Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGD)

ESGD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) 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 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
16.4K
+ 23.8%
$916K - $1.11M
85.3K $6.51M
Feb 02, 2023 Q4 2022
Bailard, Inc.

BUY
 -
15.7K
+ 302.89%
$877K - $1.07M
20.9K $1.59M
Feb 01, 2023 Q4 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
15.3K
+ 239.45%
$856K - $1.04M
21.7K $1.66M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
15.3K
New
$854K - $1.04M
15.3K $1.17M
Feb 24, 2023 Q4 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
14.9K
+ 13.36%
$831K - $1.01M
126K $9.63M
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
14.9K
+ 1.66%
$830K - $1.01M
910K $69.5M
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
13.9K
New
$777K - $945K
13.9K $1.06M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
13.3K
New
$740K - $900K
13.3K $1.01M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
13K
New
$725K - $883K
13K $992K
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
12.8K
+ 11.89%
$715K - $870K
120K $9.19M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
11.7K
+ 163.9%
$656K - $798K
18.9K $1.44M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.5K
+ 31.63%
$641K - $780K
47.8K $3.65M
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
11.3K
New
$628K - $765K
11.3K $859K
Apr 20, 2023 Q4 2022
Pioneer Wealth Management Group

Austin, TX
BUY
 -
11.1K
New
$621K - $756K
11.1K $849K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
10.2K
+ 91.6%
$570K - $694K
21.4K $1.63M
Feb 13, 2023 Q4 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
9.97K
+ 18.38%
$557K - $677K
64.2K $4.9M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
9.92K
+ 13.8%
$554K - $674K
81.8K $6.24M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9.85K
+ 335.09%
$550K - $669K
12.8K $976K
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
9.46K
+ 100.35%
$528K - $643K
18.9K $1.44M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
9.44K
+ 21.44%
$527K - $642K
53.5K $4.08M
Feb 13, 2023 Q4 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
9.36K
+ 21.75%
$523K - $636K
52.4K $4M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.33K
+ 69.25%
$521K - $634K
22.8K $1.74M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
9.29K
New
$519K - $632K
9.29K $709K
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
9.24K
+ 583.82%
$516K - $628K
10.8K $826K
Feb 01, 2023 Q4 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
8.93K
New
$499K - $607K
8.93K $682K
Feb 08, 2023 Q4 2022
Ameraudi Asset Management, Inc.

BUY
 -
8.89K
New
$496K - $604K
8.89K $678K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.7K
New
$486K - $591K
8.7K $664K
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

BUY
 -
8.49K
+ 99.85%
$474K - $577K
17K $1.3M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
7.74K
New
$432K - $526K
7.74K $590K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
7.65K
+ 26.39%
$427K - $520K
36.6K $2.8M
Jan 12, 2023 Q4 2022
Sharper & Granite LLC

El Segundo, CA
BUY
 -
7.42K
New
$414K - $504K
7.42K $566K
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
7.31K
New
$408K - $496K
7.31K $558K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
6.9K
+ 31.66%
$385K - $469K
28.7K $2.19M
Jan 26, 2023 Q4 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
6.64K
+ 21.0%
$371K - $451K
38.3K $2.92M
Feb 08, 2023 Q4 2022
Tiedemann Advisors, LLC

BUY
 -
6.53K
+ 13.27%
$364K - $444K
55.7K $4.25M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

BUY
 -
6.46K
New
$360K - $439K
6.46K $493K
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

BUY
 -
6.4K
New
$357K - $435K
6.4K $488K
Feb 07, 2023 Q4 2022
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
6.29K
New
$351K - $427K
6.29K $480K
May 15, 2023 Q4 2022
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
6.11K
New
$341K - $415K
6.11K $466K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.08K
+ 3.48%
$340K - $413K
181K $13.8M
Jan 30, 2023 Q4 2022
Hemington Wealth Management

BUY
 -
5.92K
New
$331K - $402K
5.92K $452K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.85K
New
$326K - $397K
5.85K $446K
Jan 20, 2023 Q4 2022
Charter Oak Capital Management, LLC

BUY
 -
5.64K
+ 21.09%
$315K - $383K
32.4K $2.47M
Jan 11, 2023 Q4 2022
Aprio Wealth Management, LLC

BUY
 -
5.46K
New
$305K - $371K
5.46K $416K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
5.3K
+ 7.91%
$296K - $360K
72.3K $5.51M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.21K
+ 140.17%
$291K - $354K
8.93K $682K
Feb 15, 2023 Q4 2022
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
5.17K
New
$289K - $351K
5.17K $395K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
5.17K
New
$289K - $351K
5.17K $394K
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
5.15K
+ 57.08%
$287K - $350K
14.2K $1.08M

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