Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-20Closed |
$1.86K - $2.17K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-22- 0.62% |
$2.05K - $2.39K
|
3.52K
$457K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-24- 1.72% |
$2.24K - $2.6K
|
1.37K
$178K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-27- 11.11% |
$2.51K - $2.93K
|
216
$28.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-28- 0.53% |
$2.61K - $3.04K
|
5.29K
$687K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 0.41% |
$2.79K - $3.25K
|
7.28K
$945K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-39- 0.43% |
$3.63K - $4.23K
|
8.93K
$1.16M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40Closed |
$3.73K - $4.34K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51Closed |
$4.75K - $5.53K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-54- 0.41% |
$5.03K - $5.86K
|
13.2K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-54- 0.23% |
$5.03K - $5.86K
|
23K
$2.98M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 13.09% |
$5.4K - $6.29K
|
385
$50K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-64Closed |
$5.96K - $6.94K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-67- 0.34% |
$6.24K - $7.27K
|
19.4K
$2.52M
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-70- 0.8% |
$6.52K - $7.59K
|
8.67K
$1.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-80Closed |
$7.45K - $8.68K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-87- 0.02% |
$8.1K - $9.43K
|
424K
$55M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-107- 0.92% |
$9.96K - $11.6K
|
11.5K
$1.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-109- 3.54% |
$10.2K - $11.8K
|
2.97K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-114Closed |
$10.6K - $12.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-115Closed |
$10.7K - $12.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-118- 1.99% |
$11K - $12.8K
|
5.82K
$756K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-123- 1.99% |
$11.5K - $13.3K
|
6.07K
$788K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-140- 0.61% |
$13K - $15.2K
|
22.8K
$2.96M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-168- 1.84% |
$15.6K - $18.2K
|
8.94K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-178- 6.92% |
$16.6K - $19.3K
|
2.4K
$311K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-181- 2.11% |
$16.9K - $19.6K
|
8.38K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-184- 0.22% |
$17.1K - $20K
|
83K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187- 24.38% |
$17.4K - $20.3K
|
580
$75.3K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-188- 58.39% |
$17.5K - $20.4K
|
134
$17.4K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-190- 4.06% |
$17.7K - $20.6K
|
4.49K
$583K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-191- 2.05% |
$17.8K - $20.7K
|
9.11K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-202- 4.03% |
$18.8K - $21.9K
|
4.81K
$625K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-212- 1.64% |
$19.7K - $23K
|
12.7K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-225- 1.93% |
$21K - $24.4K
|
11.4K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-248Closed |
$23.1K - $26.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-250Closed |
$23.3K - $27.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-265- 3.68% |
$24.7K - $28.7K
|
6.94K
$902K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-294- 3.76% |
$27.4K - $31.9K
|
7.52K
$976K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-300Closed |
$27.9K - $32.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-300- 12.37% |
$27.9K - $32.5K
|
2.13K
$276K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-307- 5.39% |
$28.6K - $33.3K
|
5.39K
$700K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-308Closed |
$28.7K - $33.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-325- 0.94% |
$30.3K - $35.2K
|
34.3K
$4.45M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-356- 3.12% |
$33.2K - $38.6K
|
11.1K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-365- 14.07% |
$34K - $39.6K
|
2.23K
$290K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-379- 4.88% |
$35.3K - $41.1K
|
7.38K
$959K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-379- 4.88% |
$35.3K - $41.1K
|
7.38K
$959K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-390Closed |
$36.3K - $42.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-442- 18.09% |
$41.2K - $47.9K
|
2K
$260K
|