Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 0.81% |
$327K - $395K
|
506K
$66.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.22K- 5.03% |
$335K - $405K
|
79.6K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.49K- 12.59% |
$357K - $431K
|
31.2K
$4.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.66K- 8.8% |
$370K - $447K
|
48.3K
$6.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-4.78K- 10.83% |
$380K - $459K
|
39.4K
$5.17M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.8K- 57.83% |
$381K - $460K
|
3.5K
$459K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.83K- 9.38% |
$383K - $463K
|
46.6K
$6.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.91K- 24.01% |
$390K - $471K
|
15.5K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.12K- 0.59% |
$407K - $492K
|
868K
$114M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.36K- 10.38% |
$426K - $515K
|
46.3K
$6.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.46K- 50.21% |
$433K - $524K
|
5.41K
$710K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.49K- 8.59% |
$436K - $527K
|
58.4K
$7.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.5K- 52.88% |
$437K - $528K
|
4.9K
$643K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.53K- 1.37% |
$439K - $531K
|
398K
$52.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.64K- 1.44% |
$448K - $541K
|
386K
$50.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.81K- 11.02% |
$461K - $557K
|
46.9K
$6.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-5.84K- 3.47% |
$464K - $560K
|
162K
$21.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.84K- 7.43% |
$464K - $560K
|
72.8K
$9.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.15K- 32.53% |
$489K - $591K
|
12.8K
$1.67M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.5K- 27.44% |
$516K - $623K
|
17.2K
$2.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.59K- 12.07% |
$524K - $633K
|
48K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.27K- 2.3% |
$577K - $698K
|
309K
$40.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-7.71K- 9.84% |
$612K - $740K
|
70.6K
$9.27M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.95K- 42.35% |
$631K - $763K
|
10.8K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.15K- 29.43% |
$647K - $782K
|
19.5K
$2.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.21K- 13.97% |
$652K - $788K
|
50.6K
$6.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 1.94% |
$677K - $818K
|
430K
$56.5M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-9.36K- 1.89% |
$743K - $898K
|
485K
$63.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.53KClosed |
$757K - $915K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.77K- 3.75% |
$775K - $937K
|
251K
$32.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.87K- 11.02% |
$784K - $947K
|
79.7K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-10.1K- 23.44% |
$800K - $967K
|
32.9K
$4.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 38.23% |
$801K - $967K
|
16.3K
$2.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-10.9K- 19.59% |
$862K - $1.04M
|
44.6K
$5.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.9K- 6.77% |
$869K - $1.05M
|
151K
$19.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.6K- 6.32% |
$924K - $1.12M
|
173K
$22.7M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.7K- 6.02% |
$926K - $1.12M
|
182K
$23.9M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-11.8K- 2.39% |
$939K - $1.14M
|
482K
$63.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.9K- 4.93% |
$949K - $1.15M
|
231K
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.1K- 0.39% |
$962K - $1.16M
|
3.13M
$411M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.3K- 90.07% |
$974K - $1.18M
|
1.35K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 4.13% |
$1.04M - $1.25M
|
303K
$39.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.2K- 10.56% |
$1.05M - $1.27M
|
112K
$14.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-14K- 75.63% |
$1.11M - $1.34M
|
4.51K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 0.44% |
$1.14M - $1.38M
|
3.28M
$431M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.9K- 3.82% |
$1.35M - $1.63M
|
426K
$56M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.3K- 55.77% |
$1.45M - $1.76M
|
14.5K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.5K- 28.0% |
$1.47M - $1.78M
|
47.6K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 1.01% |
$1.47M - $1.78M
|
1.82M
$239M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-19.4K- 67.9% |
$1.54M - $1.86M
|
9.18K
$1.2M
|