Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 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 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.17KClosed |
$176K - $223K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.19K- 59.21% |
$178K - $224K
|
1.51K
$196K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.19K- 13.01% |
$178K - $225K
|
14.7K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.22K- 3.91% |
$181K - $228K
|
54.6K
$7.1M
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.23KClosed |
$181K - $229K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.24K- 0.7% |
$182K - $229K
|
316K
$41.1M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.25K- 92.29% |
$183K - $231K
|
188
$24.4K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.27K- 42.27% |
$184K - $233K
|
3.1K
$403K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.28KClosed |
$185K - $234K
|
0
$0
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.29KClosed |
$186K - $234K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 2.42% |
$188K - $237K
|
93.2K
$12.1M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.32KClosed |
$189K - $238K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-2.36KClosed |
$191K - $242K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-2.37KClosed |
$192K - $243K
|
0
$0
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.38KClosed |
$193K - $244K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 5.87% |
$193K - $244K
|
38.2K
$4.96M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.38K- 3.17% |
$194K - $244K
|
72.8K
$9.46M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.44KClosed |
$198K - $250K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 32.27% |
$198K - $250K
|
5.12K
$665K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.07% |
$205K - $258K
|
47.2K
$6.13M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.56KClosed |
$208K - $262K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 8.86% |
$208K - $263K
|
26.4K
$3.42M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 1.87% |
$211K - $266K
|
136K
$17.7M
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.71K- 39.07% |
$220K - $278K
|
4.23K
$549K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$224K - $283K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.77K- 29.6% |
$225K - $284K
|
6.59K
$856K
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$227K - $287K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.9K- 4.65% |
$236K - $297K
|
59.4K
$7.72M
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.95K- 43.89% |
$240K - $302K
|
3.77K
$489K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.96KClosed |
$241K - $304K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-2.97KClosed |
$241K - $305K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.99K- 36.98% |
$243K - $306K
|
5.09K
$661K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.06KClosed |
$248K - $314K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.1K- 42.49% |
$252K - $318K
|
4.19K
$545K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.14K- 13.79% |
$255K - $322K
|
19.6K
$2.55M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.35K- 9.8% |
$272K - $343K
|
30.8K
$4M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.35KClosed |
$272K - $344K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 0.65% |
$273K - $344K
|
510K
$66.3M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.38K- 13.08% |
$275K - $347K
|
22.5K
$2.92M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.46K- 44.47% |
$281K - $355K
|
4.32K
$561K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.46K- 50.84% |
$281K - $355K
|
3.35K
$435K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.52K- 10.95% |
$286K - $361K
|
28.6K
$3.71M
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.57K- 1.14% |
$290K - $367K
|
309K
$40.1M
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
SELL
|
- |
-3.59KClosed |
$292K - $368K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.63K- 92.89% |
$295K - $373K
|
278
$36.1K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.65K- 3.92% |
$297K - $374K
|
89.6K
$11.6M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.78KClosed |
$307K - $388K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.83K- 6.75% |
$312K - $393K
|
52.9K
$6.88M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.84KClosed |
$312K - $394K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.87KClosed |
$315K - $397K
|
0
$0
|