Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.12K- 0.51% |
$89.3K - $108K
|
220K
$29.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.85% |
$91.7K - $111K
|
39.4K
$5.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 30.89% |
$93.2K - $113K
|
2.63K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.2K- 13.95% |
$95.3K - $115K
|
7.4K
$979K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.24K- 6.89% |
$98.3K - $119K
|
16.7K
$2.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.3K- 12.06% |
$103K - $125K
|
9.47K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.38K- 28.44% |
$110K - $133K
|
3.48K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.47K- 1.99% |
$117K - $141K
|
72.5K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.48K- 15.93% |
$117K - $142K
|
7.79K
$1.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.48K- 7.73% |
$118K - $142K
|
17.7K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.51K- 3.51% |
$120K - $144K
|
41.4K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.59K- 19.69% |
$126K - $153K
|
6.49K
$858K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.63K- 8.84% |
$129K - $156K
|
16.8K
$2.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.65K- 4.41% |
$131K - $158K
|
35.6K
$4.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.65K- 0.14% |
$131K - $158K
|
1.14M
$151M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.66K- 7.32% |
$132K - $159K
|
21K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.68K- 31.37% |
$133K - $161K
|
3.67K
$485K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 0.5% |
$140K - $169K
|
352K
$46.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 0.84% |
$141K - $170K
|
209K
$27.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.8K- 8.01% |
$143K - $172K
|
20.6K
$2.73M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.84K- 3.83% |
$146K - $176K
|
46.2K
$6.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.86K- 38.6% |
$148K - $178K
|
2.96K
$391K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.03K- 3.94% |
$161K - $195K
|
49.4K
$6.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.11K- 13.51% |
$168K - $203K
|
13.5K
$1.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 32.68% |
$171K - $207K
|
4.44K
$587K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.18K- 7.52% |
$173K - $209K
|
26.8K
$3.54M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.18K- 29.51% |
$173K - $209K
|
5.21K
$689K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.19K- 0.35% |
$174K - $210K
|
632K
$83.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-2.23K- 1.24% |
$177K - $214K
|
177K
$23.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-2.29K- 18.7% |
$182K - $220K
|
9.95K
$1.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.33K- 2.97% |
$185K - $224K
|
76.1K
$10.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.39K- 65.98% |
$189K - $229K
|
1.23K
$163K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.49K- 34.43% |
$198K - $239K
|
4.75K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.57K- 0.95% |
$204K - $247K
|
267K
$35.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.65K- 11.78% |
$210K - $254K
|
19.8K
$2.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.68K- 20.21% |
$213K - $257K
|
10.6K
$1.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.92K- 2.91% |
$232K - $280K
|
97.2K
$12.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.93K- 7.46% |
$233K - $281K
|
36.3K
$4.8M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.93K- 44.46% |
$233K - $281K
|
3.66K
$484K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.16K- 6.27% |
$251K - $303K
|
47.3K
$6.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.35K- 3.42% |
$266K - $322K
|
94.6K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.5K- 0.34% |
$278K - $336K
|
1.01M
$134M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3.51K- 4.52% |
$278K - $336K
|
74.1K
$9.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.52K- 47.17% |
$280K - $338K
|
3.95K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.6K- 3.72% |
$286K - $346K
|
93.2K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.69K- 38.43% |
$293K - $354K
|
5.91K
$781K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.73K- 3.33% |
$296K - $358K
|
108K
$14.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.88K- 6.53% |
$308K - $372K
|
55.5K
$7.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.97K- 4.48% |
$316K - $381K
|
84.7K
$11.2M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 0.81% |
$327K - $395K
|
506K
$67M
|