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 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.55K+ 30.54% |
$203K - $245K
|
10.9K
$1.43M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 437.89% |
$198K - $240K
|
3.07K
$402K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.45K+ 58.49% |
$195K - $235K
|
6.65K
$872K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 11.07% |
$193K - $233K
|
24.4K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$318K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.41K+ 10.61% |
$192K - $232K
|
25.2K
$3.3M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.41K+ 37.23% |
$191K - $231K
|
8.86K
$1.16M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.39K+ 53.78% |
$190K - $229K
|
6.83K
$896K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.38K+ 87.58% |
$189K - $229K
|
5.11K
$670K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.34K+ 1158.42% |
$186K - $225K
|
2.54K
$334K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.16K+ 12.37% |
$171K - $207K
|
19.6K
$2.57M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.13K+ 14.96% |
$169K - $205K
|
16.4K
$2.15M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$159K - $192K
|
2K
$262K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 0.74% |
$157K - $189K
|
268K
$35.1M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 7.9% |
$157K - $189K
|
26.9K
$3.53M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.95K+ 6.05% |
$155K - $187K
|
34.2K
$4.49M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.91K+ 16.18% |
$151K - $183K
|
13.7K
$1.8M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.85K+ 1.43% |
$147K - $177K
|
131K
$17.2M
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
1.82K+ 1.09% |
$145K - $175K
|
168K
$22.1M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 7.38% |
$140K - $169K
|
25.7K
$3.37M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.75K+ 3.96% |
$139K - $168K
|
46K
$6.03M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.59K+ 3.92% |
$126K - $152K
|
42.1K
$5.53M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.56K+ 9.81% |
$124K - $150K
|
17.5K
$2.3M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.56K+ 23.88% |
$124K - $149K
|
8.08K
$1.06M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.55K+ 41.68% |
$123K - $149K
|
5.27K
$692K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 14.08% |
$121K - $147K
|
12.4K
$1.63M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.51K+ 9.46% |
$120K - $145K
|
17.5K
$2.29M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.51K+ 7.38% |
$120K - $144K
|
21.9K
$2.87M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.46K+ 5.16% |
$116K - $140K
|
29.8K
$3.91M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.43K+ 3.35% |
$114K - $138K
|
44.3K
$5.81M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.39K+ 28.02% |
$110K - $133K
|
6.34K
$832K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.31K+ 12.97% |
$104K - $125K
|
11.4K
$1.49M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.27K+ 31.9% |
$100K - $121K
|
5.23K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 759.26% |
$97.7K - $118K
|
1.39K
$183K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.23K+ 5.93% |
$97.5K - $118K
|
21.9K
$2.88M
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.62% |
$95.3K - $115K
|
13.7K
$1.8M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.16K+ 6.34% |
$92.3K - $112K
|
19.5K
$2.56M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.43% |
$91.2K - $110K
|
48.3K
$6.34M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 2.1% |
$90.1K - $109K
|
55.1K
$7.24M
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.12K+ 3.59% |
$88.5K - $107K
|
32.1K
$4.22M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.11K+ 8.71% |
$88K - $106K
|
13.8K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.1K+ 446.75% |
$87.3K - $105K
|
1.35K
$177K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1KNew |
$87.1K - $105K
|
1.1K
$144K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08K+ 17.5% |
$85.8K - $104K
|
7.25K
$952K
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.08K+ 23.35% |
$85.7K - $104K
|
5.7K
$748K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.04KNew |
$82.3K - $99.4K
|
1.04K
$136K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.81% |
$80.7K - $97.5K
|
57.1K
$7.5M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
943+ 0.35% |
$74.9K - $90.5K
|
268K
$35.1M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
926+ 8.36% |
$73.5K - $88.9K
|
12K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
910+ 2.91% |
$72.3K - $87.3K
|
32.2K
$4.22M
|