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 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
980+ 12.2% |
$75.5K - $80.8K
|
9.01K
$705K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
933+ 17.78% |
$71.9K - $77K
|
6.18K
$484K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
896+ 19.28% |
$69.1K - $73.9K
|
5.54K
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
892+ 16.86% |
$68.8K - $73.6K
|
6.18K
$484K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
870+ 6.23% |
$67.1K - $71.8K
|
14.8K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
843+ 43.36% |
$65K - $69.5K
|
2.79K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
799+ 3.62% |
$61.6K - $65.9K
|
22.9K
$1.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
779+ 15.9% |
$60.1K - $64.3K
|
5.68K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
765+ 18.91% |
$59K - $63.1K
|
4.81K
$376K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
756+ 98.57% |
$58.3K - $62.4K
|
1.52K
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
754+ 20.17% |
$58.1K - $62.2K
|
4.49K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
743+ 7.14% |
$57.3K - $61.3K
|
11.1K
$872K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
661+ 13.55% |
$51K - $54.5K
|
5.54K
$434K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
658New |
$50.7K - $54.3K
|
658
$51.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
655+ 3.83% |
$50.5K - $54K
|
17.8K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
652+ 17.26% |
$50.3K - $53.8K
|
4.43K
$347K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
639+ 18.99% |
$49.3K - $52.7K
|
4K
$313K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
618New |
$47.6K - $51K
|
618
$48.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
603+ 12.71% |
$46.5K - $49.7K
|
5.35K
$418K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
594+ 11.77% |
$45.8K - $49K
|
5.64K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
592+ 11.16% |
$45.6K - $48.8K
|
5.9K
$461K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
581+ 8.59% |
$44.8K - $47.9K
|
7.35K
$575K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
547+ 5.11% |
$42.2K - $45.1K
|
11.2K
$880K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
547+ 8.96% |
$42.2K - $45.1K
|
6.65K
$521K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
538+ 17.28% |
$41.5K - $44.4K
|
3.65K
$286K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
519+ 8.4% |
$40K - $42.8K
|
6.7K
$524K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
511+ 4.45% |
$39.4K - $42.1K
|
12K
$939K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
501+ 15.66% |
$38.6K - $41.3K
|
3.7K
$290K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
500+ 0.46% |
$38.5K - $41.2K
|
108K
$8.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
469+ 12.75% |
$36.2K - $38.7K
|
4.15K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
449+ 2.37% |
$34.6K - $37K
|
19.4K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
440+ 1.71% |
$33.9K - $36.3K
|
26.2K
$2.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
433+ 3.63% |
$33.4K - $35.7K
|
12.4K
$967K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
432+ 15.51% |
$33.3K - $35.6K
|
3.22K
$252K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
425New |
$32.8K - $35.1K
|
425
$33.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
420+ 3.12% |
$32.4K - $34.6K
|
13.9K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
414+ 6.06% |
$31.9K - $34.1K
|
7.25K
$567K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
413+ 5.65% |
$31.8K - $34.1K
|
7.72K
$604K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
369+ 6.96% |
$28.4K - $30.4K
|
5.67K
$444K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
368+ 6.47% |
$28.4K - $30.4K
|
6.06K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 6.24% |
$27.6K - $29.5K
|
6.09K
$477K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
354+ 8.84% |
$27.3K - $29.2K
|
4.36K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
345+ 1.63% |
$26.6K - $28.5K
|
21.6K
$1.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
344+ 10.51% |
$26.5K - $28.4K
|
3.62K
$283K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
337+ 3.95% |
$26K - $27.8K
|
8.87K
$694K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
335+ 43.23% |
$25.8K - $27.6K
|
1.11K
$86.9K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
335+ 43.23% |
$25.8K - $27.6K
|
1.11K
$86.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
294+ 6.98% |
$22.7K - $24.2K
|
4.51K
$353K
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
291+ 89.54% |
$22.4K - $24K
|
616
$48.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
290New |
$22.4K - $23.9K
|
290
$22.7K
|