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 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.96K+ 145.78% |
$137K - $163K
|
8.35K
$298K
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 8.07% |
$136K - $161K
|
65.6K
$2.34M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.82K+ 20.83% |
$133K - $159K
|
28K
$996K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.52K+ 5.47% |
$125K - $149K
|
87K
$3.1M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
4.23K+ 8.52% |
$117K - $139K
|
53.9K
$1.92M
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.17K+ 33.47% |
$115K - $137K
|
16.6K
$592K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.08K+ 9.95% |
$113K - $134K
|
45K
$1.6M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
4K+ 4.85% |
$111K - $132K
|
86.6K
$3.09M
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.81K+ 21.6% |
$105K - $125K
|
21.5K
$764K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.81K+ 2.38% |
$105K - $125K
|
164K
$5.84M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.64KNew |
$101K - $120K
|
3.64K
$130K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.61K+ 22.72% |
$99.8K - $119K
|
19.5K
$694K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
3.6KNew |
$99.6K - $118K
|
3.6K
$128K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$99.6K - $118K
|
3.6K
$128K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.57K+ 4.24% |
$98.7K - $117K
|
87.8K
$3.13M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.44K+ 2.19% |
$95K - $113K
|
160K
$5.71M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.41K+ 43.55% |
$94.3K - $112K
|
11.2K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.37K+ 1.64% |
$93.3K - $111K
|
210K
$7.47M
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.24K+ 30.58% |
$89.7K - $107K
|
13.8K
$493K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.22K+ 24.52% |
$89.2K - $106K
|
16.4K
$583K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.22K+ 38.6% |
$89K - $106K
|
11.5K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.2K+ 14.83% |
$88.6K - $105K
|
24.8K
$883K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.09K+ 30.75% |
$85.4K - $101K
|
13.1K
$468K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.99K+ 48.06% |
$82.8K - $98.5K
|
9.22K
$329K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
2.98K+ 10.65% |
$82.3K - $97.8K
|
30.9K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.92K+ 9.49% |
$80.8K - $96K
|
33.7K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.91K+ 12.69% |
$80.5K - $95.7K
|
25.8K
$921K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.8K+ 12.09% |
$77.6K - $92.2K
|
26K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.72K+ 8.11% |
$75.2K - $89.3K
|
36.2K
$1.29M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66K+ 4.76% |
$73.7K - $87.6K
|
58.7K
$2.09M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.61K+ 11.32% |
$72.3K - $86K
|
25.7K
$916K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.61K+ 48.56% |
$72.1K - $85.7K
|
7.97K
$284K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.58K+ 213.5% |
$71.3K - $84.8K
|
3.78K
$135K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.54K+ 13.96% |
$70.3K - $83.6K
|
20.8K
$740K
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
2.54K+ 34.34% |
$70.1K - $83.4K
|
9.92K
$353K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.47K+ 163.1% |
$68.4K - $81.3K
|
3.99K
$142K
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.34K+ 8.71% |
$64.7K - $76.9K
|
29.2K
$1.04M
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.31K+ 4.55% |
$63.8K - $75.8K
|
52.9K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.25K+ 15.35% |
$62.1K - $73.8K
|
16.9K
$601K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.16K+ 0.63% |
$59.6K - $70.9K
|
346K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2.12K+ 6.12% |
$58.5K - $69.6K
|
36.7K
$1.31M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 9.35% |
$57.3K - $68.1K
|
24.2K
$862K
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.01K+ 3.21% |
$55.7K - $66.2K
|
64.7K
$2.31M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.97K+ 6.26% |
$54.6K - $64.9K
|
33.5K
$1.19M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 12.39% |
$53.8K - $64K
|
17.6K
$629K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.9K+ 1.37% |
$52.5K - $62.4K
|
140K
$5M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.88K+ 1.08% |
$51.9K - $61.7K
|
175K
$6.24M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.61K+ 18.3% |
$44.5K - $53K
|
10.4K
$371K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$43.4K - $51.6K
|
1.57K
$55.9K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.55K+ 13.17% |
$42.9K - $51K
|
13.3K
$475K
|