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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
545+ 0.22% |
$15.1K - $17.9K
|
247K
$8.79M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
544+ 1.11% |
$15.1K - $17.9K
|
49.4K
$1.76M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
535+ 1.21% |
$14.8K - $17.6K
|
44.9K
$1.6M
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
525+ 2.31% |
$14.5K - $17.3K
|
23.3K
$829K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
503+ 5.5% |
$13.9K - $16.5K
|
9.64K
$344K
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
500+ 3.9% |
$13.8K - $16.4K
|
13.3K
$474K
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
495+ 6.06% |
$13.7K - $16.3K
|
8.67K
$309K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
449+ 632.39% |
$12.4K - $14.8K
|
520
$18.5K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
444+ 6.54% |
$12.3K - $14.6K
|
7.23K
$258K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
438+ 7.73% |
$12.1K - $14.4K
|
6.11K
$218K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
428+ 6.16% |
$11.8K - $14.1K
|
7.38K
$263K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
416+ 12.53% |
$11.5K - $13.7K
|
3.74K
$133K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
407New |
$11.3K - $13.4K
|
407
$14.5K
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
403+ 3.49% |
$11.2K - $13.3K
|
12K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
387New |
$10.7K - $12.7K
|
387
$13.8K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
380+ 5.08% |
$10.5K - $12.5K
|
7.86K
$280K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
372+ 1.8% |
$10.3K - $12.2K
|
21.1K
$750K
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
364+ 5.2% |
$10.1K - $12K
|
7.37K
$262K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
333+ 0.8% |
$9.21K - $11K
|
42K
$1.49M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
319+ 4.09% |
$8.83K - $10.5K
|
8.11K
$289K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
319+ 1.99% |
$8.83K - $10.5K
|
16.4K
$583K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
314+ 0.91% |
$8.69K - $10.3K
|
34.9K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
310+ 2.08% |
$8.58K - $10.2K
|
15.2K
$543K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
305+ 7.91% |
$8.44K - $10K
|
4.16K
$148K
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
298+ 3.77% |
$8.25K - $9.8K
|
8.2K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
296+ 2.22% |
$8.19K - $9.74K
|
13.6K
$486K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
283+ 32.05% |
$7.83K - $9.31K
|
1.17K
$41.5K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
275+ 0.09% |
$7.61K - $9.04K
|
295K
$10.5M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
273+ 21.13% |
$7.55K - $8.98K
|
1.57K
$55.8K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
246+ 1.08% |
$6.81K - $8.09K
|
23K
$818K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
241+ 1.94% |
$6.67K - $7.93K
|
12.6K
$450K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
238+ 2.12% |
$6.59K - $7.83K
|
11.5K
$408K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
218+ 13.87% |
$6.03K - $7.17K
|
1.79K
$63.8K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
208New |
$5.76K - $6.84K
|
208
$7.41K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
208+ 56.83% |
$5.76K - $6.84K
|
574
$20.5K
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 2.47% |
$5.53K - $6.58K
|
8.3K
$296K
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
200+ 2.75% |
$5.53K - $6.58K
|
7.48K
$267K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
190New |
$5.26K - $6.25K
|
190
$6.77K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
167+ 2.02% |
$4.62K - $5.49K
|
8.44K
$301K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
160New |
$4.43K - $5.26K
|
160
$5.7K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
144+ 4.75% |
$3.98K - $4.74K
|
3.18K
$113K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
141New |
$3.9K - $4.64K
|
141
$5.02K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
141+ 0.54% |
$3.9K - $4.64K
|
26.1K
$931K
|
|
Nov 14, 2022
Q3 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
128+ 31.3% |
$3.54K - $4.21K
|
537
$19.1K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
127+ 0.57% |
$3.51K - $4.18K
|
22.2K
$792K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101+ 26.79% |
$2.79K - $3.32K
|
478
$17K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
70+ 0.24% |
$1.94K - $2.3K
|
28.9K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
62+ 0.47% |
$1.72K - $2.04K
|
13.3K
$472K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62+ 2.71% |
$1.72K - $2.04K
|
2.35K
$83.6K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52+ 1.59% |
$1.44K - $1.71K
|
3.32K
$118K
|