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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
343+ 1.97% |
$29.1K - $31.3K
|
17.8K
$2.38M
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
342New |
$29K - $31.2K
|
342
$45.7K
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
304+ 12.14% |
$25.8K - $27.7K
|
2.81K
$375K
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 7.89% |
$25.5K - $27.4K
|
4.1K
$548K
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
290New |
$24.6K - $26.5K
|
290
$38.8K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
288+ 67.13% |
$24.4K - $26.3K
|
717
$95.8K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
282+ 2.41% |
$23.9K - $25.7K
|
12K
$1.6M
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 7.01% |
$23.5K - $25.3K
|
4.23K
$565K
|
|
|
Apr 15, 2021
Q1 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
267+ 5.44% |
$22.7K - $24.4K
|
5.17K
$691K
|
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
256New |
$21.7K - $23.4K
|
256
$34.2K
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
252+ 6.61% |
$21.4K - $23K
|
4.07K
$543K
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
BUY
|
- |
252+ 3.25% |
$21.4K - $23K
|
8.01K
$1.07M
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
242New |
$20.5K - $22.1K
|
242
$32.3K
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
224+ 0.24% |
$19K - $20.4K
|
91.8K
$12.3M
|
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
BUY
|
- |
224+ 5.68% |
$19K - $20.4K
|
4.17K
$557K
|
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
214New |
$18.2K - $19.5K
|
214
$28.6K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
211New |
$17.9K - $19.3K
|
211
$28.2K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
209+ 71.33% |
$17.7K - $19.1K
|
502
$67.1K
|
|
|
May 07, 2021
Q1 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
203+ 1.75% |
$17.2K - $18.5K
|
11.8K
$1.58M
|
|
|
Apr 19, 2021
Q1 2021
|
Wbh Advisory Inc
|
BUY
|
- |
195+ 2.06% |
$16.6K - $17.8K
|
9.64K
$1.29M
|
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
189New |
$16K - $17.2K
|
189
$25.3K
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
185+ 1.19% |
$15.7K - $16.9K
|
15.7K
$2.1M
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
172+ 0.79% |
$14.6K - $15.7K
|
21.8K
$2.92M
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
171+ 3.12% |
$14.5K - $15.6K
|
5.65K
$755K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 0.95% |
$13.8K - $14.9K
|
17.4K
$2.33M
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155+ 87.08% |
$13.2K - $14.1K
|
333
$44.5K
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
143+ 137.5% |
$12.1K - $13.1K
|
247
$33K
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
134+ 2.19% |
$11.4K - $12.2K
|
6.26K
$836K
|
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
95New |
$8.06K - $8.67K
|
95
$12.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94New |
$7.98K - $8.58K
|
94
$12.6K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
93+ 15.5% |
$7.89K - $8.49K
|
693
$92.6K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77New |
$6.54K - $7.03K
|
77
$10.3K
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
73+ 0.18% |
$6.2K - $6.66K
|
40.6K
$5.42M
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
66New |
$5.6K - $6.02K
|
66
$8.82K
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
60+ 0.64% |
$5.09K - $5.48K
|
9.4K
$1.26M
|
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
56+ 1.03% |
$4.75K - $5.11K
|
5.5K
$734K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
55New |
$4.67K - $5.02K
|
55
$7.35K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
50+ 0.12% |
$4.24K - $4.56K
|
42.3K
$5.66M
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
43+ 0.96% |
$3.65K - $3.92K
|
4.52K
$603K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
25+ 0.97% |
$2.12K - $2.28K
|
2.6K
$347K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.87K - $2.01K
|
22
$2.94K
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 1.58% |
$1.61K - $1.73K
|
1.22K
$163K
|
|
|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.45% |
$934 - $1K
|
2.46K
$329K
|
|
|
May 10, 2021
Q1 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.28% |
$764 - $821
|
3.28K
$438K
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 25.0% |
$340 - $365
|
20
$2.67K
|
|
|
May 24, 2021
Q1 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.35% |
$255 - $274
|
859
$115K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3New |
$255 - $274
|
3
$401
|
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$170 - $183
|
4.19K
$560K
|
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1New |
$84.9 - $91.3
|
1
$134
|
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.24% |
$84.9 - $91.3
|
421
$56.3K
|