Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-2.53K
- 35.3%
$235K - $274K
4.63K $601K
Apr 18, 2022 Q1 2022
Consilium Wealth Advisory, LLC

SELL
 -
-2.53K
Closed
$236K - $275K
0 $0
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.6K
- 6.17%
$242K - $282K
39.5K $5.13M
May 03, 2022 Q1 2022
Ifrah Financial Services, Inc.

SELL
 -
-2.62K
- 50.13%
$244K - $284K
2.61K $338K
May 05, 2022 Q1 2022
Capital Advisors Inc

SELL
 -
-2.71K
Closed
$252K - $294K
0 $0
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-2.72K
Closed
$253K - $295K
0 $0
Apr 22, 2022 Q1 2022
Montecito Bank & Trust

SELL
 -
-2.8K
- 4.78%
$260K - $303K
55.7K $7.23M
May 11, 2022 Q1 2022
M. Kulyk & Associates, LLC

SELL
 -
-2.94K
Closed
$274K - $319K
0 $0
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

SELL
 -
-2.96K
- 2.69%
$276K - $321K
107K $13.9M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

SELL
 -
-3K
Closed
$279K - $325K
0 $0
May 09, 2022 Q1 2022
Waypoint Wealth Partners Inc.

SELL
 -
-3.21K
- 4.8%
$299K - $348K
63.6K $8.26M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-3.24K
Closed
$301K - $351K
0 $0
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-3.29K
- 18.94%
$306K - $357K
14.1K $1.83M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.35K
- 8.54%
$312K - $363K
35.8K $4.65M
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-3.5K
- 42.68%
$326K - $380K
4.7K $610K
May 13, 2022 Q1 2022
Vontobel Holding Ltd.

SELL
 -
-3.6K
Closed
$335K - $390K
0 $0
Apr 12, 2022 Q1 2022
Cooper Financial Group

SELL
 -
-3.7K
- 8.42%
$345K - $402K
40.3K $5.23M
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

SELL
 -
-3.98K
- 7.61%
$370K - $431K
48.3K $6.27M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-4K
- 15.76%
$372K - $434K
21.4K $2.78M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

SELL
 -
-4.29K
- 64.31%
$400K - $465K
2.38K $309K
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

SELL
 -
-4.41K
Closed
$410K - $478K
0 $0
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-4.6K
- 21.42%
$429K - $499K
16.9K $2.19M
Apr 26, 2022 Q1 2022
S.E.E.D. Planning Group LLC

SELL
 -
-4.66K
Closed
$434K - $505K
0 $0
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-4.75K
- 7.64%
$443K - $515K
57.5K $7.46M
May 12, 2022 Q1 2022
Quent Capital, LLC

SELL
 -
-4.8K
- 43.56%
$447K - $520K
6.21K $807K
May 11, 2022 Q1 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-5.03K
Closed
$468K - $545K
0 $0
May 12, 2022 Q1 2022
Facet Wealth, Inc.

SELL
 -
-5.31K
Closed
$495K - $576K
0 $0
May 16, 2022 Q1 2022
Amundi

Paris, I0
SELL
 -
-5.37K
- 83.95%
$500K - $583K
1.03K $133K
Apr 20, 2022 Q1 2022
Crestone Asset Management LLC

SELL
 -
-5.43K
- 18.97%
$506K - $589K
23.2K $3.01M
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-5.47K
- 6.78%
$509K - $593K
75.1K $9.75M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-5.55K
- 57.76%
$517K - $602K
4.06K $527K
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-5.62K
- 64.54%
$523K - $609K
3.09K $401K
May 13, 2022 Q1 2022
Goldstream Capital Management LTD

SELL
 -
-5.63K
Closed
$524K - $610K
0 $0
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
SELL
 -
-6.12K
- 55.55%
$570K - $663K
4.89K $636K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
SELL
 -
-6.12K
- 31.4%
$570K - $663K
13.4K $1.74M
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

SELL
 -
-6.16K
- 29.72%
$574K - $668K
14.6K $1.89M
May 09, 2022 Q1 2022
True Private Wealth Advisors

SELL
 -
-6.39K
- 15.27%
$595K - $692K
35.4K $4.6M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-6.8K
- 26.75%
$633K - $737K
18.6K $2.42M
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-6.95K
Closed
$647K - $753K
0 $0
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

SELL
 -
-7.48K
- 10.93%
$696K - $811K
60.9K $7.91M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-8.33K
- 47.61%
$776K - $903K
9.17K $1.19M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-8.35K
- 44.69%
$778K - $905K
10.3K $1.34M
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
SELL
 -
-8.58K
- 10.79%
$799K - $931K
70.9K $9.21M
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-9.6K
- 51.73%
$894K - $1.04M
8.96K $1.16M
Apr 28, 2022 Q1 2022
Spectrum Asset Management, Inc.

SELL
 -
-9.8K
- 8.3%
$913K - $1.06M
108K $14.1M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-10.3K
Closed
$962K - $1.12M
0 $0
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

SELL
 -
-10.4K
- 7.78%
$964K - $1.12M
123K $15.9M
May 16, 2022 Q1 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-11.2K
Closed
$1.04M - $1.21M
0 $0
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-11.4K
- 13.56%
$1.07M - $1.24M
73K $9.48M

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