Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12.1K- 41.62% |
$1.11M - $1.19M
|
16.9K
$2.26M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-12.1K- 12.5% |
$1.11M - $1.19M
|
84.7K
$11.3M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-13.2K- 99.0% |
$1.21M - $1.3M
|
133
$17.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.4K- 4.46% |
$1.24M - $1.32M
|
288K
$38.4M
|
|
|
Jul 21, 2021
Q2 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-14.8K- 82.41% |
$1.36M - $1.45M
|
3.15K
$421K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-16.2K- 33.55% |
$1.49M - $1.6M
|
32.2K
$4.29M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 3.16% |
$1.56M - $1.67M
|
519K
$69.3M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17.8K- 6.55% |
$1.64M - $1.76M
|
254K
$33.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.7KClosed |
$2.18M - $2.33M
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 5.71% |
$2.24M - $2.4M
|
402K
$53.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31.1K- 22.04% |
$2.86M - $3.06M
|
110K
$14.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-35.9KClosed |
$3.3M - $3.54M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-49.9K- 48.71% |
$4.59M - $4.92M
|
52.6K
$7.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-53.6K- 93.6% |
$4.92M - $5.27M
|
3.66K
$489K
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-54.6K- 98.81% |
$5.02M - $5.38M
|
660
$88.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-69.7KClosed |
$6.41M - $6.86M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-87.6K- 32.76% |
$8.05M - $8.62M
|
180K
$24M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-145KClosed |
$13.3M - $14.2M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-526KClosed |
$48.4M - $51.8M
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-866K- 99.71% |
$79.6M - $85.3M
|
2.48K
$330K
|
|
|
Aug 13, 2021
Q2 2021
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.2MClosed |
$110M - $118M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.1M- 98.98% |
$1.29B - $1.38B
|
144K
$19.2M
|