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 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.81K+ 111.23% |
$310K - $391K
|
7.24K
$941K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.8KNew |
$309K - $390K
|
3.8K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.77K+ 104.26% |
$306K - $386K
|
7.38K
$958K
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
3.76K+ 23.76% |
$305K - $385K
|
19.6K
$2.54M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.73K+ 12.85% |
$303K - $382K
|
32.7K
$4.25M
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.72KNew |
$302K - $381K
|
3.72K
$483K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.69K+ 26.91% |
$300K - $379K
|
17.4K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.61KNew |
$293K - $370K
|
3.61K
$469K
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3.59K+ 2.18% |
$292K - $368K
|
168K
$21.8M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.57K+ 17.59% |
$290K - $367K
|
23.9K
$3.1M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.55KNew |
$288K - $364K
|
3.55K
$461K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 13.35% |
$287K - $363K
|
30K
$3.9M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.43K+ 5.01% |
$279K - $352K
|
72K
$9.35M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.43KNew |
$278K - $351K
|
3.43K
$445K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
3.42K+ 48.41% |
$278K - $351K
|
10.5K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.41K+ 60.14% |
$277K - $350K
|
9.09K
$1.18M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
3.38K+ 54.32% |
$274K - $346K
|
9.59K
$1.25M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.37K+ 8.53% |
$274K - $346K
|
42.9K
$5.57M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.33K+ 4.43% |
$270K - $341K
|
78.4K
$10.2M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 6.51% |
$268K - $339K
|
54K
$7.02M
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 47.01% |
$268K - $338K
|
10.3K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.21K+ 1.21% |
$261K - $330K
|
268K
$34.8M
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$260K - $328K
|
3.2K
$416K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.2K+ 7.79% |
$260K - $328K
|
44.2K
$5.74M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.2KNew |
$260K - $328K
|
3.2K
$415K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.18K+ 17.86% |
$258K - $326K
|
20.9K
$2.72M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$258K - $326K
|
3.18K
$412K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.13KNew |
$255K - $321K
|
3.13K
$407K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.02K+ 8.8% |
$245K - $309K
|
37.3K
$4.84M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.99K+ 42.36% |
$243K - $307K
|
10.1K
$1.31M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.98K+ 27.06% |
$242K - $306K
|
14K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 1.59% |
$241K - $304K
|
189K
$24.5M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
2.95K+ 28.6% |
$240K - $303K
|
13.3K
$1.72M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.94KNew |
$239K - $301K
|
2.94K
$381K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
2.92KNew |
$237K - $299K
|
2.92K
$379K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.87K+ 2.22% |
$233K - $295K
|
132K
$17.2M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$231K - $291K
|
2.84K
$369K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.83K+ 31.71% |
$230K - $291K
|
11.8K
$1.53M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.74K+ 7.56% |
$223K - $281K
|
39K
$5.07M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.67KNew |
$217K - $274K
|
2.67K
$347K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.66KNew |
$216K - $273K
|
2.66K
$346K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.65K+ 36.33% |
$216K - $272K
|
9.96K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.65KNew |
$215K - $272K
|
2.65K
$344K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.6K+ 6.46% |
$211K - $267K
|
42.9K
$5.57M
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.57KNew |
$209K - $264K
|
2.57K
$334K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.57KNew |
$209K - $263K
|
2.57K
$334K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.55K+ 21.8% |
$208K - $262K
|
14.3K
$1.85M
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.55K+ 9.29% |
$207K - $261K
|
30K
$3.89M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.53KNew |
$205K - $259K
|
2.53K
$328K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 12.96% |
$205K - $259K
|
22K
$2.85M
|