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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-6- 0.14% |
$476 - $576
|
4.19K
$549K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 11.67% |
$556 - $672
|
53
$6.96K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9- 5.03% |
$715 - $864
|
170
$22.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.19K - $1.44K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-18- 0.14% |
$1.43K - $1.73K
|
12.5K
$1.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.55% |
$1.43K - $1.73K
|
3.27K
$429K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-20- 0.62% |
$1.59K - $1.92K
|
3.21K
$421K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 0.36% |
$1.91K - $2.3K
|
6.67K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28- 0.21% |
$2.22K - $2.69K
|
13.1K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-32- 0.72% |
$2.54K - $3.07K
|
4.43K
$581K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32- 0.48% |
$2.54K - $3.07K
|
6.65K
$873K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-34- 0.88% |
$2.7K - $3.26K
|
3.81K
$500K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-36- 1.41% |
$2.86K - $3.45K
|
2.51K
$330K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-54- 1.82% |
$4.29K - $5.18K
|
2.91K
$382K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.5% |
$4.53K - $5.47K
|
3.75K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 2.36% |
$5.08K - $6.14K
|
2.65K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-66- 0.63% |
$5.24K - $6.33K
|
10.4K
$1.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-67- 0.34% |
$5.32K - $6.43K
|
19.7K
$2.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-72- 1.43% |
$5.72K - $6.91K
|
4.95K
$650K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-77- 0.29% |
$6.11K - $7.39K
|
26.3K
$3.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-77- 9.63% |
$6.11K - $7.39K
|
723
$94.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-84- 0.69% |
$6.67K - $8.06K
|
12K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-86- 3.4% |
$6.83K - $8.25K
|
2.44K
$320K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-88- 2.36% |
$6.99K - $8.45K
|
3.64K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-89- 16.24% |
$7.07K - $8.54K
|
459
$60.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-91- 1.9% |
$7.23K - $8.73K
|
4.69K
$616K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-93- 1.11% |
$7.39K - $8.93K
|
8.27K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-99- 3.6% |
$7.86K - $9.5K
|
2.65K
$348K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-99- 1.32% |
$7.86K - $9.5K
|
7.41K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-100- 0.52% |
$7.94K - $9.6K
|
19.1K
$2.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 3.41% |
$7.94K - $9.6K
|
2.84K
$372K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-110- 0.94% |
$8.74K - $10.6K
|
11.6K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-115- 0.54% |
$9.13K - $11K
|
21K
$2.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-120- 1.45% |
$9.53K - $11.5K
|
8.15K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-124- 0.24% |
$9.85K - $11.9K
|
52.3K
$6.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-125- 3.6% |
$9.93K - $12K
|
3.35K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-139- 0.55% |
$11K - $13.3K
|
25.2K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-152- 2.45% |
$12.1K - $14.6K
|
6.06K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-170- 0.2% |
$13.5K - $16.3K
|
87K
$11.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-185- 4.95% |
$14.7K - $17.8K
|
3.55K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-194- 0.93% |
$15.4K - $18.6K
|
20.8K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-194- 6.75% |
$15.4K - $18.6K
|
2.68K
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-196- 2.02% |
$15.6K - $18.8K
|
9.49K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 2.38% |
$15.9K - $19.2K
|
8.22K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 43.96% |
$15.9K - $19.2K
|
255
$33.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-218- 18.3% |
$17.3K - $20.9K
|
973
$128K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-219- 1.69% |
$17.4K - $21K
|
12.7K
$1.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-221- 2.3% |
$17.5K - $21.2K
|
9.4K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-226- 0.28% |
$17.9K - $21.7K
|
79.2K
$10.4M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-250- 4.18% |
$19.9K - $24K
|
5.73K
$752K
|