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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.34% |
$731 - $923
|
2.65K
$338K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7New |
$569 - $718
|
7
$895
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 0.08% |
$488 - $615
|
7.52K
$962K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.2% |
$488 - $615
|
2.99K
$382K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.17% |
$325 - $410
|
2.4K
$307K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.05% |
$325 - $410
|
7.81K
$998K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 21.43% |
$244 - $308
|
17
$2.17K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$163 - $205
|
535
$68.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$163 - $205
|
2.94K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.47% |
$163 - $205
|
428
$54.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.13% |
$163 - $205
|
1.55K
$198K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$163 - $205
|
4.24K
$542K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10- 7.09% |
$813 - $1.03K
|
131
$16.7K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10- 0.31% |
$813 - $1.03K
|
3.2K
$408K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.48% |
$975 - $1.23K
|
2.49K
$319K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-13- 11.71% |
$1.06K - $1.33K
|
98
$12.5K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$1.46K - $1.85K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-26- 0.42% |
$2.11K - $2.67K
|
6.13K
$784K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-28- 8.16% |
$2.28K - $2.87K
|
315
$40.3K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-31- 0.28% |
$2.52K - $3.18K
|
11.2K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-39- 90.7% |
$3.17K - $4K
|
4
$511
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-55- 9.65% |
$4.47K - $5.64K
|
515
$65.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66Closed |
$5.36K - $6.77K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-67- 2.35% |
$5.45K - $6.87K
|
2.78K
$356K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-69- 51.49% |
$5.61K - $7.08K
|
65
$8.31K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-72- 0.33% |
$5.85K - $7.39K
|
22K
$2.81M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-74- 0.81% |
$6.01K - $7.59K
|
9.04K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-75Closed |
$6.1K - $7.69K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75- 1.95% |
$6.1K - $7.69K
|
3.77K
$481K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-79- 1.27% |
$6.42K - $8.1K
|
6.13K
$784K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-79- 3.01% |
$6.42K - $8.1K
|
2.55K
$326K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-87- 1.5% |
$7.07K - $8.92K
|
5.72K
$731K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-97- 3.25% |
$7.88K - $9.95K
|
2.89K
$369K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 9.47% |
$8.13K - $10.3K
|
956
$122K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-102- 1.08% |
$8.29K - $10.5K
|
9.35K
$1.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-104- 1.53% |
$8.45K - $10.7K
|
6.69K
$855K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-104- 14.71% |
$8.45K - $10.7K
|
603
$77.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-114- 0.06% |
$9.26K - $11.7K
|
190K
$24.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 21.55% |
$10.2K - $12.8K
|
455
$58.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-141- 2.12% |
$11.5K - $14.5K
|
6.52K
$833K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-150- 5.72% |
$12.2K - $15.4K
|
2.47K
$316K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-154- 0.44% |
$12.5K - $15.8K
|
35K
$4.47M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-155- 2.6% |
$12.6K - $15.9K
|
5.81K
$743K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-157- 16.41% |
$12.8K - $16.1K
|
800
$102K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-171- 2.57% |
$13.9K - $17.5K
|
6.47K
$827K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-188- 0.42% |
$15.3K - $19.3K
|
45K
$5.75M
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-193- 0.9% |
$15.7K - $19.8K
|
21.3K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-201- 6.81% |
$16.3K - $20.6K
|
2.75K
$352K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-209- 0.57% |
$17K - $21.4K
|
36.2K
$4.62M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-222- 7.26% |
$18K - $22.8K
|
2.84K
$362K
|