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 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.05K- 16.48% |
$513K - $552K
|
30.7K
$3.97M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6.14K- 36.91% |
$522K - $561K
|
10.5K
$1.36M
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6.43K- 2.41% |
$546K - $587K
|
260K
$33.7M
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.6K- 3.03% |
$560K - $602K
|
211K
$27.3M
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.37K- 6.74% |
$625K - $672K
|
102K
$13.2M
|
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-8.81K- 19.26% |
$748K - $804K
|
36.9K
$4.78M
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.91K- 4.48% |
$757K - $813K
|
190K
$24.6M
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.09KClosed |
$772K - $830K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.17K- 2.41% |
$779K - $837K
|
371K
$48M
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-9.43K- 5.11% |
$801K - $861K
|
175K
$22.7M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-9.56K- 31.32% |
$812K - $873K
|
21K
$2.72M
|
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.1K- 61.04% |
$1.02M - $1.1M
|
7.7K
$997K
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-13.4K- 50.56% |
$1.13M - $1.22M
|
13.1K
$1.69M
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14.3K- 11.8% |
$1.21M - $1.3M
|
107K
$13.8M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15K- 9.2% |
$1.27M - $1.37M
|
148K
$19.1M
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15K- 8.42% |
$1.27M - $1.37M
|
163K
$21.1M
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-15.9K- 52.76% |
$1.35M - $1.45M
|
14.3K
$1.85M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 13.48% |
$1.42M - $1.53M
|
107K
$13.9M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.7K- 41.03% |
$1.5M - $1.62M
|
25.4K
$3.29M
|
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.7KClosed |
$1.59M - $1.71M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19.6K- 13.14% |
$1.67M - $1.79M
|
130K
$16.8M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-21K- 50.41% |
$1.78M - $1.92M
|
20.7K
$2.68M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22K- 16.32% |
$1.87M - $2.01M
|
113K
$14.6M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3KClosed |
$1.9M - $2.04M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-22.4K- 11.17% |
$1.9M - $2.04M
|
178K
$23M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 6.63% |
$1.9M - $2.05M
|
316K
$40.9M
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.5K- 3.63% |
$1.99M - $2.14M
|
623K
$80.7M
|
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-23.6K- 8.59% |
$2M - $2.15M
|
251K
$32.4M
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28K- 56.88% |
$2.37M - $2.55M
|
21.2K
$2.74M
|
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-30.2K- 10.25% |
$2.56M - $2.75M
|
264K
$34.2M
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-31.2K- 39.84% |
$2.65M - $2.85M
|
47.1K
$6.1M
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-31.2KClosed |
$2.65M - $2.85M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-34.5K- 8.7% |
$2.93M - $3.15M
|
362K
$46.8M
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.5K- 7.16% |
$3.02M - $3.24M
|
461K
$59.7M
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-42.9K- 97.69% |
$3.65M - $3.92M
|
1.02K
$132K
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-43.5KClosed |
$3.69M - $3.97M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-52.3K- 36.05% |
$4.44M - $4.77M
|
92.8K
$12M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56.7K- 6.13% |
$4.81M - $5.17M
|
869K
$112M
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-62.6K- 12.6% |
$5.32M - $5.72M
|
435K
$56.3M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67K- 77.85% |
$5.69M - $6.12M
|
19.1K
$2.47M
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-75.5K- 57.75% |
$6.41M - $6.89M
|
55.3K
$7.16M
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-88.1KClosed |
$7.48M - $8.04M
|
0
$0
|
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-88.7K- 42.7% |
$7.53M - $8.09M
|
119K
$15.4M
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-94.2K- 23.8% |
$7.99M - $8.59M
|
302K
$39M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133K- 49.28% |
$11.3M - $12.1M
|
137K
$17.7M
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-135K- 3.18% |
$11.5M - $12.3M
|
4.11M
$532M
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-160K- 96.11% |
$13.6M - $14.6M
|
6.46K
$837K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-215KClosed |
$18.3M - $19.6M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-286K- 9.95% |
$24.3M - $26.1M
|
2.59M
$335M
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-414K- 6.37% |
$35.2M - $37.8M
|
6.09M
$788M
|