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
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-674- 5.3% |
$57.2K - $61.5K
|
12K
$1.56M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-718- 6.34% |
$61K - $65.5K
|
10.6K
$1.37M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-732- 9.71% |
$62.1K - $66.8K
|
6.81K
$881K
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-750Closed |
$63.7K - $68.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-768- 12.05% |
$65.2K - $70.1K
|
5.61K
$726K
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-802Closed |
$68.1K - $73.2K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-869- 5.27% |
$73.8K - $79.3K
|
15.6K
$2.02M
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-896- 2.48% |
$76.1K - $81.8K
|
35.2K
$4.56M
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-909- 19.34% |
$77.2K - $83K
|
3.79K
$491K
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-928Closed |
$78.8K - $84.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-951- 4.92% |
$80.7K - $86.8K
|
18.4K
$2.38M
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$88.5K - $95.1K
|
9.14K
$1.18M
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-1.05K- 13.86% |
$88.8K - $95.5K
|
6.5K
$842K
|
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 32.32% |
$90K - $96.7K
|
2.22K
$287K
|
|
|
Apr 29, 2021
Q1 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-1.11K- 9.76% |
$93.9K - $101K
|
10.2K
$1.32M
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.12K- 11.06% |
$94.8K - $102K
|
8.99K
$1.16M
|
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 9.93% |
$98K - $105K
|
10.5K
$1.36M
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.32K- 25.65% |
$112K - $120K
|
3.81K
$494K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.4K- 10.05% |
$119K - $128K
|
12.5K
$1.62M
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.45K- 2.05% |
$123K - $132K
|
69.1K
$8.94M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.57K- 1.97% |
$134K - $144K
|
78.2K
$10.1M
|
|
|
Apr 21, 2021
Q1 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.76K- 9.24% |
$150K - $161K
|
17.3K
$2.24M
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.89K- 8.77% |
$161K - $173K
|
19.7K
$2.55M
|
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.1K- 3.89% |
$178K - $191K
|
51.8K
$6.71M
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.36K- 17.37% |
$200K - $215K
|
11.2K
$1.45M
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-2.36K- 9.87% |
$200K - $215K
|
21.5K
$2.79M
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.45KClosed |
$208K - $223K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-2.51KClosed |
$213K - $229K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.53KClosed |
$215K - $231K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.65K- 68.6% |
$225K - $242K
|
1.21K
$157K
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.75K- 33.54% |
$233K - $251K
|
5.45K
$705K
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.04K- 7.93% |
$258K - $278K
|
35.3K
$4.58M
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.09K- 13.65% |
$262K - $282K
|
19.5K
$2.53M
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.12K- 8.33% |
$265K - $285K
|
34.3K
$4.45M
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.12K- 8.33% |
$265K - $285K
|
34.3K
$4.45M
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.17K- 97.66% |
$269K - $289K
|
76
$9.84K
|
|
|
May 13, 2021
Q1 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.24KClosed |
$275K - $296K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.56K- 10.13% |
$302K - $325K
|
31.6K
$4.09M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 18.54% |
$334K - $359K
|
17.3K
$2.23M
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.07KClosed |
$345K - $371K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.08KClosed |
$346K - $372K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.18KClosed |
$355K - $382K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.46K- 4.26% |
$379K - $407K
|
100K
$13M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.47K- 5.09% |
$379K - $408K
|
83.4K
$10.8M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.78K- 7.34% |
$406K - $436K
|
60.3K
$7.81M
|
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-5.08K- 4.98% |
$431K - $464K
|
96.8K
$12.5M
|
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.18KClosed |
$440K - $473K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.22K- 23.18% |
$443K - $477K
|
17.3K
$2.24M
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.53K- 5.98% |
$469K - $504K
|
86.9K
$11.3M
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.03K- 8.2% |
$512K - $550K
|
67.5K
$8.74M
|