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 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
798+ 13.1% |
$61.2K - $65.7K
|
6.89K
$537K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
783+ 8.78% |
$60K - $64.5K
|
9.7K
$756K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
774+ 8.53% |
$59.3K - $63.7K
|
9.85K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
760+ 12.16% |
$58.2K - $62.6K
|
7.01K
$547K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
747+ 16.58% |
$57.3K - $61.5K
|
5.25K
$409K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
745+ 2.16% |
$57.1K - $61.3K
|
35.3K
$2.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
730+ 0.57% |
$55.9K - $60.1K
|
130K
$10.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
730+ 7.45% |
$55.9K - $60.1K
|
10.5K
$821K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
709+ 10.05% |
$54.3K - $58.4K
|
7.77K
$606K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
687+ 22.88% |
$52.7K - $56.6K
|
3.69K
$288K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
675+ 17.73% |
$51.7K - $55.6K
|
4.48K
$349K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
667+ 11.94% |
$51.1K - $54.9K
|
6.25K
$488K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
658+ 0.27% |
$50.4K - $54.2K
|
244K
$19M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
627New |
$48.1K - $51.6K
|
627
$48.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
606+ 8.63% |
$46.4K - $49.9K
|
7.63K
$595K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
596New |
$45.7K - $49.1K
|
596
$46.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
595+ 10.09% |
$45.6K - $49K
|
6.49K
$506K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
588+ 77.78% |
$45.1K - $48.4K
|
1.34K
$105K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
568+ 15.23% |
$43.5K - $46.8K
|
4.3K
$335K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
562+ 1.11% |
$43.1K - $46.3K
|
51.1K
$3.99M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
557+ 10.42% |
$42.7K - $45.9K
|
5.9K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
536+ 10.99% |
$41.1K - $44.1K
|
5.41K
$422K
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
536+ 0.89% |
$41.1K - $44.1K
|
61K
$4.76M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
533+ 13.73% |
$40.8K - $43.9K
|
4.42K
$344K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
521+ 1.31% |
$39.9K - $42.9K
|
40.3K
$3.14M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 11.01% |
$39.9K - $42.8K
|
5.25K
$409K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
511+ 13.39% |
$39.2K - $42.1K
|
4.33K
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
509+ 14.72% |
$39K - $41.9K
|
3.97K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
496+ 23.69% |
$38K - $40.8K
|
2.59K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
484+ 87.68% |
$37.1K - $39.8K
|
1.04K
$80.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
458+ 2.09% |
$35.1K - $37.7K
|
22.3K
$1.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
420+ 8.83% |
$32.2K - $34.6K
|
5.18K
$404K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
418+ 1.76% |
$32K - $34.4K
|
24.2K
$1.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
401+ 2.14% |
$30.7K - $33K
|
19.1K
$1.49M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
400New |
$30.7K - $32.9K
|
400
$31.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 4.44% |
$30.7K - $32.9K
|
9.41K
$734K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
381+ 10.3% |
$29.2K - $31.4K
|
4.08K
$318K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
377+ 11.72% |
$28.9K - $31K
|
3.6K
$280K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
353+ 5.65% |
$27.1K - $29.1K
|
6.6K
$514K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
351+ 6.81% |
$26.9K - $28.9K
|
5.5K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
347+ 3.8% |
$26.6K - $28.6K
|
9.48K
$739K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
345+ 1.07% |
$26.4K - $28.4K
|
32.7K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
294+ 3.22% |
$22.5K - $24.2K
|
9.42K
$735K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
282+ 10.24% |
$21.6K - $23.2K
|
3.04K
$237K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
256+ 9.46% |
$19.6K - $21.1K
|
2.96K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
248+ 1.75% |
$19K - $20.4K
|
14.4K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
247+ 1.29% |
$18.9K - $20.3K
|
19.3K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
236+ 5.72% |
$18.1K - $19.4K
|
4.36K
$340K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
232+ 3.83% |
$17.8K - $19.1K
|
6.29K
$490K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
229New |
$17.6K - $18.9K
|
229
$17.9K
|