Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) 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 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 26.05% |
$476K - $579K
|
24.2K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.74K- 1.71% |
$488K - $594K
|
503K
$38.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9.93K- 1.46% |
$555K - $675K
|
672K
$51.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.4K- 20.02% |
$639K - $778K
|
45.7K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-11.6K- 98.81% |
$645K - $785K
|
139
$10.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-15.1K- 4.01% |
$841K - $1.02M
|
360K
$27.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-15.3K- 14.74% |
$856K - $1.04M
|
88.6K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-15.7K- 29.48% |
$876K - $1.07M
|
37.5K
$2.86M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-16K- 39.52% |
$893K - $1.09M
|
24.5K
$1.87M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-18.3K- 33.72% |
$1.02M - $1.24M
|
35.9K
$2.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.1K- 63.44% |
$1.07M - $1.3M
|
11K
$841K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 46.51% |
$1.12M - $1.36M
|
23K
$1.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.4K- 10.45% |
$1.14M - $1.39M
|
175K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.9K- 1.35% |
$1.28M - $1.56M
|
1.67M
$128M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.2K- 10.96% |
$1.35M - $1.64M
|
197K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-24.8K- 83.39% |
$1.38M - $1.68M
|
4.94K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-25.9K- 4.02% |
$1.45M - $1.76M
|
618K
$47.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.8K- 8.48% |
$1.5M - $1.82M
|
290K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-27.8K- 3.6% |
$1.55M - $1.89M
|
744K
$56.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.7K- 33.16% |
$1.72M - $2.09M
|
62K
$4.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-32.2K- 12.01% |
$1.8M - $2.19M
|
236K
$18M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-38.6K- 9.16% |
$2.15M - $2.62M
|
382K
$29.2M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-39.1K- 91.2% |
$2.18M - $2.66M
|
3.77K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-47.1K- 62.57% |
$2.63M - $3.2M
|
28.2K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.7K- 14.81% |
$2.66M - $3.24M
|
275K
$21M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52.9K- 39.23% |
$2.95M - $3.59M
|
81.9K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-84.9K- 4.15% |
$4.74M - $5.77M
|
1.96M
$150M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-89.2K- 9.15% |
$4.98M - $6.06M
|
886K
$67.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-160K- 62.15% |
$8.91M - $10.8M
|
97.2K
$7.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-164K- 31.38% |
$9.18M - $11.2M
|
360K
$27.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-177K- 84.41% |
$9.87M - $12M
|
32.7K
$2.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-178K- 13.25% |
$9.95M - $12.1M
|
1.17M
$89.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-181K- 26.37% |
$10.1M - $12.3M
|
506K
$38.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-189K- 1.41% |
$10.5M - $12.8M
|
13.2M
$1B
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-201K- 44.52% |
$11.2M - $13.7M
|
251K
$19.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-217K- 52.21% |
$12.1M - $14.7M
|
199K
$15.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-248K- 57.69% |
$13.9M - $16.9M
|
182K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-295K- 16.02% |
$16.5M - $20M
|
1.55M
$118M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-467K- 14.36% |
$26.1M - $31.7M
|
2.78M
$213M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.48M- 41.45% |
$82.9M - $101M
|
2.1M
$160M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.8M- 99.99% |
$717M - $873M
|
1.58K
$121K
|