Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 19, 2021 Q2 2021
Wt Wealth Management

BUY
 -
951
+ 12.54%
$87.4K - $93.6K
8.53K $1.14M
Aug 10, 2021 Q2 2021
Levy Wealth Management Group, LLC

BUY
 -
948
+ 28.91%
$87.2K - $93.3K
4.23K $564K
Jul 26, 2021 Q2 2021
White Lighthouse Investment Management Inc.

BUY
 -
924
+ 7.81%
$85K - $91K
12.8K $1.7M
Aug 12, 2021 Q2 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
916
+ 2.6%
$84.2K - $90.2K
36.2K $4.82M
Jul 27, 2021 Q2 2021
Wedbush Securities Inc

BUY
 -
908
+ 10.54%
$83.5K - $89.4K
9.52K $1.27M
Aug 09, 2021 Q2 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
902
+ 2.63%
$82.9K - $88.8K
35.1K $4.69M
Aug 13, 2021 Q2 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
896
+ 9.78%
$82.4K - $88.2K
10.1K $1.34M
Aug 16, 2021 Q2 2021
Massmutual Trust CO Fsb

BUY
 -
890
+ 14.77%
$81.8K - $87.6K
6.92K $923K
Aug 12, 2021 Q2 2021
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
882
+ 8.77%
$81.1K - $86.9K
10.9K $1.46M
Jul 20, 2021 Q2 2021
Blb&B Advisors, LLC

BUY
 -
877
+ 17.31%
$80.6K - $86.4K
5.94K $793K
Jul 20, 2021 Q2 2021
Raymond James Trust N.A.

BUY
 -
833
+ 3.87%
$76.6K - $82K
22.4K $2.99M
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
812
+ 0.97%
$74.7K - $80K
84.2K $11.2M
Aug 03, 2021 Q2 2021
Financial Counselors Inc

BUY
 -
799
+ 14.34%
$73.5K - $78.7K
6.37K $850K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
723
New
$66.5K - $71.2K
723 $96.5K
Aug 09, 2021 Q2 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
713
+ 4.22%
$65.6K - $70.2K
17.6K $2.35M
Aug 06, 2021 Q2 2021
Van Hulzen Asset Management, LLC

BUY
 -
700
+ 0.53%
$64.4K - $68.9K
134K $17.8M
Aug 10, 2021 Q2 2021
Institutional & Family Asset Management, LLC

BUY
 -
695
+ 7.73%
$63.9K - $68.4K
9.68K $1.29M
Jul 22, 2021 Q2 2021
Burleson & Company, LLC

BUY
 -
683
New
$62.8K - $67.3K
683 $91.1K
Aug 10, 2021 Q2 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
682
+ 5.45%
$62.7K - $67.2K
13.2K $1.76M
Jul 29, 2021 Q2 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
631
+ 25.84%
$58K - $62.1K
3.07K $410K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
586
+ 86.81%
$53.9K - $57.7K
1.26K $168K
Jul 22, 2021 Q2 2021
Meridian Wealth Management, LLC

BUY
 -
581
+ 19.75%
$53.4K - $57.2K
3.52K $470K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
578
New
$53.1K - $56.9K
578 $77.1K
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
560
+ 8.93%
$51.5K - $55.1K
6.83K $911K
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
560
+ 8.93%
$51.5K - $55.1K
6.83K $911K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

BUY
 -
536
+ 5.59%
$49.3K - $52.8K
10.1K $1.35M
Aug 16, 2021 Q2 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
520
+ 13.02%
$47.8K - $51.2K
4.51K $602K
Sep 01, 2021 Q2 2021
Goal Vest Advisory LLC

BUY
 -
443
New
$40.7K - $43.6K
443 $59.1K
Aug 03, 2021 Q2 2021
1 St Source Bank

BUY
 -
420
+ 7.91%
$38.6K - $41.4K
5.73K $764K
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
409
+ 10.06%
$37.6K - $40.3K
4.48K $597K
Mar 11, 2024 Q2 2021
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
364
+ 0.15%
$33.5K - $35.8K
243K $32.5M
Jul 27, 2021 Q2 2021
Sequoia Financial Advisors, LLC

BUY
 -
328
+ 7.63%
$30.2K - $32.3K
4.63K $618K
Jul 26, 2021 Q2 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
320
+ 27.8%
$29.4K - $31.5K
1.47K $196K
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
309
+ 0.4%
$28.4K - $30.4K
78.5K $10.5M
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

BUY
 -
303
+ 0.28%
$27.9K - $29.8K
108K $14.4M
Jul 07, 2021 Q2 2021
Private Trust CO Na

BUY
 -
289
+ 1.19%
$26.6K - $28.5K
24.6K $3.29M
Jul 21, 2021 Q2 2021
Institute For Wealth Management, Llc.

BUY
 -
285
+ 0.92%
$26.2K - $28.1K
31.1K $4.15M
Aug 12, 2021 Q2 2021
Clearstead Trust, LLC

Portland, ME
BUY
 -
278
New
$25.6K - $27.4K
278 $37.1K
Aug 13, 2021 Q2 2021
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
277
+ 7.28%
$25.5K - $27.3K
4.08K $544K
Jul 01, 2021 Q2 2021
Lowe Wealth Advisors, LLC

BUY
 -
275
+ 20.37%
$25.3K - $27.1K
1.63K $217K
Aug 23, 2021 Q2 2021
Front Row Advisors LLC

Tiburon, CA
BUY
 -
268
+ 4.8%
$24.6K - $26.4K
5.85K $780K
Aug 05, 2021 Q2 2021
Gould Asset Management LLC

Claremont, CA
BUY
 -
265
+ 1.88%
$24.4K - $26.1K
14.4K $1.92M
Aug 09, 2021 Q2 2021
Osborne Partners Capital Management, LLC

BUY
 -
260
+ 8.35%
$23.9K - $25.6K
3.38K $450K
Jul 29, 2021 Q2 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
253
+ 0.68%
$23.3K - $24.9K
37.3K $4.98M
Aug 13, 2021 Q2 2021
Stone House Investment Management, LLC

BUY
 -
243
+ 0.1%
$22.3K - $23.9K
240K $32M
Aug 12, 2021 Q2 2021
Pecaut & Co.

BUY
 -
232
New
$21.3K - $22.8K
232 $31K
Aug 02, 2021 Q2 2021
Chicago Partners Investment Group LLC

BUY
 -
229
+ 6.21%
$21.1K - $22.5K
3.92K $523K
Jul 27, 2021 Q2 2021
Aptus Capital Advisors, LLC

BUY
 -
225
+ 4.53%
$20.7K - $22.2K
5.19K $692K
Aug 03, 2021 Q2 2021
Argi Investment Services, LLC

BUY
 -
224
+ 4.96%
$20.6K - $22.1K
4.74K $633K

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