Purchases and Sales Made in Q1 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.45MNew |
$378M - $406M
|
4.45M
$579M
|
|
May 13, 2021
Q1 2021
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.2MNew |
$102M - $110M
|
1.2M
$156M
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
610K+ 76.92% |
$51.8M - $55.7M
|
1.4M
$183M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
602K+ 8.96% |
$51.1M - $55M
|
7.33M
$954M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
414K+ 6.81% |
$35.2M - $37.8M
|
6.5M
$846M
|
|
May 17, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
298KNew |
$25.3M - $27.2M
|
298K
$38.7M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
273K+ 13.54% |
$23.2M - $24.9M
|
2.29M
$298M
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
263KNew |
$22.3M - $24M
|
263K
$34.3M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
255K+ 14.59% |
$21.7M - $23.3M
|
2M
$261M
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
239K+ 6286.57% |
$20.3M - $21.8M
|
243K
$31.6M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
230K+ 83.48% |
$19.5M - $21M
|
505K
$65.8M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
188K+ 9.27% |
$16M - $17.1M
|
2.21M
$288M
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
157K+ 20.64% |
$13.3M - $14.3M
|
915K
$119M
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
145KNew |
$12.3M - $13.2M
|
145K
$18.9M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
145KNew |
$12.3M - $13.2M
|
145K
$18.8M
|
|
May 13, 2021
Q1 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
124K+ 401.29% |
$10.6M - $11.4M
|
155K
$20.2M
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
117K+ 38.29% |
$9.9M - $10.6M
|
421K
$54.8M
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
116KNew |
$9.82M - $10.6M
|
116K
$15.1M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112K+ 1659.49% |
$9.47M - $10.2M
|
118K
$15.4M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 24.41% |
$8.93M - $9.6M
|
536K
$69.8M
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
93.6KNew |
$7.94M - $8.54M
|
93.6K
$12.2M
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
92.7KNew |
$7.87M - $8.46M
|
92.7K
$12.1M
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
90.1K+ 166.46% |
$7.65M - $8.22M
|
144K
$18.8M
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
89.1K+ 20.8% |
$7.56M - $8.13M
|
517K
$67.4M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
88.7K+ 11.92% |
$7.53M - $8.09M
|
833K
$108M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88.6K+ 144.73% |
$7.52M - $8.08M
|
150K
$19.5M
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
83.5K+ 33.74% |
$7.09M - $7.62M
|
331K
$43.1M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.6K+ 6.26% |
$6.92M - $7.44M
|
1.38M
$180M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
78.5K+ 278.09% |
$6.66M - $7.16M
|
107K
$13.9M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77.8K+ 20.43% |
$6.61M - $7.1M
|
459K
$59.7M
|
|
Apr 29, 2021
Q1 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
74.7KNew |
$6.34M - $6.82M
|
74.7K
$9.73M
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
69.7KNew |
$5.92M - $6.36M
|
69.7K
$9.08M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.5K+ 4.74% |
$4.88M - $5.25M
|
1.27M
$166M
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
57.2KNew |
$4.86M - $5.22M
|
57.2K
$7.45M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54.6K+ 8987.01% |
$4.64M - $4.99M
|
55.2K
$7.19M
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
BUY
|
- |
53.9KNew |
$4.57M - $4.92M
|
53.9K
$7.01M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51K+ 56.55% |
$4.33M - $4.65M
|
141K
$18.4M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.4K+ 17.74% |
$4.28M - $4.6M
|
334K
$43.5M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49.1K+ 527.59% |
$4.17M - $4.48M
|
58.4K
$7.6M
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
48.7K+ 12.92% |
$4.14M - $4.45M
|
426K
$55.5M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
48.7K+ 20.57% |
$4.13M - $4.44M
|
285K
$37.1M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48.4KNew |
$4.11M - $4.42M
|
48.4K
$6.3M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
48K+ 17.89% |
$4.07M - $4.38M
|
316K
$41.2M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.1K+ 9.05% |
$3.99M - $4.29M
|
567K
$73.9M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
43K+ 4.35% |
$3.65M - $3.93M
|
1.03M
$135M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42.2K+ 17.99% |
$3.58M - $3.85M
|
277K
$36.1M
|
|
Mar 28, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.1K+ 79.56% |
$3.49M - $3.75M
|
92.7K
$12.1M
|
|
May 14, 2021
Q1 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
40.1K+ 40.14% |
$3.41M - $3.66M
|
140K
$18.2M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
39.1K+ 81.93% |
$3.32M - $3.57M
|
86.9K
$11.3M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.8K+ 62.67% |
$3.21M - $3.45M
|
98.1K
$12.8M
|