Purchases and Sales Made in Q3 2022 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14.9K+ 29.08% |
$412K - $489K
|
66K
$2.35M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.8K+ 1.9% |
$410K - $487K
|
795K
$28.3M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.9KNew |
$384K - $456K
|
13.9K
$494K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.6KNew |
$350K - $416K
|
12.6K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12.4K+ 5.76% |
$344K - $409K
|
228K
$8.13M
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
12.3K+ 4.98% |
$340K - $405K
|
259K
$9.24M
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
12.3KNew |
$339K - $403K
|
12.3K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.7K+ 6.13% |
$324K - $385K
|
203K
$7.23M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.4KNew |
$317K - $376K
|
11.4K
$408K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11.2K+ 208.57% |
$309K - $367K
|
16.5K
$589K
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
11KNew |
$303K - $361K
|
11K
$391K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 24.93% |
$290K - $345K
|
52.5K
$1.87M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.4K+ 16.59% |
$289K - $343K
|
73.3K
$2.61M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.2KNew |
$282K - $335K
|
10.2K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10K+ 29.46% |
$277K - $330K
|
44.1K
$1.57M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.92K+ 23.12% |
$274K - $326K
|
52.8K
$1.88M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
9.85KNew |
$272K - $324K
|
9.85K
$351K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.83K+ 6.9% |
$272K - $323K
|
152K
$5.43M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.34K+ 5.21% |
$258K - $307K
|
189K
$6.72M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.16K+ 10.85% |
$253K - $301K
|
93.5K
$3.33M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.16KNew |
$253K - $301K
|
9.16K
$326K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.02KNew |
$250K - $297K
|
9.02K
$321K
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
8.91KNew |
$246K - $293K
|
8.91K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 22.62% |
$246K - $293K
|
48.2K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
8.76K+ 119.28% |
$242K - $288K
|
16.1K
$574K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.65KNew |
$239K - $285K
|
8.65K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.62KNew |
$239K - $284K
|
8.62K
$307K
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.56KNew |
$237K - $282K
|
8.56K
$305K
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.55K+ 4.75% |
$237K - $281K
|
189K
$6.72M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
8.28K+ 20.37% |
$229K - $272K
|
48.9K
$1.74M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.04K+ 13.99% |
$222K - $264K
|
65.5K
$2.33M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.75KNew |
$214K - $255K
|
7.75K
$276K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.2K+ 3.18% |
$199K - $237K
|
234K
$8.33M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7K+ 33.29% |
$194K - $230K
|
28K
$999K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.76K+ 7038.54% |
$187K - $222K
|
6.85K
$244K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.76K+ 4.48% |
$187K - $222K
|
158K
$5.62M
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
6.37K+ 6.6% |
$176K - $210K
|
103K
$3.67M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.28K+ 232.88% |
$174K - $207K
|
8.98K
$320K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
6.25K+ 23.68% |
$173K - $205K
|
32.6K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
6.07K+ 83.43% |
$168K - $199K
|
13.3K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.05K+ 7.97% |
$167K - $199K
|
81.9K
$2.92M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
5.85K+ 29.62% |
$162K - $192K
|
25.6K
$912K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.68K+ 13.06% |
$157K - $187K
|
49.2K
$1.75M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.54KNew |
$153K - $182K
|
5.54K
$197K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.5KNew |
$152K - $181K
|
5.5K
$196K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.42K+ 29.33% |
$150K - $178K
|
23.9K
$851K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 23.14% |
$146K - $174K
|
28.1K
$1M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.15KNew |
$143K - $169K
|
5.15K
$184K
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.11K+ 17.82% |
$142K - $168K
|
33.8K
$1.2M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.05K+ 79.84% |
$140K - $166K
|
11.4K
$405K
|