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
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-21.4K- 6.07% |
$1.7M - $2.06M
|
332K
$43.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-22.2K- 13.61% |
$1.76M - $2.13M
|
141K
$18.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 4.77% |
$1.87M - $2.27M
|
471K
$62.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.4K- 1.39% |
$1.94M - $2.35M
|
1.73M
$228M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-28.5K- 7.06% |
$2.27M - $2.74M
|
375K
$49.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-34.1K- 10.78% |
$2.71M - $3.27M
|
282K
$37.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-38.5K- 9.25% |
$3.06M - $3.69M
|
378K
$49.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-38.5K- 28.2% |
$3.06M - $3.7M
|
98.1K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-38.7K- 13.04% |
$3.07M - $3.71M
|
258K
$34M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-39.5K- 12.97% |
$3.14M - $3.79M
|
265K
$34.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-39.7K- 19.47% |
$3.15M - $3.81M
|
164K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.7K- 82.52% |
$3.47M - $4.19M
|
9.25K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45K- 5.7% |
$3.57M - $4.32M
|
745K
$98.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51.9K- 13.71% |
$4.12M - $4.98M
|
327K
$43.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-53.2K- 92.41% |
$4.22M - $5.1M
|
4.37K
$576K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54.8K- 16.6% |
$4.35M - $5.26M
|
275K
$36.3M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-55.1K- 57.94% |
$4.37M - $5.29M
|
40K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.2K- 2.75% |
$4.38M - $5.3M
|
1.95M
$257M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-55.8K- 23.83% |
$4.43M - $5.35M
|
178K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.4K- 6.05% |
$4.63M - $5.6M
|
906K
$119M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-68.1K- 54.96% |
$5.41M - $6.54M
|
55.8K
$7.36M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-83.6K- 1.8% |
$6.64M - $8.02M
|
4.57M
$602M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90.1K- 11.81% |
$7.16M - $8.65M
|
673K
$88.7M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-99.6K- 32.53% |
$7.91M - $9.56M
|
206K
$27.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-114K- 13.17% |
$9.08M - $11M
|
754K
$99.3M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-120K- 49.43% |
$9.53M - $11.5M
|
123K
$16.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-123K- 16.71% |
$9.76M - $11.8M
|
613K
$80.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-180K- 2.05% |
$14.3M - $17.2M
|
8.57M
$1.13B
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-188K- 54.56% |
$14.9M - $18M
|
156K
$20.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-226K- 2.49% |
$17.9M - $21.7M
|
8.85M
$1.17B
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-255K- 25.25% |
$20.2M - $24.5M
|
754K
$99.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-270K- 40.26% |
$21.4M - $25.9M
|
400K
$52.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-391K- 98.45% |
$31M - $37.5M
|
6.14K
$809K
|
|
|
Nov 09, 2022
Q3 2022
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-581K- 45.99% |
$46.1M - $55.7M
|
682K
$89.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-592K- 3.46% |
$47M - $56.8M
|
16.5M
$2.17B
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.4M- 9.04% |
$111M - $134M
|
14M
$1.85B
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-47.1M- 98.74% |
$3.74B - $4.52B
|
601K
$79.2M
|