Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92.4K+ 15.35% |
$8.6M - $10M
|
694K
$91.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
88.5K+ 27.91% |
$8.24M - $9.59M
|
405K
$53.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
87K+ 28.26% |
$8.1M - $9.44M
|
395K
$51.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.3K+ 16.53% |
$8.03M - $9.35M
|
608K
$79.8M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
80.2K+ 169.31% |
$7.46M - $8.69M
|
127K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
78.6K+ 24.67% |
$7.32M - $8.53M
|
397K
$52.1M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.9K+ 16.53% |
$7.16M - $8.33M
|
542K
$71.1M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.1K+ 11.27% |
$6.9M - $8.03M
|
732K
$96M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
69.4K+ 32.87% |
$6.46M - $7.52M
|
280K
$36.8M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
68.6K+ 16.39% |
$6.39M - $7.44M
|
487K
$63.9M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
67.5KNew |
$6.29M - $7.32M
|
67.5K
$8.86M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
67.3K+ 312.85% |
$6.27M - $7.3M
|
88.9K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
62.7K+ 38.95% |
$5.84M - $6.8M
|
224K
$29.4M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61.6K+ 278.27% |
$5.74M - $6.68M
|
83.8K
$11M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
59.9K+ 12.88% |
$5.58M - $6.49M
|
525K
$68.9M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59K+ 51.76% |
$5.5M - $6.4M
|
173K
$22.7M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
58.4KNew |
$5.44M - $6.33M
|
58.4K
$7.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
53K+ 6.7% |
$4.93M - $5.75M
|
844K
$111M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.7K+ 51.91% |
$4.82M - $5.61M
|
151K
$19.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.4K+ 240.77% |
$4.79M - $5.58M
|
72.8K
$9.55M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
50.4KNew |
$4.69M - $5.46M
|
50.4K
$6.61M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
46.9K+ 14.45% |
$4.37M - $5.09M
|
372K
$48.8M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
46.5K+ 19.22% |
$4.33M - $5.04M
|
288K
$37.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.4K+ 21.91% |
$4.32M - $5.04M
|
258K
$33.9M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.9K+ 6.24% |
$4.18M - $4.87M
|
764K
$100M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.9KNew |
$3.9M - $4.54M
|
41.9K
$5.5M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
40K+ 26.66% |
$3.73M - $4.34M
|
190K
$25M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
40K+ 22.81% |
$3.72M - $4.34M
|
215K
$28.3M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
39.6K+ 33.1% |
$3.68M - $4.29M
|
159K
$20.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
39.2K+ 19.67% |
$3.65M - $4.25M
|
239K
$31.3M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
36.1K+ 24.36% |
$3.36M - $3.91M
|
184K
$24.2M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
34.7K+ 5.27% |
$3.23M - $3.76M
|
692K
$90.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
34K+ 11.49% |
$3.17M - $3.69M
|
330K
$43.3M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
33K+ 6.7% |
$3.08M - $3.58M
|
526K
$69.1M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.8KNew |
$3.06M - $3.56M
|
32.8K
$4.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.2K+ 23.34% |
$3M - $3.49M
|
170K
$22.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31.7K+ 27.92% |
$2.95M - $3.43M
|
145K
$19M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.4K+ 67.75% |
$2.92M - $3.4M
|
77.7K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30.1K+ 47.98% |
$2.8M - $3.26M
|
92.8K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
29.7KNew |
$2.77M - $3.22M
|
29.7K
$3.9M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 5123.59% |
$2.71M - $3.16M
|
29.7K
$3.89M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
29KNew |
$2.7M - $3.14M
|
29K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.5K+ 9.66% |
$2.65M - $3.09M
|
324K
$42.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
28.4K+ 10.11% |
$2.64M - $3.08M
|
309K
$40.5M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
28K+ 22.27% |
$2.61M - $3.03M
|
154K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 2.86% |
$2.44M - $2.84M
|
942K
$124M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
26.1K+ 31.83% |
$2.43M - $2.83M
|
108K
$14.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.7K+ 41.69% |
$2.3M - $2.68M
|
84K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
24.6K+ 648.17% |
$2.29M - $2.67M
|
28.4K
$3.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
24.1K+ 754.71% |
$2.24M - $2.61M
|
27.2K
$3.58M
|