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 10, 2021
Q3 2021
|
Palladiem, LLC
|
BUY
|
- |
2.6KNew |
$201K - $215K
|
2.6K
$207K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.6K+ 40.09% |
$200K - $214K
|
9.08K
$720K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.58KNew |
$199K - $213K
|
2.58K
$205K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.57K+ 68.58% |
$198K - $212K
|
6.32K
$501K
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57K+ 2.39% |
$198K - $212K
|
110K
$8.74M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.55KNew |
$196K - $210K
|
2.55K
$202K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44K+ 13.64% |
$188K - $201K
|
20.4K
$1.61M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 6.33% |
$188K - $201K
|
40.8K
$3.24M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.37KNew |
$183K - $195K
|
2.37K
$188K
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3K+ 30.65% |
$177K - $190K
|
9.8K
$777K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 14.61% |
$166K - $178K
|
16.9K
$1.34M
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2.12K+ 0.88% |
$164K - $175K
|
243K
$19.3M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 57.4% |
$162K - $173K
|
5.75K
$456K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.05K+ 11.23% |
$158K - $169K
|
20.3K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 55.26% |
$158K - $169K
|
5.76K
$457K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.99K+ 1.73% |
$154K - $164K
|
117K
$9.3M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.96K+ 12.84% |
$151K - $162K
|
17.3K
$1.37M
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.92K+ 45.31% |
$148K - $159K
|
6.17K
$489K
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.92K+ 9.03% |
$148K - $158K
|
23.2K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.86K+ 7.87% |
$143K - $153K
|
25.5K
$2.02M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.86K+ 48.43% |
$143K - $153K
|
5.69K
$451K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.85K+ 28.62% |
$143K - $153K
|
8.31K
$660K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.82K+ 10.57% |
$141K - $150K
|
19.1K
$1.51M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.77K+ 61.52% |
$137K - $146K
|
4.66K
$369K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.65K+ 2.0% |
$127K - $136K
|
84K
$6.67M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.65KNew |
$127K - $136K
|
1.65K
$130K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.63K+ 1.88% |
$126K - $135K
|
88.3K
$7.01M
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.61K+ 19.66% |
$124K - $133K
|
9.8K
$777K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.6K+ 13.76% |
$123K - $132K
|
13.2K
$1.05M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.54K+ 13.63% |
$118K - $127K
|
12.8K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.54K+ 2.6% |
$118K - $127K
|
60.7K
$4.81M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.42K+ 61.23% |
$109K - $117K
|
3.73K
$296K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 40.28% |
$107K - $114K
|
4.81K
$382K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1.32K+ 5.34% |
$102K - $109K
|
26.1K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.24K+ 18.3% |
$95.5K - $102K
|
8.01K
$635K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.22K+ 5.56% |
$94.4K - $101K
|
23.2K
$1.84M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 35.43% |
$94.1K - $101K
|
4.67K
$370K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.2K+ 32.69% |
$92.5K - $99K
|
4.87K
$386K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.18K+ 95.77% |
$90.8K - $97.2K
|
2.41K
$191K
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.14K+ 25.5% |
$87.5K - $93.6K
|
5.59K
$443K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 26.66% |
$86.8K - $92.9K
|
5.35K
$424K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.11K+ 9.04% |
$85.8K - $91.8K
|
13.4K
$1.06M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 5.31% |
$85K - $90.9K
|
21.9K
$1.73M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 6.98% |
$83K - $88.8K
|
16.5K
$1.31M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.07K+ 14.41% |
$82.5K - $88.3K
|
8.5K
$674K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.05K+ 23.07% |
$80.6K - $86.2K
|
5.58K
$442K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 21.32% |
$80.5K - $86.1K
|
5.94K
$471K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1.04K+ 28.08% |
$80.4K - $86K
|
4.76K
$377K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.03K+ 3.67% |
$79.2K - $84.7K
|
29K
$2.3M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
985+ 12.09% |
$75.9K - $81.2K
|
9.13K
$724K
|