Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.6K- 21.09% |
$1.95M - $2.23M
|
92.1K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-24.7K- 14.4% |
$1.95M - $2.23M
|
147K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25.3K- 25.11% |
$2M - $2.29M
|
75.4K
$9.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-25.5K- 9.05% |
$2.02M - $2.31M
|
257K
$32.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27K- 8.74% |
$2.14M - $2.44M
|
282K
$36M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 7.28% |
$2.18M - $2.49M
|
350K
$44.7M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.3K- 9.35% |
$2.25M - $2.57M
|
275K
$35.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28.9K- 38.01% |
$2.29M - $2.61M
|
47.1K
$6.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-29K- 23.86% |
$2.3M - $2.63M
|
92.7K
$11.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-29.6K- 21.83% |
$2.34M - $2.68M
|
106K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.7K- 1.71% |
$2.35M - $2.68M
|
1.7M
$217M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-29.8K- 12.68% |
$2.36M - $2.7M
|
205K
$26.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-30K- 31.68% |
$2.37M - $2.71M
|
64.7K
$8.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-32.7K- 20.9% |
$2.59M - $2.96M
|
124K
$15.8M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-33K- 79.31% |
$2.61M - $2.99M
|
8.61K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-33.5K- 88.55% |
$2.66M - $3.03M
|
4.33K
$554K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.7K- 12.26% |
$2.67M - $3.05M
|
241K
$30.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.6K- 5.48% |
$2.74M - $3.13M
|
597K
$76.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-35.4K- 11.79% |
$2.8M - $3.2M
|
265K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.8K- 10.97% |
$2.84M - $3.25M
|
291K
$37.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-36.5K- 14.14% |
$2.89M - $3.3M
|
221K
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.7K- 1.88% |
$2.91M - $3.32M
|
1.92M
$245M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-37K- 22.84% |
$2.93M - $3.35M
|
125K
$16M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-38.6K- 14.13% |
$3.05M - $3.49M
|
234K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-39.4K- 79.33% |
$3.12M - $3.57M
|
10.3K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-39.5K- 16.15% |
$3.13M - $3.58M
|
205K
$26.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.9K- 32.06% |
$3.24M - $3.7M
|
86.6K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40.9K- 10.58% |
$3.24M - $3.7M
|
346K
$44.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42.5K- 50.17% |
$3.37M - $3.85M
|
42.2K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-43.5K- 76.14% |
$3.44M - $3.94M
|
13.6K
$1.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-46.3K- 86.18% |
$3.67M - $4.19M
|
7.42K
$949K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-47K- 11.09% |
$3.73M - $4.26M
|
377K
$48.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-48.9K- 12.3% |
$3.87M - $4.43M
|
349K
$44.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-52.1K- 8.87% |
$4.12M - $4.71M
|
535K
$68.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-52.5K- 90.15% |
$4.16M - $4.76M
|
5.74K
$734K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-53K- 19.16% |
$4.2M - $4.8M
|
224K
$28.6M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.1K- 49.19% |
$4.45M - $5.08M
|
58K
$7.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-59.6K- 17.98% |
$4.72M - $5.4M
|
272K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-62.7K- 12.93% |
$4.97M - $5.68M
|
422K
$54M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-63.1K- 12.34% |
$5M - $5.71M
|
448K
$57.3M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-63.4K- 13.14% |
$5.02M - $5.74M
|
419K
$53.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.5K- 6.54% |
$5.11M - $5.84M
|
922K
$118M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-64.9K- 21.04% |
$5.14M - $5.87M
|
243K
$31.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-65.3K- 9.7% |
$5.17M - $5.91M
|
608K
$77.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-65.5K- 46.48% |
$5.19M - $5.93M
|
75.4K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-66.1K- 24.74% |
$5.23M - $5.98M
|
201K
$25.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-71.6K- 93.22% |
$5.67M - $6.48M
|
5.21K
$665K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-72.1K- 51.67% |
$5.71M - $6.53M
|
67.5K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.7K- 61.09% |
$5.84M - $6.67M
|
47K
$6M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-74.2K- 30.84% |
$5.88M - $6.72M
|
166K
$21.3M
|