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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-435- 9.8% |
$34.5K - $39.4K
|
4.01K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-441- 25.4% |
$34.9K - $39.9K
|
1.3K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-442- 2.82% |
$35K - $40K
|
15.2K
$1.95M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-511- 13.72% |
$40.5K - $46.3K
|
3.21K
$411K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-518- 3.01% |
$41K - $46.9K
|
16.7K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-523- 7.66% |
$41.4K - $47.3K
|
6.31K
$806K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-533- 11.93% |
$42.2K - $48.3K
|
3.94K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-552- 3.89% |
$43.7K - $50K
|
13.6K
$1.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-564- 79.77% |
$44.7K - $51.1K
|
143
$18.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-575- 18.86% |
$45.6K - $52.1K
|
2.47K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-578- 8.91% |
$45.8K - $52.3K
|
5.91K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-582- 13.07% |
$46.1K - $52.7K
|
3.87K
$495K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-594- 3.61% |
$47.1K - $53.8K
|
15.9K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-613- 4.45% |
$48.6K - $55.5K
|
13.2K
$1.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-625- 1.74% |
$49.5K - $56.6K
|
35.2K
$4.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-632- 4.26% |
$50.1K - $57.2K
|
14.2K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-634- 12.7% |
$50.2K - $57.4K
|
4.36K
$557K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-673- 3.81% |
$53.3K - $60.9K
|
17K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-687- 8.9% |
$54.4K - $62.2K
|
7.03K
$898K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-725- 2.25% |
$57.4K - $65.6K
|
31.5K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-751- 14.96% |
$59.5K - $68K
|
4.27K
$546K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-761- 5.54% |
$60.3K - $68.9K
|
13K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-763- 7.22% |
$60.4K - $69.1K
|
9.81K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-769- 13.49% |
$60.9K - $69.6K
|
4.93K
$630K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-808- 5.26% |
$64K - $73.1K
|
14.6K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-831- 6.51% |
$65.8K - $75.2K
|
11.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-841- 3.23% |
$66.6K - $76.1K
|
25.2K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-876- 18.63% |
$69.4K - $79.3K
|
3.83K
$489K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-890- 6.53% |
$70.5K - $80.6K
|
12.7K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-907- 12.24% |
$71.9K - $82.1K
|
6.51K
$832K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-911- 9.91% |
$72.2K - $82.5K
|
8.28K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1K- 0.73% |
$79.5K - $90.8K
|
136K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 15.52% |
$80.1K - $91.5K
|
5.5K
$703K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 0.98% |
$83.9K - $95.9K
|
107K
$13.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 10.04% |
$84K - $96K
|
9.5K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 28.79% |
$85.5K - $97.7K
|
2.67K
$341K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.09K- 17.72% |
$86.1K - $98.4K
|
5.05K
$645K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.09K- 13.5% |
$86.3K - $98.7K
|
6.99K
$893K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.11K- 3.45% |
$87.8K - $100K
|
31K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 20.87% |
$88.4K - $101K
|
4.23K
$541K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 20.87% |
$88.4K - $101K
|
4.23K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.13K- 9.44% |
$89.7K - $102K
|
10.9K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.14K- 11.5% |
$90.6K - $104K
|
8.81K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.23K- 3.45% |
$97.3K - $111K
|
34.4K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.24K- 10.34% |
$98.3K - $112K
|
10.8K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 9.35% |
$100K - $114K
|
12.3K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.27K- 2.98% |
$101K - $115K
|
41.5K
$5.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.34K- 33.14% |
$106K - $121K
|
2.71K
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.36K- 18.45% |
$108K - $123K
|
6.02K
$769K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.36K- 14.84% |
$108K - $123K
|
7.81K
$999K
|