21K
$733K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.6K- 52.86% |
$365K - $429K
|
12.1K
$422K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14K- 18.6% |
$377K - $442K
|
61.3K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15K- 60.53% |
$403K - $474K
|
9.79K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-15.4K- 17.8% |
$415K - $487K
|
71.2K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16.6K- 7.9% |
$445K - $523K
|
193K
$6.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16.6K- 93.23% |
$448K - $525K
|
1.21K
$42.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17K- 11.17% |
$458K - $537K
|
135K
$4.71M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 17.11% |
$459K - $539K
|
82.6K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.1K- 67.41% |
$460K - $540K
|
8.27K
$288K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.8K- 56.09% |
$478K - $561K
|
13.9K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17.9K- 44.35% |
$480K - $564K
|
22.4K
$780K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.5K- 60.27% |
$524K - $615K
|
12.8K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-19.6K- 69.75% |
$526K - $618K
|
8.49K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-19.6K- 18.03% |
$527K - $618K
|
89K
$3.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-20.3K- 73.87% |
$547K - $641K
|
7.19K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.5K- 75.23% |
$552K - $647K
|
6.75K
$235K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21K- 42.55% |
$564K - $662K
|
28.3K
$986K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.4K- 30.68% |
$576K - $676K
|
48.4K
$1.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.9K- 20.81% |
$614K - $721K
|
86.9K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 54.33% |
$705K - $827K
|
22K
$767K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.7K- 1.68% |
$719K - $844K
|
1.57M
$54.6M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27.4KClosed |
$735K - $863K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-28.3K- 92.77% |
$762K - $894K
|
2.21K
$76.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28.9K- 49.61% |
$778K - $913K
|
29.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.3K- 55.14% |
$870K - $1.02M
|
26.3K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-33.4K- 35.61% |
$897K - $1.05M
|
60.3K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34.5K- 56.63% |
$927K - $1.09M
|
26.4K
$919K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-35.1K- 28.05% |
$944K - $1.11M
|
90.1K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-38.8K- 46.83% |
$1.04M - $1.22M
|
44K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.9K- 31.63% |
$1.05M - $1.23M
|
84K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-39.9K- 30.3% |
$1.07M - $1.26M
|
91.8K
$3.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-41.1K- 52.57% |
$1.1M - $1.3M
|
37.1K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 50.29% |
$1.13M - $1.32M
|
41.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42K- 1.46% |
$1.13M - $1.33M
|
2.83M
$98.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 42.57% |
$1.17M - $1.37M
|
58.6K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.6K- 22.07% |
$1.39M - $1.63M
|
182K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55.6K- 40.1% |
$1.5M - $1.76M
|
83.1K
$2.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-59.9K- 81.64% |
$1.61M - $1.89M
|
13.5K
$469K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.6K- 7.61% |
$1.63M - $1.91M
|
735K
$25.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.1K- 32.4% |
$1.64M - $1.93M
|
127K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.3K- 26.07% |
$1.73M - $2.03M
|
182K
$6.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-67.2K- 4.12% |
$1.81M - $2.12M
|
1.56M
$54.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-67.3K- 19.29% |
$1.81M - $2.12M
|
281K
$9.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-67.9K- 81.74% |
$1.83M - $2.14M
|
15.2K
$528K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-70.2K- 5.09% |
$1.89M - $2.21M
|
1.31M
$45.6M
|