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 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37K+ 21.18% |
$3.14M - $3.37M
|
211K
$27.4M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 97.95% |
$2.81M - $3.02M
|
66.9K
$8.66M
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31.6K+ 189.21% |
$2.68M - $2.88M
|
48.2K
$6.24M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 5.5% |
$2.52M - $2.71M
|
570K
$73.8M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.6K+ 10.06% |
$2.51M - $2.7M
|
323K
$41.9M
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.4K+ 40.15% |
$2.49M - $2.68M
|
103K
$13.3M
|
|
|
May 14, 2021
Q1 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
29KNew |
$2.46M - $2.64M
|
29K
$3.75M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28.9K+ 723.17% |
$2.45M - $2.64M
|
32.9K
$4.26M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.4K+ 6.44% |
$2.41M - $2.59M
|
468K
$60.7M
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27.8K+ 13.41% |
$2.36M - $2.54M
|
235K
$30.4M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
27.4KNew |
$2.32M - $2.5M
|
27.4K
$3.54M
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
26.8KNew |
$2.27M - $2.45M
|
26.8K
$3.47M
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 346.02% |
$2.26M - $2.42M
|
34.2K
$4.43M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.3K+ 355.13% |
$2.15M - $2.31M
|
32.4K
$4.19M
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24.9K+ 11.8% |
$2.11M - $2.27M
|
236K
$30.5M
|
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 56.92% |
$2.05M - $2.21M
|
66.7K
$8.64M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$2.01M - $2.16M
|
23.7K
$3.07M
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.6K+ 92.69% |
$2.01M - $2.16M
|
49.1K
$6.36M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.9K+ 5.5% |
$1.95M - $2.09M
|
440K
$57M
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
22.1K+ 159.94% |
$1.88M - $2.02M
|
35.9K
$4.65M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
21.8KNew |
$1.85M - $1.99M
|
21.8K
$2.82M
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
BUY
|
- |
21.3K+ 61.36% |
$1.81M - $1.94M
|
56K
$7.25M
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
20.8K+ 110.73% |
$1.77M - $1.9M
|
39.6K
$5.13M
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.9K+ 2.12% |
$1.44M - $1.54M
|
814K
$105M
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16.9KNew |
$1.43M - $1.54M
|
16.9K
$2.19M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
16.9KNew |
$1.43M - $1.54M
|
16.9K
$2.18M
|
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15.2K+ 644.96% |
$1.29M - $1.39M
|
17.6K
$2.28M
|
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 34.46% |
$1.22M - $1.32M
|
56.3K
$7.28M
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.4KNew |
$1.22M - $1.32M
|
14.4K
$1.87M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.9K+ 21.96% |
$1.18M - $1.26M
|
76.9K
$9.96M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 45.03% |
$1.15M - $1.23M
|
43.5K
$5.63M
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.5K+ 5.15% |
$979K - $1.05M
|
235K
$30.5M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 62.68% |
$953K - $1.02M
|
29.1K
$3.77M
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.2KNew |
$951K - $1.02M
|
11.2K
$1.45M
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.1K+ 2346.28% |
$938K - $1.01M
|
11.5K
$1.49M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10.7K+ 75.28% |
$912K - $980K
|
25K
$3.24M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.7K+ 322.27% |
$908K - $976K
|
14K
$1.81M
|
|
|
Apr 20, 2021
Q1 2021
|
Foster Group, Inc.
|
BUY
|
- |
10.6KNew |
$902K - $970K
|
10.6K
$1.38M
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 33.39% |
$874K - $940K
|
41.1K
$5.33M
|
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
10.3K+ 18.32% |
$871K - $936K
|
66.3K
$8.58M
|
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.2K+ 1000.98% |
$863K - $928K
|
11.2K
$1.45M
|
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10.2K+ 3.87% |
$862K - $926K
|
272K
$35.2M
|
|
|
May 11, 2021
Q1 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
10K+ 20.67% |
$850K - $914K
|
58.5K
$7.57M
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.88K+ 5.84% |
$839K - $902K
|
179K
$23.2M
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9K+ 66.61% |
$764K - $821K
|
22.5K
$2.91M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.94K+ 14.78% |
$759K - $816K
|
69.4K
$8.98M
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
8.75K+ 7.92% |
$742K - $798K
|
119K
$15.4M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.73K+ 33.32% |
$741K - $797K
|
34.9K
$4.52M
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
8.73K+ 70.19% |
$741K - $796K
|
21.2K
$2.74M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.61KNew |
$731K - $786K
|
8.61K
$1.12M
|