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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 4.36% |
$41.5K - $49.4K
|
35.9K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.46K+ 20.78% |
$40.3K - $47.9K
|
8.46K
$301K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.42K+ 9.75% |
$39.2K - $46.6K
|
16K
$569K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.4K+ 11.69% |
$38.8K - $46.1K
|
13.4K
$477K
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.38K+ 18.21% |
$38.1K - $45.3K
|
8.94K
$318K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.38K+ 5.84% |
$38K - $45.2K
|
24.9K
$888K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.37K+ 5.64% |
$37.9K - $45.1K
|
25.6K
$914K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.35K+ 8.71% |
$37.5K - $44.5K
|
16.9K
$602K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.35K+ 16.1% |
$37.4K - $44.5K
|
9.75K
$347K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.34K+ 20.98% |
$37.1K - $44.1K
|
7.73K
$275K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 13.69% |
$36.9K - $43.8K
|
11.1K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 13.69% |
$36.9K - $43.8K
|
11.1K
$394K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.3K+ 1.53% |
$36.1K - $42.9K
|
86.7K
$3.09M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.3K+ 6.18% |
$36K - $42.8K
|
22.4K
$797K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.27K+ 7.77% |
$35.1K - $41.7K
|
17.6K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.25K+ 3.63% |
$34.6K - $41.1K
|
35.6K
$1.27M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 266.67% |
$33.2K - $39.5K
|
1.65K
$58.8K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.14K+ 0.92% |
$31.5K - $37.5K
|
125K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 6.14% |
$31.2K - $37.1K
|
19.5K
$695K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.1K+ 13.42% |
$30.4K - $36.1K
|
9.27K
$330K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$29.7K - $35.3K
|
9.75K
$347K
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.07K+ 2.03% |
$29.6K - $35.2K
|
53.7K
$1.91M
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.02K+ 9.39% |
$28.3K - $33.6K
|
11.9K
$425K
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.01K+ 3.25% |
$27.9K - $33.1K
|
32K
$1.14M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1K+ 7.81% |
$27.7K - $32.9K
|
13.8K
$492K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
940New |
$26K - $30.9K
|
940
$33.5K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
933+ 8.18% |
$25.8K - $30.7K
|
12.3K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850+ 11.93% |
$23.5K - $28K
|
7.98K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
850+ 9.26% |
$23.5K - $28K
|
10K
$357K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
817+ 81700.0% |
$22.6K - $26.9K
|
818
$29.1K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
817+ 17.21% |
$22.6K - $26.9K
|
5.57K
$198K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
814+ 6.64% |
$22.5K - $26.8K
|
13.1K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
800+ 2.62% |
$22.1K - $26.3K
|
31.3K
$1.12M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
790+ 9.43% |
$21.9K - $26K
|
9.17K
$327K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
790+ 9.43% |
$21.9K - $26K
|
9.17K
$327K
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
770+ 2.66% |
$21.3K - $25.3K
|
29.7K
$1.06M
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
745+ 6.37% |
$20.6K - $24.5K
|
12.4K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
695+ 7.72% |
$19.2K - $22.9K
|
9.7K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
649+ 5.54% |
$18K - $21.3K
|
12.4K
$441K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
632+ 0.59% |
$17.5K - $20.8K
|
109K
$3.87M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
615+ 6.31% |
$17K - $20.2K
|
10.4K
$369K
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
603+ 7.75% |
$16.7K - $19.8K
|
8.39K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
590+ 2.29% |
$16.3K - $19.4K
|
26.3K
$938K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
588+ 7.21% |
$16.3K - $19.3K
|
8.74K
$311K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
578+ 1.82% |
$16K - $19K
|
32.3K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
571+ 4.04% |
$15.8K - $18.8K
|
14.7K
$524K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
567New |
$15.7K - $18.6K
|
567
$20.2K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
560+ 1.16% |
$15.5K - $18.4K
|
48.9K
$1.74M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
556+ 3.98% |
$15.4K - $18.3K
|
14.5K
$518K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
547+ 21.03% |
$15.1K - $18K
|
3.15K
$112K
|