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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
268+ 837.5% |
$21.2K - $24.3K
|
300
$38.3K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
250+ 7.96% |
$19.8K - $22.6K
|
3.39K
$433K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
246+ 9.09% |
$19.5K - $22.3K
|
2.95K
$377K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
243+ 2.65% |
$19.3K - $22K
|
9.41K
$1.2M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
234New |
$18.5K - $21.2K
|
234
$29.9K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 4.08% |
$15.8K - $18.1K
|
5.1K
$652K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
193+ 1.3% |
$15.3K - $17.5K
|
15.1K
$1.93M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
192New |
$15.2K - $17.4K
|
192
$24.5K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
191New |
$15.1K - $17.3K
|
191
$24.4K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
189+ 0.74% |
$15K - $17.1K
|
25.8K
$3.3M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
180New |
$14.3K - $16.3K
|
180
$23K
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
178+ 5.08% |
$14.1K - $16.1K
|
3.68K
$470K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
142+ 11.76% |
$11.2K - $12.9K
|
1.35K
$172K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
133New |
$10.5K - $12K
|
133
$17K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
131+ 1.42% |
$10.4K - $11.9K
|
9.36K
$1.2M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
131+ 4.99% |
$10.4K - $11.9K
|
2.76K
$352K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
123+ 0.15% |
$9.74K - $11.1K
|
83K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
109+ 0.05% |
$8.63K - $9.87K
|
202K
$25.9M
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
106+ 0.73% |
$8.4K - $9.6K
|
14.6K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
90+ 2.36% |
$7.13K - $8.15K
|
3.91K
$500K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
90+ 1.09% |
$7.13K - $8.15K
|
8.36K
$1.07M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80+ 12.72% |
$6.34K - $7.24K
|
709
$90.6K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
73New |
$5.78K - $6.61K
|
73
$9.33K
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
69+ 0.78% |
$5.47K - $6.25K
|
8.86K
$1.13M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
67+ 1.06% |
$5.31K - $6.07K
|
6.41K
$819K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
60+ 22.99% |
$4.75K - $5.43K
|
321
$41K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
49New |
$3.88K - $4.44K
|
49
$6.26K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 3.8% |
$2.93K - $3.35K
|
1.01K
$129K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 3.24% |
$2.38K - $2.72K
|
957
$122K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30+ 0.45% |
$2.38K - $2.72K
|
6.7K
$856K
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
29+ 0.8% |
$2.3K - $2.63K
|
3.67K
$469K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
29+ 0.89% |
$2.3K - $2.63K
|
3.3K
$422K
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
28+ 0.89% |
$2.22K - $2.53K
|
3.18K
$407K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27+ 0.78% |
$2.14K - $2.44K
|
3.49K
$446K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$1.98K - $2.26K
|
25
$3.2K
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
22+ 0.15% |
$1.74K - $1.99K
|
14.3K
$1.83M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22New |
$1.74K - $1.99K
|
22
$2.81K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.08% |
$1.66K - $1.9K
|
25K
$3.2M
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 0.47% |
$1.58K - $1.81K
|
4.26K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
18New |
$1.43K - $1.63K
|
18
$2.3K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 0.57% |
$1.35K - $1.54K
|
3.01K
$385K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.04K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.04K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.45% |
$713 - $815
|
2.01K
$256K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.32% |
$713 - $815
|
2.79K
$357K
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$555 - $634
|
3.56K
$455K
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.04% |
$555 - $634
|
18.7K
$2.4M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$317 - $362
|
12.4K
$1.58M
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$238 - $272
|
540
$69K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$158 - $181
|
2.94K
$376K
|