Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7MNew |
$285M - $305M
|
3.7M
$293M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91MNew |
$224M - $240M
|
2.91M
$231M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.64M+ 12.99% |
$126M - $135M
|
14.2M
$1.13B
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.04M+ 9918.81% |
$79.8M - $85.4M
|
1.05M
$82.9M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
998KNew |
$76.9M - $82.3M
|
998K
$79.2M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
961K+ 35.15% |
$74.1M - $79.2M
|
3.69M
$293M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
485K+ 11.78% |
$37.4M - $40M
|
4.6M
$365M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
476K+ 21.17% |
$36.7M - $39.2M
|
2.72M
$216M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
459K+ 12.41% |
$35.4M - $37.8M
|
4.16M
$330M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
355K+ 1334.32% |
$27.4M - $29.3M
|
382K
$30.3M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
304K+ 12.97% |
$23.5M - $25.1M
|
2.65M
$210M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
287K+ 1914.73% |
$22.1M - $23.6M
|
301K
$23.9M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
243KNew |
$18.8M - $20.1M
|
243K
$19.3M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
164K+ 97.12% |
$12.6M - $13.5M
|
332K
$26.4M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 10.76% |
$11.8M - $12.6M
|
1.57M
$124M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 50.77% |
$11.6M - $12.4M
|
447K
$35.5M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
124K+ 129.39% |
$9.59M - $10.3M
|
221K
$17.5M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 34.61% |
$9.11M - $9.75M
|
460K
$36.5M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 15.7% |
$8.84M - $9.46M
|
845K
$67.1M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
114K+ 412.52% |
$8.8M - $9.41M
|
142K
$11.3M
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
109K+ 58.77% |
$8.42M - $9.01M
|
295K
$23.4M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
106K+ 19.74% |
$8.18M - $8.75M
|
643K
$51M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
97.7KNew |
$7.53M - $8.06M
|
97.7K
$7.75M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.3K+ 11.79% |
$7.27M - $7.78M
|
894K
$70.9M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
75.4K+ 404.04% |
$5.82M - $6.22M
|
94.1K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70K+ 3.26% |
$5.4M - $5.78M
|
2.22M
$176M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
60.5K+ 10.3% |
$4.66M - $4.99M
|
648K
$51.4M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.9KNew |
$4.54M - $4.85M
|
58.9K
$4.67M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.4K+ 28.01% |
$4.19M - $4.49M
|
249K
$19.7M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
52.9K+ 49.59% |
$4.08M - $4.36M
|
159K
$12.7M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
52.7K+ 12.8% |
$4.06M - $4.35M
|
465K
$36.9M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.1K+ 22.63% |
$3.71M - $3.97M
|
261K
$20.7M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.6KNew |
$3.67M - $3.93M
|
47.6K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45.6K+ 18.51% |
$3.52M - $3.77M
|
292K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
45.5K+ 2.28% |
$3.51M - $3.76M
|
2.04M
$162M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
43.4K+ 1260.6% |
$3.34M - $3.58M
|
46.8K
$3.72M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
42.8K+ 3.91% |
$3.3M - $3.53M
|
1.14M
$90.4M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
39.8K+ 18.57% |
$3.07M - $3.29M
|
254K
$20.2M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
37.1K+ 14.49% |
$2.86M - $3.06M
|
293K
$23.3M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
35.4K+ 225.42% |
$2.73M - $2.92M
|
51.1K
$4.05M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.6KNew |
$2.66M - $2.85M
|
34.6K
$2.74M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.1K+ 302.94% |
$2.32M - $2.48M
|
40K
$3.17M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.7K+ 6.15% |
$2.29M - $2.45M
|
513K
$40.7M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
28.5K+ 9.31% |
$2.2M - $2.35M
|
335K
$26.6M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.4K+ 79.11% |
$2.19M - $2.34M
|
64.3K
$5.1M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27.5K+ 8.74% |
$2.12M - $2.26M
|
342K
$27.1M
|
|
Nov 04, 2021
Q3 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
27.2KNew |
$2.1M - $2.25M
|
27.2K
$2.16M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
26.4K+ 43.88% |
$2.04M - $2.18M
|
86.6K
$6.87M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2KNew |
$2.02M - $2.16M
|
26.2K
$2.08M
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
26.1K+ 10.93% |
$2.01M - $2.15M
|
265K
$21M
|