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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-913- 2.71% |
$70K - $75.2K
|
32.8K
$2.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-952- 8.54% |
$73K - $78.4K
|
10.2K
$798K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 13.58% |
$90.1K - $96.7K
|
7.48K
$585K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.65KClosed |
$126K - $135K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.77K- 4.02% |
$136K - $146K
|
42.2K
$3.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.83K- 2.51% |
$140K - $151K
|
71.1K
$5.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.12K- 39.77% |
$162K - $174K
|
3.21K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.23K- 13.6% |
$171K - $183K
|
14.1K
$1.11M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.33K- 53.95% |
$178K - $191K
|
1.99K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.76KClosed |
$211K - $227K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.9KClosed |
$222K - $238K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.99K- 40.68% |
$229K - $246K
|
4.36K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.14KClosed |
$241K - $258K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.51K- 45.59% |
$269K - $289K
|
4.19K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-4.7K- 35.58% |
$360K - $387K
|
8.5K
$665K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.76KClosed |
$365K - $392K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.81KClosed |
$369K - $396K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.54KClosed |
$425K - $456K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.7KClosed |
$437K - $469K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.89K- 67.02% |
$451K - $485K
|
2.9K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.9K- 95.46% |
$452K - $486K
|
281
$22K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.67K- 10.73% |
$511K - $549K
|
55.5K
$4.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.13K- 35.11% |
$547K - $587K
|
13.2K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.39K- 57.14% |
$720K - $773K
|
7.04K
$551K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.8K- 50.14% |
$829K - $890K
|
10.8K
$841K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.9K- 19.31% |
$832K - $894K
|
45.3K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-11.7K- 44.46% |
$898K - $965K
|
14.6K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 54.05% |
$920K - $988K
|
10.2K
$798K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.4K- 18.25% |
$1.1M - $1.19M
|
64.5K
$5.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.5K- 83.26% |
$1.26M - $1.36M
|
3.32K
$259K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-18.7K- 17.26% |
$1.43M - $1.54M
|
89.6K
$7.01M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 8.44% |
$1.61M - $1.73M
|
228K
$17.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-43.3K- 90.91% |
$3.32M - $3.57M
|
4.33K
$339K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-63.8KClosed |
$4.89M - $5.25M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-91K- 30.84% |
$6.97M - $7.49M
|
204K
$16M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-95.3K- 9.12% |
$7.3M - $7.85M
|
950K
$74.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-95.4K- 97.35% |
$7.31M - $7.85M
|
2.6K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-131K- 53.74% |
$10M - $10.8M
|
113K
$8.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154K- 51.17% |
$11.8M - $12.7M
|
147K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-211K- 39.69% |
$16.2M - $17.4M
|
321K
$25.1M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-218K- 86.63% |
$16.7M - $17.9M
|
33.6K
$2.63M
|