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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
636+ 3.92% |
$59.2K - $69K
|
16.9K
$2.19M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
633+ 15.43% |
$59K - $68.6K
|
4.74K
$615K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
624+ 19.75% |
$58.1K - $67.7K
|
3.78K
$491K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
618+ 0.56% |
$57.6K - $67K
|
112K
$14.5M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
543+ 1.51% |
$50.6K - $58.9K
|
36.4K
$4.73M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
533+ 25.66% |
$49.6K - $57.8K
|
2.61K
$339K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
529+ 17.97% |
$49.3K - $57.4K
|
3.47K
$451K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
522+ 8.32% |
$48.6K - $56.6K
|
6.79K
$882K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
500+ 27.87% |
$46.6K - $54.2K
|
2.29K
$298K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
500+ 27.87% |
$46.6K - $54.2K
|
2.29K
$298K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
482+ 1.21% |
$44.9K - $52.3K
|
40.2K
$5.23M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
467New |
$43.5K - $50.6K
|
467
$60.7K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
465+ 4.04% |
$43.3K - $50.4K
|
12K
$1.55M
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
440+ 16.83% |
$41K - $47.7K
|
3.05K
$397K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
440+ 3.87% |
$41K - $47.7K
|
11.8K
$1.54M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
406+ 6.14% |
$37.8K - $44K
|
7.02K
$911K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
391+ 31.03% |
$36.4K - $42.4K
|
1.65K
$214K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
346+ 15.95% |
$32.2K - $37.5K
|
2.52K
$327K
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
344+ 15.09% |
$32K - $37.3K
|
2.62K
$341K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
340+ 9.11% |
$31.7K - $36.9K
|
4.07K
$529K
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
338+ 15.74% |
$31.5K - $36.7K
|
2.49K
$323K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 2.74% |
$31K - $36.1K
|
12.5K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
308+ 3.04% |
$28.7K - $33.4K
|
10.4K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
308+ 7.57% |
$28.7K - $33.4K
|
4.38K
$568K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
305+ 188.27% |
$28.4K - $33.1K
|
467
$60.7K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
304New |
$28.3K - $33K
|
304
$39.5K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
300+ 9.71% |
$27.9K - $32.5K
|
3.39K
$440K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
291+ 44.09% |
$27.1K - $31.6K
|
951
$124K
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
266+ 6.71% |
$24.8K - $28.8K
|
4.23K
$549K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
253+ 3.35% |
$23.6K - $27.4K
|
7.81K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
250New |
$23.3K - $27.1K
|
250
$32.5K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
246New |
$22.9K - $26.7K
|
246
$32K
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
243+ 8.78% |
$22.6K - $26.4K
|
3.01K
$391K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
240+ 3.4% |
$22.4K - $26K
|
7.31K
$949K
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
240+ 0.77% |
$22.4K - $26K
|
31.3K
$4.07M
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
229+ 1.55% |
$21.3K - $24.8K
|
15K
$1.95M
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
226New |
$21K - $24.5K
|
226
$29.4K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 7.73% |
$21K - $24.4K
|
3.14K
$407K
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
219+ 3.4% |
$20.4K - $23.7K
|
6.66K
$865K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217New |
$20.2K - $23.5K
|
217
$28.2K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
205+ 9.3% |
$19.1K - $22.2K
|
2.41K
$313K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
181+ 3.67% |
$16.9K - $19.6K
|
5.12K
$665K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
168+ 0.08% |
$15.6K - $18.2K
|
202K
$26.3M
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
167+ 3.68% |
$15.6K - $18.1K
|
4.71K
$611K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
162+ 1.56% |
$15.1K - $17.6K
|
10.5K
$1.37M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
152+ 6.15% |
$14.2K - $16.5K
|
2.62K
$341K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150+ 0.43% |
$14K - $16.3K
|
35.3K
$4.58M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
148New |
$13.8K - $16K
|
148
$19.2K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
135+ 900.0% |
$12.6K - $14.6K
|
150
$19.5K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
132+ 3.56% |
$12.3K - $14.3K
|
3.84K
$499K
|