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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.89K+ 1.22% |
$160K - $172K
|
157K
$20.3M
|
|
Apr 27, 2021
Q1 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.78K+ 17.5% |
$151K - $163K
|
12K
$1.55M
|
|
Apr 19, 2021
Q1 2021
|
Lantz Financial LLC
|
BUY
|
- |
1.76K+ 37.82% |
$150K - $161K
|
6.43K
$832K
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
BUY
|
- |
1.76K+ 7.81% |
$150K - $161K
|
24.3K
$3.15M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.69K+ 26.51% |
$143K - $154K
|
8.06K
$1.04M
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.64K+ 13.19% |
$140K - $150K
|
14.1K
$1.83M
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 8.5% |
$139K - $150K
|
21K
$2.72M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 34.93% |
$138K - $148K
|
6.27K
$812K
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 34.93% |
$138K - $148K
|
6.27K
$812K
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1.61K+ 25.92% |
$137K - $147K
|
7.83K
$1.01M
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.59KNew |
$135K - $145K
|
1.59K
$205K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.59KNew |
$135K - $145K
|
1.59K
$205K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.55K+ 5.09% |
$132K - $142K
|
32K
$4.15M
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 418.72% |
$127K - $137K
|
1.86K
$240K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 51.52% |
$124K - $133K
|
4.3K
$557K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 18.52% |
$122K - $131K
|
9.17K
$1.19M
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 29.65% |
$120K - $129K
|
6.17K
$798K
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.34K+ 10.95% |
$114K - $122K
|
13.6K
$1.76M
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.28K+ 2.46% |
$109K - $117K
|
53.4K
$6.91M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.27K+ 31.15% |
$107K - $115K
|
5.33K
$690K
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
BUY
|
- |
1.23K+ 26.74% |
$104K - $112K
|
5.83K
$755K
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.22K+ 18.58% |
$104K - $111K
|
7.79K
$1.01M
|
|
Apr 19, 2021
Q1 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.21K+ 31.46% |
$103K - $111K
|
5.07K
$656K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$101K - $108K
|
1.19K
$154K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$97.7K - $105K
|
1.15K
$149K
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.13K+ 15.73% |
$96K - $103K
|
8.32K
$1.08M
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 17.8% |
$94.2K - $101K
|
7.35K
$951K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.07KNew |
$91K - $97.8K
|
1.07K
$139K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 12.33% |
$90.9K - $97.7K
|
9.76K
$1.26M
|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.07K+ 13.26% |
$90.5K - $97.3K
|
9.11K
$1.18M
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
996+ 13.67% |
$84.6K - $90.9K
|
8.28K
$1.07M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
950+ 0.61% |
$80.6K - $86.7K
|
157K
$20.3M
|
|
Apr 26, 2021
Q1 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
897+ 6.01% |
$76.1K - $81.9K
|
15.8K
$2.05M
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
878+ 0.59% |
$74.5K - $80.1K
|
151K
$19.5M
|
|
May 10, 2021
Q1 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
823+ 36.96% |
$69.9K - $75.1K
|
3.05K
$395K
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
767+ 26.73% |
$65.1K - $70K
|
3.64K
$471K
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
735+ 22.56% |
$62.4K - $67.1K
|
3.99K
$517K
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
731New |
$62.1K - $66.7K
|
731
$94.6K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
730+ 28.29% |
$62K - $66.6K
|
3.31K
$429K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
722New |
$61.3K - $65.9K
|
722
$93.5K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
709+ 7.32% |
$60.2K - $64.7K
|
10.4K
$1.35M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
560+ 1.38% |
$47.5K - $51.1K
|
41.2K
$5.33M
|
|
May 07, 2021
Q1 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
511+ 19.98% |
$43.4K - $46.6K
|
3.07K
$397K
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
488+ 9.58% |
$41.4K - $44.5K
|
5.58K
$722K
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
470+ 1.85% |
$39.9K - $42.9K
|
25.9K
$3.35M
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
466New |
$39.6K - $42.5K
|
466
$60.3K
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
453+ 20.6% |
$38.5K - $41.3K
|
2.65K
$343K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
446+ 7.97% |
$37.9K - $40.7K
|
6.05K
$783K
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
433+ 18.26% |
$36.8K - $39.5K
|
2.8K
$363K
|
|
Apr 12, 2021
Q1 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
375+ 21.43% |
$31.8K - $34.2K
|
2.13K
$275K
|