Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
908+ 34.67% |
$72.1K - $87.1K
|
3.53K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
893+ 8.26% |
$70.9K - $85.7K
|
11.7K
$1.5M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
885New |
$70.3K - $84.9K
|
885
$113K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
869+ 2.64% |
$69K - $83.4K
|
33.8K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
857+ 5.45% |
$68.1K - $82.2K
|
16.6K
$2.12M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
819+ 30.75% |
$65K - $78.6K
|
3.48K
$445K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
817+ 3.84% |
$64.9K - $78.4K
|
22.1K
$2.82M
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
814+ 5.23% |
$64.6K - $78.1K
|
16.4K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
809+ 6.69% |
$64.2K - $77.6K
|
12.9K
$1.65M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
803+ 0.1% |
$63.8K - $77.1K
|
814K
$104M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
794+ 1.5% |
$63.1K - $76.2K
|
53.7K
$6.86M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
787+ 219.83% |
$62.5K - $75.5K
|
1.15K
$146K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
737+ 19.83% |
$58.5K - $70.7K
|
4.45K
$569K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
720+ 1.45% |
$57.2K - $69.1K
|
50.4K
$6.44M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
675+ 10.01% |
$53.6K - $64.8K
|
7.42K
$948K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
667+ 3.73% |
$53K - $64K
|
18.6K
$2.37M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
656+ 1.48% |
$52.1K - $63K
|
44.9K
$5.74M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
646New |
$51.3K - $62K
|
646
$82.6K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
627New |
$49.8K - $60.2K
|
627
$80.1K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
619+ 39.96% |
$49.2K - $59.4K
|
2.17K
$277K
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
596+ 19.32% |
$47.3K - $57.2K
|
3.68K
$470K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
594+ 3.74% |
$47.2K - $57K
|
16.5K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
583+ 8328.57% |
$46.3K - $56K
|
590
$75.4K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
563+ 12.71% |
$44.7K - $54K
|
4.99K
$638K
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
540+ 15.4% |
$42.9K - $51.8K
|
4.05K
$517K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
524+ 11.26% |
$41.6K - $50.3K
|
5.18K
$662K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
516+ 13.13% |
$41K - $49.5K
|
4.45K
$568K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
504+ 70.19% |
$40K - $48.4K
|
1.22K
$156K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
494+ 0.74% |
$39.2K - $47.4K
|
67.3K
$8.61M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
491+ 5.45% |
$39K - $47.1K
|
9.49K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
480+ 0.2% |
$38.1K - $46.1K
|
245K
$31.3M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
477+ 3.73% |
$37.9K - $45.8K
|
13.3K
$1.7M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
447+ 3.25% |
$35.5K - $42.9K
|
14.2K
$1.81M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
440+ 3.93% |
$34.9K - $42.2K
|
11.6K
$1.49M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
437+ 1.23% |
$34.7K - $41.9K
|
35.9K
$4.58M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
434+ 16.9% |
$34.5K - $41.7K
|
3K
$384K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
402+ 44.67% |
$31.9K - $38.6K
|
1.3K
$166K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
398+ 0.55% |
$31.6K - $38.2K
|
72.4K
$9.25M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
390+ 11.37% |
$31K - $37.4K
|
3.82K
$488K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
377+ 14.12% |
$29.9K - $36.2K
|
3.05K
$389K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
370+ 3.75% |
$29.4K - $35.5K
|
10.2K
$1.31M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
367+ 7.64% |
$29.1K - $35.2K
|
5.17K
$661K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
268+ 4.34% |
$21.3K - $25.7K
|
6.44K
$824K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
260+ 10.63% |
$20.6K - $25K
|
2.71K
$346K
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
257+ 0.44% |
$20.4K - $24.7K
|
58.1K
$7.42M
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
241+ 2.34% |
$19.1K - $23.1K
|
10.6K
$1.35M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
230New |
$18.3K - $22.1K
|
230
$29.4K
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
210+ 1.39% |
$16.7K - $20.2K
|
15.4K
$1.96M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
207New |
$16.4K - $19.9K
|
207
$26.5K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
204+ 3.15% |
$16.2K - $19.6K
|
6.68K
$853K
|