Purchases and Sales Made in Q1 2021 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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
Apr 15, 2021 Q1 2021
Swmg, LLC

Fort Worth, TX
BUY
 -
8.34K
+ 5.19%
$708K - $761K
169K $21.9M
Apr 27, 2021 Q1 2021
Pfg Advisors

BUY
 -
8.34K
+ 38.3%
$708K - $761K
30.1K $3.9M
Apr 12, 2021 Q1 2021
Trilogy Capital Inc.

BUY
 -
8.24K
+ 37.85%
$699K - $752K
30K $3.88M
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

BUY
 -
8.19K
+ 3.16%
$695K - $748K
267K $34.6M
Apr 22, 2021 Q1 2021
True Wealth Advisors, LLC

BUY
 -
8.17K
New
$694K - $746K
8.17K $1.06M
May 17, 2021 Q1 2021
Orion Portfolio Solutions, LLC

BUY
 -
8.01K
+ 54.02%
$680K - $731K
22.8K $2.96M
Apr 27, 2021 Q1 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
7.97K
+ 61.1%
$676K - $727K
21K $2.72M
Apr 09, 2021 Q1 2021
Parkside Advisors LLC

BUY
 -
7.71K
+ 23.35%
$654K - $703K
40.7K $5.27M
May 10, 2021 Q1 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
7.71K
New
$654K - $703K
7.71K $998K
Apr 12, 2021 Q1 2021
Highland Private Wealth Management

BUY
 -
7.62K
+ 9.07%
$647K - $695K
91.6K $11.9M
Apr 29, 2021 Q1 2021
Miracle Mile Advisors, LLC

BUY
 -
7.48K
+ 34.73%
$635K - $683K
29K $3.76M
May 12, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.72K
New
$571K - $613K
6.72K $870K
Apr 13, 2021 Q1 2021
Chicago Capital, LLC

BUY
 -
6.7K
New
$569K - $611K
6.7K $867K
May 12, 2021 Q1 2021
Van Hulzen Asset Management, LLC

BUY
 -
6.63K
+ 5.25%
$563K - $605K
133K $17.2M
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
6.61K
+ 7.65%
$561K - $603K
93K $12M
May 05, 2021 Q1 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
6.49K
+ 51.46%
$551K - $592K
19.1K $2.47M
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
6.26K
+ 35.49%
$532K - $572K
23.9K $3.1M
May 13, 2021 Q1 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
6.23K
New
$529K - $569K
6.23K $807K
May 14, 2021 Q1 2021
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
6.14K
+ 12.57%
$522K - $561K
55K $7.12M
Jul 17, 2024 Q1 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
6.12K
+ 86.71%
$520K - $559K
13.2K $1.71M
Apr 21, 2021 Q1 2021
Patton Albertson Miller Group, LLC

BUY
 -
6.05K
+ 10.55%
$513K - $552K
63.3K $8.2M
Apr 28, 2021 Q1 2021
Manning & Napier Group, LLC

BUY
 -
5.78K
+ 121.07%
$491K - $527K
10.6K $1.37M
May 19, 2021 Q1 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
5.75K
+ 4.48%
$488K - $525K
134K $17.4M
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.63K
+ 4.42%
$478K - $514K
133K $17.2M
May 26, 2021 Q1 2021
Aspire Private Capital, LLC

BUY
 -
5.61K
+ 56.85%
$476K - $512K
15.5K $2M
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
5.56K
New
$472K - $507K
5.56K $719K
May 07, 2021 Q1 2021
1 St Source Bank

BUY
 -
5.31K
New
$451K - $484K
5.31K $687K
Apr 29, 2021 Q1 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5.26K
+ 16.52%
$446K - $480K
37.1K $4.8M
Apr 30, 2021 Q1 2021
Claraphi Advisory Network, LLC

BUY
 -
5.13K
New
$435K - $468K
5.13K $664K
May 10, 2021 Q1 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
5.07K
+ 216.52%
$431K - $463K
7.42K $960K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.06K
+ 106.64%
$430K - $462K
9.81K $1.27M
May 11, 2021 Q1 2021
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
5.03K
New
$427K - $459K
5.03K $652K
May 05, 2021 Q1 2021
Avidian Wealth Solutions, LLC

BUY
 -
4.97K
+ 17.55%
$422K - $454K
33.3K $4.31M
May 17, 2021 Q1 2021
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
4.91K
New
$417K - $448K
4.91K $635K
May 17, 2021 Q1 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.86K
+ 88.51%
$412K - $443K
10.3K $1.34M
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
4.85K
+ 461.31%
$412K - $443K
5.91K $765K
Apr 14, 2021 Q1 2021
Mcia Inc

BUY
 -
4.83K
+ 5.0%
$410K - $441K
102K $13.1M
May 13, 2021 Q1 2021
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
4.78K
+ 12.52%
$405K - $436K
42.9K $5.55M
Apr 21, 2021 Q1 2021
S.E.E.D. Planning Group LLC

BUY
 -
4.75K
New
$403K - $434K
4.75K $615K
May 17, 2021 Q1 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
4.55K
+ 132.47%
$386K - $415K
7.98K $1.03M
May 06, 2021 Q1 2021
Halbert Hargrove Global Advisors, LLC

BUY
 -
4.38K
+ 11.51%
$372K - $400K
42.5K $5.5M
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.29K
+ 0.1%
$364K - $391K
4.17M $540M
May 12, 2021 Q1 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.27K
+ 51.68%
$362K - $389K
12.5K $1.62M
Apr 23, 2021 Q1 2021
Joel Isaacson & Co., LLC

BUY
 -
4.22K
+ 10.2%
$358K - $385K
45.6K $5.9M
May 17, 2021 Q1 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.16K
+ 21.97%
$353K - $380K
23.1K $2.99M
May 13, 2021 Q1 2021
Bailard, Inc.

BUY
 -
3.99K
New
$339K - $364K
3.99K $517K
Apr 19, 2021 Q1 2021
Creative Financial Designs Inc

BUY
 -
3.96K
+ 21.7%
$336K - $361K
22.2K $2.87M
Apr 26, 2021 Q1 2021
Marino, Stram & Associates LLC

BUY
 -
3.95K
+ 155.17%
$335K - $360K
6.49K $840K
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.89K
+ 1985.71%
$330K - $355K
4.09K $529K

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