Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.24KNew |
$325K - $349K
|
4.24K
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 148.35% |
$324K - $348K
|
7.07K
$554K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.19KNew |
$321K - $345K
|
4.19K
$328K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.98KNew |
$305K - $327K
|
3.98K
$311K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.95KNew |
$302K - $325K
|
3.95K
$309K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.9K+ 16.91% |
$299K - $321K
|
26.9K
$2.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.87KNew |
$297K - $319K
|
3.87K
$303K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.87K+ 8.41% |
$297K - $319K
|
49.9K
$3.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
3.72K+ 3.63% |
$285K - $306K
|
106K
$8.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 39.06% |
$284K - $305K
|
13.2K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.69KNew |
$283K - $304K
|
3.69K
$289K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.66KNew |
$281K - $302K
|
3.66K
$287K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.64KNew |
$279K - $299K
|
3.64K
$285K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.6KNew |
$276K - $296K
|
3.6K
$282K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.58K+ 96.47% |
$274K - $295K
|
7.29K
$570K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
3.56KNew |
$273K - $293K
|
3.56K
$279K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.56K+ 7.66% |
$273K - $293K
|
50K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.49KNew |
$267K - $287K
|
3.49K
$273K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.47KNew |
$266K - $286K
|
3.47K
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.44K+ 23.92% |
$264K - $283K
|
17.8K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.32K+ 12.26% |
$254K - $273K
|
30.4K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$251K - $269K
|
3.27K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$249K - $268K
|
3.25K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.21KNew |
$246K - $264K
|
3.21K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 17.23% |
$245K - $263K
|
21.7K
$1.7M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.05K+ 494.64% |
$234K - $251K
|
3.66K
$287K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$231K - $248K
|
3.01K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.97K+ 16.71% |
$228K - $244K
|
20.7K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.95KNew |
$226K - $243K
|
2.95K
$231K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.92K+ 104.59% |
$223K - $240K
|
5.7K
$446K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2.91K+ 10.6% |
$223K - $240K
|
30.4K
$2.38M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.9K+ 2.47% |
$222K - $239K
|
120K
$9.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.89K+ 14.82% |
$221K - $238K
|
22.4K
$1.75M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.87KNew |
$220K - $236K
|
2.87K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.82KNew |
$216K - $232K
|
2.82K
$221K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.8K+ 12.93% |
$214K - $230K
|
24.4K
$1.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.78K+ 62.7% |
$213K - $229K
|
7.21K
$564K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.76KNew |
$212K - $227K
|
2.76K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.76K+ 54.2% |
$211K - $227K
|
7.85K
$614K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.73KNew |
$209K - $225K
|
2.73K
$214K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$208K - $224K
|
2.72K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.68KNew |
$206K - $221K
|
2.68K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.66KNew |
$204K - $219K
|
2.66K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 49.72% |
$204K - $219K
|
8.01K
$627K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.64K+ 6.08% |
$202K - $217K
|
46K
$3.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.57KNew |
$197K - $212K
|
2.57K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 7.67% |
$187K - $200K
|
34.2K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.36K+ 6.79% |
$181K - $195K
|
37.2K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.33K+ 8.89% |
$179K - $192K
|
28.6K
$2.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 37.92% |
$176K - $189K
|
8.37K
$655K
|