Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGD)
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 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-497- 3.28% |
$27.7K - $33.8K
|
14.6K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-524- 6.28% |
$29.3K - $35.6K
|
7.82K
$597K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-527- 34.18% |
$29.4K - $35.8K
|
1.02K
$77.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-530- 28.7% |
$29.6K - $36K
|
1.32K
$101K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-535- 3.0% |
$29.9K - $36.4K
|
17.3K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-598- 2.84% |
$33.4K - $40.6K
|
20.4K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-609- 9.16% |
$34K - $41.4K
|
6.04K
$461K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-610- 1.42% |
$34.1K - $41.5K
|
42.4K
$3.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-620- 15.05% |
$34.6K - $42.1K
|
3.5K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-658- 9.94% |
$36.7K - $44.7K
|
5.96K
$455K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-665- 4.37% |
$37.1K - $45.2K
|
14.5K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-741- 0.51% |
$41.4K - $50.4K
|
143K
$10.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-751- 16.11% |
$41.9K - $51K
|
3.91K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-780- 12.54% |
$43.5K - $53K
|
5.44K
$415K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-789- 4.59% |
$44K - $53.6K
|
16.4K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-841- 16.97% |
$47K - $57.2K
|
4.12K
$314K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-843- 9.43% |
$47.1K - $57.3K
|
8.1K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-869- 26.41% |
$48.5K - $59.1K
|
2.42K
$185K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-877- 7.43% |
$49K - $59.6K
|
10.9K
$833K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-908- 0.05% |
$50.7K - $61.7K
|
1.87M
$143M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-908- 0.05% |
$50.7K - $61.7K
|
1.87M
$143M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-967- 4.47% |
$54K - $65.7K
|
20.7K
$1.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-980- 2.85% |
$54.7K - $66.6K
|
33.5K
$2.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-992- 3.78% |
$55.4K - $67.4K
|
25.2K
$1.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-998- 19.16% |
$55.7K - $67.8K
|
4.21K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 12.65% |
$57K - $69.4K
|
7.05K
$538K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.03K- 17.42% |
$57.5K - $70K
|
4.88K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.04K- 81.88% |
$57.8K - $70.3K
|
229
$17.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 1.79% |
$58.5K - $71.2K
|
57.4K
$4.38M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.08K- 2.04% |
$60.2K - $73.3K
|
51.7K
$3.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-1.09K- 4.71% |
$60.8K - $74K
|
22K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.12K- 4.69% |
$62.5K - $76.1K
|
22.7K
$1.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.13K- 7.61% |
$62.9K - $76.6K
|
13.7K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.19K- 0.46% |
$66.5K - $80.9K
|
259K
$19.8M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.19K- 0.46% |
$66.5K - $80.9K
|
259K
$19.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.22K- 4.99% |
$68.1K - $82.8K
|
23.2K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.22K- 25.29% |
$68.3K - $83.1K
|
3.61K
$276K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 20.51% |
$69.4K - $84.5K
|
4.82K
$368K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.25K- 27.91% |
$70K - $85.2K
|
3.24K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 7.07% |
$70.5K - $85.8K
|
16.6K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.3K- 0.59% |
$72.7K - $88.5K
|
218K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 4.11% |
$74.4K - $90.5K
|
31K
$2.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 72.89% |
$82.1K - $100K
|
547
$41.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.48K- 10.78% |
$82.3K - $100K
|
12.2K
$932K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 14.87% |
$82.7K - $101K
|
8.49K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.5K- 15.49% |
$83.7K - $102K
|
8.18K
$624K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.55K- 28.8% |
$86.4K - $105K
|
3.83K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 81.9% |
$95K - $116K
|
376
$28.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.71K- 2.28% |
$95.2K - $116K
|
73K
$5.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 12.45% |
$103K - $126K
|
13K
$993K
|