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 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
39.4K+ 33.06% |
$3.62M - $3.88M
|
159K
$21.2M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.7K+ 16.42% |
$3.56M - $3.81M
|
275K
$36.6M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.1K+ 57.21% |
$3.5M - $3.75M
|
105K
$14M
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37.8KNew |
$3.48M - $3.72M
|
37.8K
$5.05M
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
37.1K+ 15.77% |
$3.42M - $3.66M
|
273K
$36.4M
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
35.8K+ 8.24% |
$3.29M - $3.53M
|
470K
$62.8M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.5K+ 22.9% |
$3.17M - $3.4M
|
185K
$24.7M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34K+ 6.72% |
$3.12M - $3.34M
|
539K
$71.9M
|
|
Aug 13, 2021
Q2 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
33.8K+ 24.14% |
$3.11M - $3.33M
|
174K
$23.2M
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
33.4KNew |
$3.08M - $3.29M
|
33.4K
$4.46M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9K+ 30.48% |
$2.75M - $2.95M
|
128K
$17.1M
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.7KNew |
$2.73M - $2.92M
|
29.7K
$3.96M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.3K+ 67.41% |
$2.7M - $2.89M
|
72.8K
$9.72M
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
28.2K+ 483.46% |
$2.59M - $2.78M
|
34K
$4.54M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.9K+ 84.79% |
$2.56M - $2.75M
|
60.8K
$8.11M
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.5K+ 15.33% |
$2.53M - $2.7M
|
207K
$27.6M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 4.81% |
$2.52M - $2.7M
|
597K
$79.7M
|
|
Jul 22, 2021
Q2 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.5K+ 105.8% |
$2.43M - $2.61M
|
51.5K
$6.87M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 8.05% |
$2.4M - $2.57M
|
350K
$46.6M
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
22.6K+ 8.67% |
$2.08M - $2.22M
|
283K
$37.7M
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.9K+ 23.62% |
$2.01M - $2.16M
|
115K
$15.3M
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.8K+ 23.49% |
$2M - $2.15M
|
115K
$15.3M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.8K+ 2.55% |
$1.91M - $2.05M
|
835K
$111M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
20.4K+ 67.68% |
$1.87M - $2.01M
|
50.5K
$6.73M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.86M - $1.99M
|
20.2K
$2.7M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 1.96% |
$1.86M - $1.99M
|
1.05M
$141M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 5.8% |
$1.78M - $1.91M
|
354K
$47.2M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18.5K+ 60.37% |
$1.7M - $1.82M
|
49.2K
$6.56M
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 26.69% |
$1.64M - $1.75M
|
84.5K
$11.3M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17.4K+ 25.12% |
$1.6M - $1.72M
|
86.8K
$11.6M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.5K+ 23.24% |
$1.43M - $1.53M
|
82.4K
$11M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
15.3K+ 478.72% |
$1.41M - $1.51M
|
18.5K
$2.48M
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 27.07% |
$1.4M - $1.5M
|
71.5K
$9.54M
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14.8K+ 8.78% |
$1.36M - $1.46M
|
184K
$24.5M
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
14.7K+ 16.08% |
$1.35M - $1.45M
|
106K
$14.2M
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14.5K+ 101.9% |
$1.34M - $1.43M
|
28.8K
$3.85M
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
14.3K+ 222.92% |
$1.32M - $1.41M
|
20.8K
$2.77M
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14.3K+ 40.46% |
$1.31M - $1.41M
|
49.6K
$6.62M
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 48.97% |
$1.31M - $1.4M
|
43.2K
$5.77M
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14K+ 277.59% |
$1.28M - $1.38M
|
19K
$2.54M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 16.02% |
$1.28M - $1.37M
|
101K
$13.5M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$1.24M - $1.33M
|
13.5K
$1.8M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.3K+ 4.78% |
$1.22M - $1.31M
|
290K
$38.7M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2K+ 9968.94% |
$1.21M - $1.3M
|
13.3K
$1.77M
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 31.47% |
$1.19M - $1.27M
|
54.1K
$7.22M
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.7K+ 25.63% |
$1.07M - $1.15M
|
57.3K
$7.64M
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
11.6KNew |
$1.06M - $1.14M
|
11.6K
$1.54M
|
|
Jul 12, 2021
Q2 2021
|
Parkside Advisors LLC
|
BUY
|
- |
11.5K+ 28.16% |
$1.05M - $1.13M
|
52.2K
$6.96M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.2K+ 49.06% |
$1.03M - $1.1M
|
34K
$4.54M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.2K+ 19.12% |
$1.03M - $1.1M
|
69.5K
$9.28M
|