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 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.8KNew |
$323K - $347K
|
3.8K
$492K
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.74K+ 94.25% |
$317K - $341K
|
7.7K
$997K
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.69KNew |
$313K - $337K
|
3.69K
$477K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
BUY
|
- |
3.61K+ 138.38% |
$306K - $329K
|
6.22K
$805K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 5.67% |
$303K - $326K
|
66.6K
$8.62M
|
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
3.55K+ 21.75% |
$301K - $324K
|
19.9K
$2.57M
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.55KNew |
$301K - $324K
|
3.55K
$460K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.5KNew |
$297K - $319K
|
3.5K
$453K
|
|
|
May 13, 2021
Q1 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
3.5K+ 62.77% |
$297K - $319K
|
9.06K
$1.17M
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.4K+ 3.16% |
$288K - $310K
|
111K
$14.3M
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.39KNew |
$288K - $309K
|
3.39K
$439K
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
3.35KNew |
$284K - $306K
|
3.35K
$434K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.31K+ 52.57% |
$281K - $302K
|
9.59K
$1.24M
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$275K - $295K
|
3.24K
$419K
|
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.22KNew |
$273K - $294K
|
3.22K
$417K
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$272K - $292K
|
3.21K
$415K
|
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
3.19K+ 72.69% |
$271K - $291K
|
7.58K
$982K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.19K+ 11.53% |
$270K - $291K
|
30.8K
$3.99M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.12K+ 3.6% |
$265K - $285K
|
89.9K
$11.6M
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$250K - $268K
|
2.94K
$381K
|
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.9KNew |
$246K - $264K
|
2.9K
$375K
|
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.82K+ 10.85% |
$240K - $258K
|
28.8K
$3.73M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.82KNew |
$239K - $257K
|
2.82K
$364K
|
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.76KNew |
$234K - $252K
|
2.76K
$357K
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.72K+ 189.55% |
$231K - $248K
|
4.16K
$538K
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.72KNew |
$231K - $248K
|
2.72K
$352K
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.62KNew |
$223K - $239K
|
2.62K
$340K
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$215K - $231K
|
2.54K
$328K
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.53K+ 98.44% |
$215K - $231K
|
5.1K
$661K
|
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$212K - $228K
|
2.5K
$324K
|
|
|
May 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.49KNew |
$211K - $227K
|
2.49K
$322K
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.48KNew |
$211K - $226K
|
2.48K
$321K
|
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
2.48K+ 12.33% |
$210K - $226K
|
22.6K
$2.92M
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.47K+ 14.73% |
$209K - $225K
|
19.2K
$2.49M
|
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.44KNew |
$207K - $223K
|
2.44K
$316K
|
|
|
Apr 26, 2021
Q1 2021
|
One Day In July LLC
|
BUY
|
- |
2.41KNew |
$205K - $220K
|
2.41K
$312K
|
|
|
May 12, 2021
Q1 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.41KNew |
$204K - $220K
|
2.41K
$312K
|
|
|
Apr 13, 2021
Q1 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
2.33KNew |
$198K - $213K
|
2.33K
$302K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
2.32K+ 3.97% |
$197K - $212K
|
60.9K
$7.88M
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.32K+ 11.98% |
$197K - $211K
|
21.6K
$2.8M
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.32KNew |
$197K - $211K
|
2.32K
$300K
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.3KNew |
$195K - $210K
|
2.3K
$298K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.29K+ 11.91% |
$195K - $209K
|
21.5K
$2.79M
|
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.27KNew |
$192K - $207K
|
2.27K
$294K
|
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.24KNew |
$190K - $205K
|
2.24K
$290K
|
|
|
May 10, 2021
Q1 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.21KNew |
$188K - $202K
|
2.21K
$287K
|
|
|
Apr 29, 2021
Q1 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.13K+ 13.48% |
$181K - $194K
|
17.9K
$2.32M
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 3.95% |
$175K - $188K
|
54.3K
$7.04M
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 64.26% |
$165K - $177K
|
4.96K
$643K
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.9KNew |
$162K - $174K
|
1.9K
$246K
|