Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.6K+ 15.95% |
$602K - $688K
|
55.2K
$7.25M
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.48KNew |
$593K - $677K
|
7.48K
$982K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.45K+ 7.02% |
$590K - $674K
|
114K
$14.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.2K+ 286.55% |
$570K - $652K
|
9.71K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.05KNew |
$559K - $639K
|
7.05K
$926K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
7.02KNew |
$556K - $635K
|
7.02K
$921K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
6.85KNew |
$543K - $620K
|
6.85K
$899K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.6K+ 22.15% |
$523K - $597K
|
36.4K
$4.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.17KNew |
$489K - $559K
|
6.17K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.13K+ 6.57% |
$486K - $555K
|
99.4K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.92KNew |
$469K - $536K
|
5.92K
$777K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
5.91KNew |
$468K - $535K
|
5.91K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$467K - $534K
|
5.9K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.87K+ 10.56% |
$465K - $532K
|
61.5K
$8.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.87KNew |
$465K - $531K
|
5.87K
$770K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
5.87KNew |
$465K - $531K
|
5.87K
$770K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.84K+ 2.19% |
$463K - $529K
|
272K
$35.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
5.82KNew |
$461K - $527K
|
5.82K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.77K+ 7.29% |
$457K - $523K
|
85K
$11.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.74K+ 11.21% |
$454K - $519K
|
56.9K
$7.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
5.53KNew |
$438K - $500K
|
5.53K
$726K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.45KNew |
$432K - $494K
|
5.45K
$716K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.38KNew |
$426K - $487K
|
5.38K
$706K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.7KNew |
$373K - $426K
|
4.7K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.53K+ 5.69% |
$359K - $410K
|
84.1K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.52KNew |
$358K - $409K
|
4.52K
$593K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.23K+ 38.81% |
$335K - $383K
|
15.1K
$1.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4KNew |
$317K - $362K
|
4K
$525K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.79KNew |
$300K - $343K
|
3.79K
$497K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
3.61K+ 2.15% |
$286K - $327K
|
172K
$22.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.54KNew |
$280K - $320K
|
3.54K
$464K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.52KNew |
$278K - $318K
|
3.52K
$461K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.46K+ 44.15% |
$274K - $313K
|
11.3K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.46KNew |
$274K - $313K
|
3.46K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.41KNew |
$270K - $309K
|
3.41K
$447K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.34KNew |
$265K - $303K
|
3.34K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.32K+ 6.34% |
$263K - $300K
|
55.6K
$7.3M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.28KNew |
$260K - $297K
|
3.28K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$255K - $291K
|
3.21K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 220.55% |
$243K - $278K
|
4.46K
$586K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.06K+ 6.81% |
$243K - $277K
|
48.1K
$6.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.01KNew |
$239K - $273K
|
3.01K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3KNew |
$238K - $272K
|
3K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3KNew |
$238K - $272K
|
3K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.95KNew |
$234K - $267K
|
2.95K
$387K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2.94K+ 6.59% |
$233K - $266K
|
47.5K
$6.24M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 106.15% |
$231K - $264K
|
5.66K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.91KNew |
$230K - $263K
|
2.91K
$382K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.9K+ 55.73% |
$230K - $263K
|
8.11K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.86K+ 55.22% |
$226K - $259K
|
8.03K
$1.05M
|