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
|
Objective Capital Management, LLC
|
BUY
|
- |
50+ 0.12% |
$1.38K - $1.64K
|
42.9K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
46+ 6.28% |
$1.27K - $1.51K
|
779
$27.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 16.54% |
$1.25K - $1.48K
|
317
$11.3K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
45+ 0.13% |
$1.25K - $1.48K
|
34K
$1.21M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
39New |
$1.08K - $1.28K
|
39
$1.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31+ 7.31% |
$858 - $1.02K
|
455
$16.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$747 - $888
|
27
$962
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 6.29% |
$553 - $658
|
338
$12K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 0.29% |
$277 - $329
|
3.4K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$55.3 - $65.8
|
469
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$27.7 - $32.9
|
233
$8.3K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$27.7 - $32.9
|
9.19K
$328K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-4- 0.14% |
$111 - $132
|
2.92K
$104K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8- 7.48% |
$221 - $263
|
99
$3.53K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-13- 0.06% |
$360 - $428
|
21.8K
$776K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-15- 88.24% |
$415 - $493
|
2
$71.3
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-22- 2.68% |
$609 - $724
|
800
$28.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-39- 0.14% |
$1.08K - $1.28K
|
27.3K
$972K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-51- 14.21% |
$1.41K - $1.68K
|
308
$11K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-60- 0.6% |
$1.66K - $1.97K
|
9.9K
$353K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-77- 0.47% |
$2.13K - $2.53K
|
16.3K
$582K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-93- 0.24% |
$2.57K - $3.06K
|
38.1K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-97- 4.01% |
$2.68K - $3.19K
|
2.32K
$82.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-116- 22.26% |
$3.21K - $3.82K
|
405
$14.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-124- 1.36% |
$3.43K - $4.08K
|
9K
$321K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 2.29% |
$3.46K - $4.11K
|
5.34K
$190K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-127- 6.17% |
$3.51K - $4.18K
|
1.93K
$68.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-140- 1.38% |
$3.87K - $4.6K
|
10K
$357K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-152- 5.04% |
$4.21K - $5K
|
2.86K
$102K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-165- 1.75% |
$4.57K - $5.43K
|
9.29K
$331K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-180- 1.79% |
$4.98K - $5.92K
|
9.89K
$352K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-187- 19.73% |
$5.17K - $6.15K
|
761
$27.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.85% |
$5.17K - $6.15K
|
21.8K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-190- 0.17% |
$5.26K - $6.25K
|
110K
$3.91M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-207- 2.04% |
$5.73K - $6.81K
|
9.94K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-220- 0.44% |
$6.09K - $7.24K
|
49.3K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-226- 7.31% |
$6.25K - $7.43K
|
2.86K
$102K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-235- 2.11% |
$6.5K - $7.73K
|
10.9K
$388K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-256- 33.86% |
$7.08K - $8.42K
|
500
$17.8K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274- 70.8% |
$7.58K - $9.01K
|
113
$4.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-274- 0.53% |
$7.58K - $9.01K
|
51.8K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-286- 35.48% |
$7.91K - $9.41K
|
520
$18.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-286- 1.49% |
$7.91K - $9.41K
|
19K
$676K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-300- 1.56% |
$8.3K - $9.87K
|
18.9K
$675K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-343- 9.25% |
$9.49K - $11.3K
|
3.37K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-359- 29.05% |
$9.93K - $11.8K
|
877
$31.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-369- 4.0% |
$10.2K - $12.1K
|
8.86K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.21% |
$10.5K - $12.5K
|
31.2K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-395- 0.58% |
$10.9K - $13K
|
67.4K
$2.4M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$11.1K - $13.2K
|
0
$0
|