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 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.16K+ 18.5% |
$383K - $410K
|
26.7K
$3.56M
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
4.07K+ 4.01% |
$374K - $401K
|
106K
$14.1M
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.03K+ 3.0% |
$371K - $397K
|
138K
$18.5M
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.93K+ 6.73% |
$362K - $387K
|
62.4K
$8.33M
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.93K+ 52.94% |
$361K - $387K
|
11.3K
$1.51M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.9K+ 95.12% |
$359K - $384K
|
8K
$1.07M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
3.9K+ 116.33% |
$358K - $384K
|
7.25K
$967K
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.86K+ 7.46% |
$355K - $380K
|
55.7K
$7.43M
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.58KNew |
$329K - $352K
|
3.58K
$477K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.56KNew |
$327K - $350K
|
3.56K
$475K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.54K+ 4657.89% |
$326K - $349K
|
3.62K
$483K
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
3.45KNew |
$317K - $340K
|
3.45K
$461K
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.44K+ 3.22% |
$316K - $339K
|
110K
$14.7M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.38K+ 9.69% |
$311K - $333K
|
38.3K
$5.11M
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.3K+ 460.11% |
$303K - $325K
|
4.02K
$536K
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.26K+ 11.31% |
$300K - $321K
|
32.1K
$4.28M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.24K+ 1.38% |
$298K - $319K
|
238K
$31.8M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 1.48% |
$287K - $307K
|
215K
$28.6M
|
|
Jul 20, 2021
Q2 2021
|
Weil Company, Inc.
|
BUY
|
- |
3.11KNew |
$286K - $306K
|
3.11K
$415K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.1KNew |
$285K - $305K
|
3.1K
$413K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.1K+ 2.33% |
$285K - $305K
|
136K
$18.1M
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
3.02K+ 5.4% |
$278K - $298K
|
59K
$7.88M
|
|
Jul 30, 2021
Q2 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.02K+ 26.94% |
$278K - $297K
|
14.2K
$1.9M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.99KNew |
$274K - $294K
|
2.99K
$398K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.72K+ 21.67% |
$250K - $268K
|
15.3K
$2.04M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.67K+ 27.34% |
$245K - $263K
|
12.4K
$1.66M
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$242K - $259K
|
2.63K
$351K
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2.61KNew |
$240K - $257K
|
2.61K
$348K
|
|
Aug 05, 2021
Q2 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61K+ 117.76% |
$240K - $257K
|
4.82K
$643K
|
|
Jul 15, 2021
Q2 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.59K+ 14.98% |
$239K - $255K
|
19.9K
$2.66M
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.57K+ 1.22% |
$236K - $253K
|
214K
$28.5M
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.53K+ 13.24% |
$233K - $249K
|
21.6K
$2.89M
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52K+ 40.39% |
$232K - $248K
|
8.75K
$1.17M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
2.51K+ 6.12% |
$230K - $247K
|
43.5K
$5.8M
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2.5KNew |
$230K - $246K
|
2.5K
$334K
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.46K+ 10.62% |
$226K - $242K
|
25.6K
$3.42M
|
|
Aug 10, 2021
Q2 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.37KNew |
$218K - $234K
|
2.37K
$317K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.37K+ 46.43% |
$218K - $233K
|
7.47K
$997K
|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
BUY
|
- |
2.36KNew |
$217K - $233K
|
2.36K
$315K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.34KNew |
$215K - $231K
|
2.34K
$312K
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.33KNew |
$214K - $230K
|
2.33K
$311K
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.31K+ 4.17% |
$212K - $227K
|
57.6K
$7.68M
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.3K+ 25.15% |
$211K - $226K
|
11.4K
$1.53M
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.28K+ 21.45% |
$210K - $224K
|
12.9K
$1.72M
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.24KNew |
$206K - $220K
|
2.24K
$299K
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.22K+ 78.95% |
$204K - $218K
|
5.03K
$671K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.21K+ 8.69% |
$203K - $218K
|
27.7K
$3.69M
|
|
Aug 25, 2021
Q2 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$202K - $217K
|
2.2K
$294K
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
2.19KNew |
$201K - $216K
|
2.19K
$292K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 22.18% |
$200K - $214K
|
12K
$1.6M
|