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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.96K- 3.54% |
$322K - $407K
|
108K
$14M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.28KClosed |
$348K - $439K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.32KClosed |
$351K - $443K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.33K- 47.35% |
$352K - $444K
|
4.81K
$625K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.81K- 7.9% |
$391K - $494K
|
56.1K
$7.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.81KClosed |
$391K - $494K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 13.6% |
$396K - $500K
|
31K
$4.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.11K- 1.25% |
$415K - $524K
|
405K
$52.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-5.11K- 50.24% |
$415K - $524K
|
5.06K
$658K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.12K- 3.85% |
$416K - $526K
|
128K
$16.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-5.14K- 6.99% |
$417K - $527K
|
68.3K
$8.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.29KClosed |
$430K - $543K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.33K- 13.98% |
$433K - $546K
|
32.8K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 1.34% |
$433K - $547K
|
392K
$50.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.64K- 8.03% |
$458K - $579K
|
64.6K
$8.39M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.77KClosed |
$469K - $591K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.83K- 11.44% |
$474K - $598K
|
45.1K
$5.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.91K- 10.27% |
$480K - $606K
|
51.6K
$6.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.91K- 1.45% |
$481K - $607K
|
403K
$52.3M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.98K- 44.72% |
$486K - $613K
|
7.39K
$959K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.19K- 17.6% |
$503K - $634K
|
29K
$3.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.28K- 4.84% |
$510K - $644K
|
124K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.4K- 1.4% |
$520K - $656K
|
451K
$58.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.42K- 9.85% |
$522K - $659K
|
58.8K
$7.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.54K- 32.97% |
$531K - $671K
|
13.3K
$1.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.6K- 6.65% |
$536K - $677K
|
92.7K
$12M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.72K- 9.51% |
$546K - $689K
|
63.9K
$8.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.79K- 5.06% |
$551K - $696K
|
127K
$16.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.04K- 31.03% |
$572K - $722K
|
15.6K
$2.03M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.37K- 7.19% |
$599K - $756K
|
95.2K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.47K- 2.31% |
$607K - $766K
|
316K
$41.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.5KClosed |
$610K - $769K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.51KClosed |
$610K - $770K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.64K- 28.78% |
$621K - $784K
|
18.9K
$2.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.74K- 1.83% |
$629K - $794K
|
416K
$54M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.96KClosed |
$728K - $919K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.29K- 11.16% |
$755K - $953K
|
74K
$9.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.44K- 0.6% |
$767K - $968K
|
1.56M
$203M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-9.52K- 41.96% |
$774K - $976K
|
13.2K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.73K- 11.87% |
$791K - $998K
|
72.2K
$9.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.9K- 19.64% |
$804K - $1.02M
|
40.5K
$5.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-10.2K- 9.45% |
$831K - $1.05M
|
98K
$12.7M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11.5K- 32.77% |
$937K - $1.18M
|
23.7K
$3.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 11.94% |
$964K - $1.22M
|
87.5K
$11.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.3K- 62.21% |
$1.08M - $1.36M
|
8.08K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-13.4K- 4.22% |
$1.09M - $1.38M
|
305K
$39.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-13.6K- 22.85% |
$1.1M - $1.39M
|
45.9K
$5.96M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-14.6K- 63.66% |
$1.19M - $1.5M
|
8.35K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-15K- 59.43% |
$1.22M - $1.53M
|
10.2K
$1.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.4K- 26.78% |
$1.25M - $1.58M
|
42.1K
$5.46M
|