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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 1.95% |
$1.02M - $1.09M
|
578K
$77.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 2.63% |
$1.02M - $1.09M
|
432K
$57.7M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
11K+ 27.83% |
$1.01M - $1.09M
|
50.7K
$6.76M
|
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10.3K+ 24.23% |
$946K - $1.01M
|
52.7K
$7.04M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.2K+ 132.33% |
$937K - $1M
|
17.9K
$2.39M
|
|
|
Jul 27, 2021
Q2 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.94K+ 13.3% |
$914K - $979K
|
84.7K
$11.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
9.8K+ 913.9% |
$901K - $965K
|
10.9K
$1.45M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.7K+ 36.2% |
$892K - $955K
|
36.5K
$4.87M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.47K+ 54.41% |
$871K - $933K
|
26.9K
$3.59M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.43K+ 226.82% |
$867K - $929K
|
13.6K
$1.81M
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.4K+ 13.0% |
$864K - $925K
|
81.7K
$10.9M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
9.36K+ 44.65% |
$861K - $922K
|
30.3K
$4.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8.54K+ 48.55% |
$785K - $841K
|
26.1K
$3.49M
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
8.49K+ 93.62% |
$780K - $836K
|
17.5K
$2.34M
|
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.42KNew |
$774K - $829K
|
8.42K
$1.12M
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.38K+ 7.04% |
$770K - $825K
|
127K
$17M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.33K+ 7.53% |
$766K - $820K
|
119K
$15.9M
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
8.16K+ 39.47% |
$750K - $803K
|
28.8K
$3.85M
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.96K+ 7.81% |
$731K - $783K
|
110K
$14.7M
|
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.91K+ 12.48% |
$727K - $779K
|
71.2K
$9.51M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.57KNew |
$696K - $746K
|
7.57K
$1.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.57K+ 17.64% |
$696K - $745K
|
50.5K
$6.74M
|
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.55K+ 72.6% |
$694K - $744K
|
18K
$2.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.46K+ 51.79% |
$686K - $735K
|
21.9K
$2.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
7.1KNew |
$653K - $699K
|
7.1K
$948K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.87K+ 3.61% |
$632K - $677K
|
197K
$26.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.77K+ 7.79% |
$622K - $666K
|
93.7K
$12.5M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
6.72K+ 22.4% |
$618K - $662K
|
36.7K
$4.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.53K+ 83.44% |
$601K - $643K
|
14.4K
$1.92M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
6.44KNew |
$592K - $634K
|
6.44K
$860K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.44K+ 5.44% |
$592K - $634K
|
125K
$16.6M
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
BUY
|
- |
6.09K+ 149.07% |
$560K - $599K
|
10.2K
$1.36M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
6.04K+ 31.45% |
$555K - $595K
|
25.2K
$3.37M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.99KNew |
$551K - $590K
|
5.99K
$799K
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.99KNew |
$551K - $590K
|
5.99K
$799K
|
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
5.97K+ 6.5% |
$548K - $587K
|
97.8K
$13M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.66K+ 33.53% |
$520K - $557K
|
22.5K
$3.01M
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.61K+ 10.49% |
$515K - $552K
|
59K
$7.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.6K+ 6.02% |
$515K - $551K
|
98.6K
$13.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$497K - $532K
|
5.4K
$721K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
5.4K+ 82.96% |
$496K - $531K
|
11.9K
$1.59M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.29K+ 18.31% |
$487K - $521K
|
34.2K
$4.56M
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.02K+ 32.42% |
$461K - $494K
|
20.5K
$2.74M
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.96K+ 35.37% |
$456K - $488K
|
19K
$2.53M
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.89KNew |
$450K - $481K
|
4.89K
$652K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.87K+ 21.94% |
$448K - $479K
|
27.1K
$3.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.85KNew |
$446K - $478K
|
4.85K
$648K
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.32KNew |
$397K - $425K
|
4.32K
$576K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.3K+ 2036.97% |
$395K - $423K
|
4.51K
$602K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.25K+ 14.58% |
$391K - $418K
|
33.4K
$4.46M
|