Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) 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 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
459+ 2.64% |
$25.6K - $30.8K
|
17.9K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
450+ 3.27% |
$25.1K - $30.2K
|
14.2K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
448+ 12.39% |
$25K - $30.1K
|
4.06K
$323K
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
435+ 1.83% |
$24.3K - $29.2K
|
24.2K
$1.93M
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
426+ 13.35% |
$23.7K - $28.6K
|
3.62K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
405+ 8.01% |
$22.6K - $27.2K
|
5.46K
$435K
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
378+ 0.89% |
$21.1K - $25.4K
|
43K
$3.43M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
377+ 28.69% |
$21K - $25.3K
|
1.69K
$135K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
377+ 9.86% |
$21K - $25.3K
|
4.2K
$334K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
349+ 9.13% |
$19.5K - $23.5K
|
4.17K
$332K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
338+ 6.18% |
$18.8K - $22.7K
|
5.81K
$462K
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
330+ 7.89% |
$18.4K - $22.2K
|
4.51K
$359K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
327+ 0.77% |
$18.2K - $22K
|
43K
$3.42M
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
314+ 3.64% |
$17.5K - $21.1K
|
8.94K
$711K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
311+ 3.68% |
$17.3K - $20.9K
|
8.76K
$697K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
309+ 0.07% |
$17.2K - $20.8K
|
417K
$33.2M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
307New |
$17.1K - $20.6K
|
307
$24.4K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
301+ 61.05% |
$16.8K - $20.2K
|
794
$63.2K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
300New |
$16.7K - $20.2K
|
300
$23.9K
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
288+ 2.74% |
$16.1K - $19.4K
|
10.8K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
286+ 0.28% |
$15.9K - $19.2K
|
103K
$8.19M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
280+ 1.19% |
$15.6K - $18.8K
|
23.9K
$1.9M
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
263+ 2.36% |
$14.7K - $17.7K
|
11.4K
$908K
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
259+ 1.68% |
$14.4K - $17.4K
|
15.7K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
258+ 4.93% |
$14.4K - $17.3K
|
5.49K
$437K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
250+ 10.6% |
$13.9K - $16.8K
|
2.61K
$208K
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
250+ 5.01% |
$13.9K - $16.8K
|
5.24K
$417K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
246+ 4.51% |
$13.7K - $16.5K
|
5.71K
$454K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
245+ 1.92% |
$13.7K - $16.5K
|
13K
$1.04M
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
241+ 8.23% |
$13.4K - $16.2K
|
3.17K
$252K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
238+ 13.99% |
$13.3K - $16K
|
1.94K
$154K
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
227+ 6.18% |
$12.7K - $15.3K
|
3.9K
$310K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
221+ 55.67% |
$12.3K - $14.9K
|
618
$49.2K
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
214+ 4.77% |
$11.9K - $14.4K
|
4.71K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
204+ 3.21% |
$11.4K - $13.7K
|
6.57K
$523K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
203+ 15.16% |
$11.3K - $13.6K
|
1.54K
$123K
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
193+ 3.17% |
$10.8K - $13K
|
6.29K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
190New |
$10.6K - $12.8K
|
190
$15.1K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.26% |
$10.1K - $12.2K
|
8.23K
$655K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
167New |
$9.31K - $11.2K
|
167
$13.3K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150New |
$8.36K - $10.1K
|
150
$11.9K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
146+ 1.78% |
$8.14K - $9.81K
|
8.34K
$664K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
143+ 30.04% |
$7.97K - $9.61K
|
619
$49.3K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
134+ 14.87% |
$7.47K - $9K
|
1.04K
$82.4K
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
130+ 3.44% |
$7.25K - $8.74K
|
3.91K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126+ 1.24% |
$7.02K - $8.47K
|
10.3K
$820K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
123+ 12.83% |
$6.86K - $8.27K
|
1.08K
$86.1K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
122+ 0.67% |
$6.8K - $8.2K
|
18.3K
$1.46M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
116+ 5.92% |
$6.47K - $7.8K
|
2.08K
$165K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
111+ 1.76% |
$6.19K - $7.46K
|
6.43K
$512K
|