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
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.17KNew |
$200K - $214K
|
2.17K
$290K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.16K+ 3278.79% |
$199K - $213K
|
2.23K
$298K
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.07KNew |
$191K - $204K
|
2.07K
$277K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$190K - $203K
|
2.06K
$275K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 1.25% |
$187K - $200K
|
165K
$22M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 8.98% |
$180K - $193K
|
23.8K
$3.17M
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.95K+ 71.6% |
$179K - $192K
|
4.67K
$623K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 24.03% |
$178K - $191K
|
10K
$1.33M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.89K+ 9.93% |
$174K - $187K
|
21K
$2.8M
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 73.37% |
$171K - $183K
|
4.4K
$587K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.83K+ 3.71% |
$169K - $180K
|
51.2K
$6.83M
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1.82KNew |
$167K - $179K
|
1.82K
$243K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.78K+ 21.34% |
$163K - $175K
|
10.1K
$1.35M
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.72K+ 14.29% |
$158K - $169K
|
13.7K
$1.83M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 15.47% |
$157K - $168K
|
12.8K
$1.7M
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
1.64K+ 3.04% |
$151K - $161K
|
55.5K
$7.41M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63K+ 26.02% |
$150K - $160K
|
7.89K
$1.05M
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.61K+ 0.92% |
$148K - $159K
|
177K
$23.6M
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.57K+ 51.03% |
$144K - $154K
|
4.64K
$619K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.56K+ 0.43% |
$144K - $154K
|
363K
$48.5M
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.48K+ 317.38% |
$136K - $146K
|
1.95K
$260K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 25.86% |
$134K - $144K
|
7.12K
$949K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.44K+ 11.99% |
$133K - $142K
|
13.5K
$1.8M
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.42K+ 5.49% |
$131K - $140K
|
27.3K
$3.64M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.41K+ 88.78% |
$130K - $139K
|
3K
$400K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.4K+ 18.52% |
$129K - $138K
|
8.98K
$1.2M
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1.38K+ 6.13% |
$127K - $136K
|
24K
$3.2M
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 16.63% |
$125K - $134K
|
9.53K
$1.27M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 6.46% |
$125K - $134K
|
22.3K
$2.98M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.34K+ 7.54% |
$123K - $132K
|
19.1K
$2.55M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.23% |
$122K - $131K
|
42.5K
$5.67M
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.31KNew |
$120K - $129K
|
1.31K
$175K
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 7.12% |
$120K - $129K
|
19.7K
$2.63M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.29K+ 15.62% |
$119K - $127K
|
9.58K
$1.28M
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1.29K+ 3.04% |
$118K - $127K
|
43.6K
$5.82M
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.28KNew |
$118K - $126K
|
1.28K
$171K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.25K+ 11.74% |
$115K - $123K
|
11.9K
$1.58M
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
1.19KNew |
$109K - $117K
|
1.19K
$158K
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.18K+ 15.27% |
$108K - $116K
|
8.88K
$1.18M
|
|
Aug 16, 2021
Q2 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.11K+ 2.02% |
$102K - $109K
|
56.1K
$7.49M
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 43.33% |
$102K - $109K
|
3.65K
$487K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 25.63% |
$99.7K - $107K
|
5.31K
$709K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 57.35% |
$97.9K - $105K
|
2.92K
$390K
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.03K+ 7.56% |
$94.2K - $101K
|
14.6K
$1.95M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 9.72% |
$92.5K - $99.1K
|
11.4K
$1.52M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
989+ 142.71% |
$90.9K - $97.4K
|
1.68K
$224K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
978+ 0.66% |
$89.9K - $96.3K
|
149K
$19.9M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
968+ 1.6% |
$89K - $95.3K
|
61.3K
$8.18M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
964+ 12.37% |
$88.6K - $94.9K
|
8.76K
$1.17M
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
952+ 36.29% |
$87.5K - $93.7K
|
3.58K
$477K
|