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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 16.99% |
$108K - $124K
|
6.69K
$877K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.37K- 10.01% |
$108K - $124K
|
12.3K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.38K- 26.15% |
$109K - $125K
|
3.89K
$511K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.47K- 2.44% |
$116K - $133K
|
58.7K
$7.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.47K- 15.52% |
$116K - $133K
|
8K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.48K- 4.04% |
$117K - $134K
|
35.1K
$4.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.52K- 10.96% |
$120K - $137K
|
12.3K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.55K- 5.45% |
$123K - $140K
|
26.8K
$3.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.56K- 30.75% |
$124K - $141K
|
3.51K
$461K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.58K- 10.72% |
$125K - $143K
|
13.2K
$1.73M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.6K- 9.56% |
$127K - $145K
|
15.2K
$1.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.61K- 15.16% |
$127K - $145K
|
8.98K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.61K- 43.96% |
$128K - $146K
|
2.05K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.64K- 7.41% |
$130K - $148K
|
20.5K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.69K- 13.52% |
$134K - $153K
|
10.8K
$1.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.71K- 56.83% |
$135K - $154K
|
1.3K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.71K- 5.48% |
$135K - $155K
|
29.5K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.75K- 5.18% |
$139K - $158K
|
32K
$4.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-1.82K- 9.58% |
$144K - $165K
|
17.2K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 5.77% |
$147K - $168K
|
30.3K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.89K- 3.75% |
$150K - $171K
|
48.5K
$6.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.91K- 20.27% |
$151K - $172K
|
7.49K
$984K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 17.95% |
$152K - $173K
|
8.74K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.17K- 5.34% |
$172K - $197K
|
38.5K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.19K- 71.33% |
$173K - $198K
|
879
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.19K- 28.14% |
$174K - $198K
|
5.6K
$734K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-2.2K- 7.8% |
$174K - $199K
|
25.9K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.22K- 39.79% |
$176K - $201K
|
3.36K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.24K- 17.36% |
$177K - $203K
|
10.7K
$1.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.3K- 61.51% |
$182K - $208K
|
1.44K
$189K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-2.31K- 2.05% |
$183K - $209K
|
110K
$14.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 9.69% |
$187K - $214K
|
22K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.4K- 32.43% |
$190K - $217K
|
5K
$656K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.41K- 33.28% |
$191K - $218K
|
4.83K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 36.35% |
$193K - $220K
|
4.26K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.54K- 8.86% |
$201K - $230K
|
26.1K
$3.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.57K- 96.79% |
$203K - $232K
|
85
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.57K- 0.59% |
$204K - $233K
|
430K
$56.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.6K- 15.63% |
$206K - $235K
|
14K
$1.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.63K- 10.46% |
$209K - $238K
|
22.5K
$2.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.76K- 10.96% |
$219K - $250K
|
22.4K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.76K- 2.56% |
$219K - $250K
|
105K
$13.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.86K- 30.1% |
$226K - $258K
|
6.63K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.86K- 12.71% |
$227K - $259K
|
19.7K
$2.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.87K- 5.8% |
$227K - $260K
|
46.6K
$6.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.88K- 7.3% |
$228K - $261K
|
36.5K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.91K- 2.25% |
$230K - $263K
|
126K
$16.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.94K- 14.18% |
$233K - $266K
|
17.8K
$2.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.01K- 6.23% |
$238K - $272K
|
45.3K
$5.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 6.5% |
$245K - $280K
|
44.5K
$5.85M
|