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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
229New |
$17.6K - $18.9K
|
229
$17.9K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
226+ 2.66% |
$17.3K - $18.6K
|
8.72K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
225+ 2.0% |
$17.2K - $18.5K
|
11.5K
$894K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
220New |
$16.9K - $18.1K
|
220
$17.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
217+ 7.12% |
$16.6K - $17.9K
|
3.27K
$255K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
215+ 1.49% |
$16.5K - $17.7K
|
14.7K
$1.14M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
214New |
$16.4K - $17.6K
|
214
$16.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
198New |
$15.2K - $16.3K
|
198
$15.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
198New |
$15.2K - $16.3K
|
198
$15.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
184+ 1.48% |
$14.1K - $15.1K
|
12.7K
$987K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
177+ 3.94% |
$13.6K - $14.6K
|
4.67K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
165+ 4.2% |
$12.6K - $13.6K
|
4.09K
$319K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
161+ 4.02% |
$12.3K - $13.3K
|
4.17K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161New |
$12.3K - $13.3K
|
161
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130New |
$9.96K - $10.7K
|
130
$10.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
129+ 3.49% |
$9.89K - $10.6K
|
3.83K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
129+ 2.24% |
$9.89K - $10.6K
|
5.89K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
129+ 1.32% |
$9.89K - $10.6K
|
9.93K
$774K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
125New |
$9.58K - $10.3K
|
125
$9.75K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
125+ 4.91% |
$9.58K - $10.3K
|
2.67K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
123+ 1.29% |
$9.43K - $10.1K
|
9.66K
$753K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117+ 0.72% |
$8.97K - $9.63K
|
16.4K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
114+ 4.21% |
$8.74K - $9.38K
|
2.82K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
108+ 3.97% |
$8.28K - $8.89K
|
2.83K
$221K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 1.25% |
$7.66K - $8.23K
|
8.11K
$632K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
100New |
$7.66K - $8.23K
|
100
$7.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
99+ 2.36% |
$7.59K - $8.15K
|
4.3K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
95New |
$7.28K - $7.82K
|
95
$7.41K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
92+ 2.89% |
$7.05K - $7.57K
|
3.28K
$256K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
85+ 85.0% |
$6.51K - $7K
|
185
$14.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
80New |
$6.13K - $6.59K
|
80
$6.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
79+ 1.02% |
$6.05K - $6.5K
|
7.8K
$608K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
77+ 8.56% |
$5.9K - $6.34K
|
977
$76.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
75+ 2.59% |
$5.75K - $6.17K
|
2.97K
$232K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
75+ 25.86% |
$5.75K - $6.17K
|
365
$28.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
72+ 1.07% |
$5.52K - $5.93K
|
6.77K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
69+ 0.36% |
$5.29K - $5.68K
|
19.1K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
68+ 0.63% |
$5.21K - $5.6K
|
10.8K
$842K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.69% |
$4.98K - $5.35K
|
9.43K
$735K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
51+ 4.59% |
$3.91K - $4.2K
|
1.16K
$90.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
51+ 4.59% |
$3.91K - $4.2K
|
1.16K
$90.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
49+ 1.01% |
$3.76K - $4.03K
|
4.9K
$382K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 30.52% |
$3.6K - $3.87K
|
201
$15.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43+ 0.98% |
$3.3K - $3.54K
|
4.44K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 0.67% |
$2.91K - $3.13K
|
5.71K
$445K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
33+ 0.45% |
$2.53K - $2.72K
|
7.38K
$575K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 128.0% |
$2.45K - $2.63K
|
57
$4.44K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 0.49% |
$2.38K - $2.55K
|
6.35K
$495K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
30+ 0.76% |
$2.3K - $2.47K
|
3.98K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
25New |
$1.92K - $2.06K
|
25
$1.95K
|