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 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.04% |
$84.9 - $91.3
|
2.49K
$322K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.44% |
$255 - $274
|
675
$87.4K
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$594 - $639
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-10- 0.24% |
$849 - $913
|
4.14K
$536K
|
|
|
Apr 14, 2021
Q1 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-26- 0.63% |
$2.21K - $2.37K
|
4.08K
$528K
|
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-29- 0.71% |
$2.46K - $2.65K
|
4.06K
$526K
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-33- 22.76% |
$2.8K - $3.01K
|
112
$14.5K
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-45Closed |
$3.82K - $4.11K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 1.58% |
$4.24K - $4.56K
|
3.12K
$403K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-59Closed |
$5.01K - $5.38K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-63- 1.34% |
$5.35K - $5.75K
|
4.63K
$599K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-69Closed |
$5.86K - $6.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-77- 0.19% |
$6.54K - $7.03K
|
41K
$5.3M
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-81- 0.69% |
$6.88K - $7.39K
|
11.6K
$1.5M
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-102- 1.14% |
$8.66K - $9.31K
|
8.84K
$1.14M
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-125Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-146- 2.37% |
$12.4K - $13.3K
|
6.03K
$780K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-147- 2.99% |
$12.5K - $13.4K
|
4.77K
$617K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152- 19.17% |
$12.9K - $13.9K
|
641
$83K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-153Closed |
$13K - $14K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-185Closed |
$15.7K - $16.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-189Closed |
$16K - $17.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-205- 1.44% |
$17.4K - $18.7K
|
14K
$1.81M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-220- 46.03% |
$18.7K - $20.1K
|
258
$33.4K
|
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
SELL
|
- |
-225- 27.27% |
$19.1K - $20.5K
|
600
$77.7K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-248- 51.13% |
$21.1K - $22.6K
|
237
$30.7K
|
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-252- 7.46% |
$21.4K - $23K
|
3.13K
$405K
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-254- 2.14% |
$21.6K - $23.2K
|
11.6K
$1.51M
|
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-265- 8.09% |
$22.5K - $24.2K
|
3.01K
$390K
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-279- 4.94% |
$23.7K - $25.5K
|
5.36K
$694K
|
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 5.85% |
$24.5K - $26.4K
|
4.65K
$602K
|
|
|
May 10, 2021
Q1 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-292- 8.83% |
$24.8K - $26.6K
|
3.02K
$390K
|
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-304- 9.28% |
$25.8K - $27.7K
|
2.97K
$385K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-324- 23.19% |
$27.5K - $29.6K
|
1.07K
$139K
|
|
|
May 07, 2021
Q1 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-342- 9.88% |
$29K - $31.2K
|
3.12K
$404K
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-342Closed |
$29K - $31.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-355- 51.6% |
$30.1K - $32.4K
|
333
$43.1K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 0.73% |
$30.6K - $32.9K
|
49.4K
$6.39M
|
|
|
May 10, 2021
Q1 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-369- 1.57% |
$31.3K - $33.7K
|
23.2K
$3M
|
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-372- 2.77% |
$31.6K - $33.9K
|
13K
$1.69M
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-392- 1.34% |
$33.3K - $35.8K
|
28.9K
$3.74M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-407- 4.94% |
$34.6K - $37.1K
|
7.83K
$1.01M
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-421- 39.75% |
$35.7K - $38.4K
|
638
$82.6K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-453- 22.23% |
$38.5K - $41.3K
|
1.59K
$205K
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-453- 3.94% |
$38.5K - $41.3K
|
11K
$1.43M
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-461Closed |
$39.1K - $42.1K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-593- 0.28% |
$50.3K - $54.1K
|
213K
$27.6M
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-598- 0.96% |
$50.8K - $54.6K
|
61.8K
$8M
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-616- 5.07% |
$52.3K - $56.2K
|
11.5K
$1.49M
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-650Closed |
$55.2K - $59.3K
|
0
$0
|