Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
967+ 2.06% |
$78.6K - $99.2K
|
48K
$6.14M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
953+ 4.89% |
$77.5K - $97.8K
|
20.4K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
942+ 33.95% |
$76.6K - $96.6K
|
3.72K
$475K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
856+ 1.03% |
$69.6K - $87.8K
|
83.8K
$10.7M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
854+ 0.47% |
$69.4K - $87.6K
|
183K
$23.5M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
853+ 61.19% |
$69.3K - $87.5K
|
2.25K
$287K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
843+ 22.13% |
$68.5K - $86.5K
|
4.65K
$595K
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
830+ 26.48% |
$67.5K - $85.1K
|
3.97K
$507K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
824+ 1.58% |
$67K - $84.5K
|
52.9K
$6.76M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
803+ 9.79% |
$65.3K - $82.4K
|
9K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
803+ 7.98% |
$65.3K - $82.4K
|
10.9K
$1.39M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
789+ 1.44% |
$64.1K - $80.9K
|
55.5K
$7.09M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
730+ 6.17% |
$59.3K - $74.9K
|
12.6K
$1.6M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
728+ 32.7% |
$59.2K - $74.7K
|
2.95K
$378K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
718New |
$58.4K - $73.7K
|
718
$91.8K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
700+ 14.84% |
$56.9K - $71.8K
|
5.42K
$692K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
679+ 5.44% |
$55.2K - $69.7K
|
13.2K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$52.7K - $66.5K
|
648
$82.8K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
591+ 2.94% |
$48K - $60.6K
|
20.7K
$2.64M
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
576+ 2.19% |
$46.8K - $59.1K
|
26.8K
$3.43M
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
506+ 3.45% |
$41.1K - $51.9K
|
15.2K
$1.94M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
480+ 10.78% |
$39K - $49.2K
|
4.93K
$630K
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
460+ 0.26% |
$37.4K - $47.2K
|
179K
$22.9M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
458+ 18.95% |
$37.2K - $47K
|
2.88K
$367K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
455+ 13.91% |
$37K - $46.7K
|
3.73K
$476K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
430+ 2.32% |
$34.9K - $44.1K
|
19K
$2.43M
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
429+ 3.91% |
$34.9K - $44K
|
11.4K
$1.46M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
424+ 1.09% |
$34.5K - $43.5K
|
39.2K
$5.02M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
415+ 0.23% |
$33.7K - $42.6K
|
179K
$22.8M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
412+ 5.18% |
$33.5K - $42.3K
|
8.36K
$1.07M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
411+ 4.62% |
$33.4K - $42.2K
|
9.3K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
408+ 4.61% |
$33.2K - $41.9K
|
9.26K
$1.18M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
403+ 11.43% |
$32.8K - $41.3K
|
3.93K
$502K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 13.82% |
$32.5K - $41K
|
3.3K
$421K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
394New |
$32K - $40.4K
|
394
$50.4K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
386+ 1135.29% |
$31.4K - $39.6K
|
420
$53.7K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
380+ 3.06% |
$30.9K - $39K
|
12.8K
$1.64M
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
363+ 0.43% |
$29.5K - $37.2K
|
84.1K
$10.8M
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
358New |
$29.1K - $36.7K
|
358
$45.8K
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
346+ 14.62% |
$28.1K - $35.5K
|
2.71K
$347K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
344+ 13.11% |
$28K - $35.3K
|
2.97K
$379K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342+ 1.32% |
$27.8K - $35.1K
|
26.3K
$3.37M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
311+ 5.79% |
$25.3K - $31.9K
|
5.69K
$727K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
289+ 6.1% |
$23.5K - $29.6K
|
5.03K
$642K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
274+ 2.24% |
$22.3K - $28.1K
|
12.5K
$1.6M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
273+ 11.47% |
$22.2K - $28K
|
2.65K
$339K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
272+ 0.34% |
$22.1K - $27.9K
|
80.8K
$10.3M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
268+ 0.67% |
$21.8K - $27.5K
|
40.5K
$5.18M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
267+ 1.08% |
$21.7K - $27.4K
|
24.9K
$3.19M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
266+ 1.63% |
$21.6K - $27.3K
|
16.6K
$2.12M
|