Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.15K- 7.1% |
$249K - $285K
|
41.1K
$5.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.22K- 15.33% |
$255K - $291K
|
17.8K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.25K- 28.02% |
$258K - $294K
|
8.35K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.29K- 49.1% |
$261K - $298K
|
3.41K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.31K- 17.76% |
$262K - $300K
|
15.3K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.43K- 12.23% |
$272K - $310K
|
24.6K
$3.14M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.44K- 5.89% |
$273K - $312K
|
55K
$7.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.46K- 8.23% |
$274K - $314K
|
38.6K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.52K- 10.1% |
$279K - $319K
|
31.4K
$4.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.54K- 4.89% |
$280K - $320K
|
68.8K
$8.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.59K- 6.17% |
$284K - $325K
|
54.5K
$6.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-3.61K- 13.09% |
$286K - $327K
|
24K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 19.84% |
$292K - $334K
|
14.9K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.95K- 12.82% |
$313K - $358K
|
26.9K
$3.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.98K- 7.0% |
$315K - $360K
|
52.8K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.99K- 9.64% |
$316K - $361K
|
37.4K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.1K- 19.86% |
$325K - $371K
|
16.5K
$2.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.14K- 46.71% |
$328K - $375K
|
4.72K
$604K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.49K- 87.92% |
$356K - $406K
|
617
$78.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.76K- 6.74% |
$377K - $431K
|
65.9K
$8.42M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.81K- 37.7% |
$381K - $436K
|
7.95K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.94K- 8.9% |
$391K - $447K
|
50.6K
$6.47M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.08K- 1.37% |
$402K - $460K
|
367K
$46.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.14K- 99.92% |
$407K - $465K
|
4
$511
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-5.17K- 32.63% |
$410K - $468K
|
10.7K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-5.36K- 22.95% |
$424K - $485K
|
18K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.46K- 3.62% |
$433K - $494K
|
145K
$18.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.17K- 13.37% |
$489K - $559K
|
40K
$5.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.21K- 40.01% |
$492K - $562K
|
9.32K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.22K- 1.31% |
$493K - $563K
|
467K
$59.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.23K- 5.74% |
$493K - $564K
|
102K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.23K- 13.78% |
$494K - $564K
|
39K
$4.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-6.51K- 8.95% |
$516K - $590K
|
66.3K
$8.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 11.87% |
$525K - $600K
|
49.2K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.83K- 12.62% |
$541K - $618K
|
47.3K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.83K- 22.12% |
$541K - $619K
|
24.1K
$3.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.9K- 14.58% |
$546K - $624K
|
40.4K
$5.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7K- 8.78% |
$554K - $634K
|
72.7K
$9.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7K- 1.87% |
$555K - $634K
|
368K
$47.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.08K- 3.31% |
$561K - $641K
|
207K
$26.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-7.21K- 15.58% |
$571K - $653K
|
39.1K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.29K- 21.32% |
$578K - $660K
|
26.9K
$3.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7.36K- 44.9% |
$583K - $667K
|
9.04K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.71K- 5.46% |
$610K - $698K
|
134K
$17.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.85K- 17.27% |
$622K - $711K
|
37.6K
$4.81M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.9K- 9.48% |
$626K - $715K
|
75.4K
$9.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.4K- 42.98% |
$665K - $760K
|
11.1K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.57K- 91.03% |
$679K - $776K
|
845
$108K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-8.74K- 32.66% |
$693K - $792K
|
18K
$2.3M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.75K- 21.87% |
$693K - $792K
|
31.2K
$3.99M
|