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 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
221New |
$20.3K - $21.8K
|
221
$29.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
201New |
$18.5K - $19.8K
|
201
$26.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
200New |
$18.4K - $19.7K
|
200
$26.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
200+ 1.02% |
$18.4K - $19.7K
|
19.7K
$2.63M
|
|
|
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
193+ 7.71% |
$17.7K - $19K
|
2.7K
$360K
|
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
183New |
$16.8K - $18K
|
183
$24.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
180+ 7.36% |
$16.6K - $17.7K
|
2.63K
$350K
|
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
178+ 5.99% |
$16.4K - $17.5K
|
3.15K
$420K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
159+ 1.38% |
$14.6K - $15.7K
|
11.7K
$1.56M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
154+ 0.64% |
$14.2K - $15.2K
|
24.1K
$3.21M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
148+ 269.09% |
$13.6K - $14.6K
|
203
$27.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
134+ 4.39% |
$12.3K - $13.2K
|
3.18K
$425K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
134+ 20.9% |
$12.3K - $13.2K
|
775
$103K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
119+ 3.14% |
$10.9K - $11.7K
|
3.91K
$522K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
110+ 1.41% |
$10.1K - $10.8K
|
7.94K
$1.06M
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
108+ 0.27% |
$9.93K - $10.6K
|
40.7K
$5.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
103+ 2.83% |
$9.47K - $10.1K
|
3.74K
$499K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
95+ 4.48% |
$8.74K - $9.35K
|
2.22K
$296K
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
85+ 23.42% |
$7.82K - $8.37K
|
448
$59.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
75New |
$6.9K - $7.39K
|
75
$10K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
74+ 96.1% |
$6.8K - $7.29K
|
151
$20.2K
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
70+ 0.03% |
$6.44K - $6.89K
|
251K
$33.4M
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
61+ 2.48% |
$5.61K - $6.01K
|
2.52K
$336K
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 1.46% |
$4.87K - $5.22K
|
3.67K
$490K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
50+ 0.53% |
$4.6K - $4.92K
|
9.45K
$1.26M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
44+ 0.46% |
$4.05K - $4.33K
|
9.69K
$1.29M
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
42New |
$3.86K - $4.14K
|
42
$5.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36+ 1.15% |
$3.31K - $3.54K
|
3.16K
$422K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 1.95% |
$3.22K - $3.45K
|
1.83K
$244K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 1.95% |
$3.22K - $3.45K
|
1.83K
$244K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$2.94K - $3.15K
|
10.5K
$1.4M
|
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
31+ 0.56% |
$2.85K - $3.05K
|
5.59K
$745K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23+ 0.48% |
$2.11K - $2.26K
|
4.79K
$639K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
23New |
$2.11K - $2.26K
|
23
$3.07K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$2K
|
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.29% |
$1.1K - $1.18K
|
4.2K
$561K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.44% |
$1.01K - $1.08K
|
2.5K
$333K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$828 - $886
|
9
$1.2K
|
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 300.0% |
$276 - $295
|
4
$534
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 5.0% |
$92 - $98.5
|
21
$2.8K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.24% |
$92 - $98.5
|
422
$56.3K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3Closed |
$276 - $295
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-5- 0.12% |
$460 - $492
|
4.16K
$555K
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12- 4.69% |
$1.1K - $1.18K
|
244
$32.6K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-15- 0.71% |
$1.38K - $1.48K
|
2.11K
$282K
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-15- 0.07% |
$1.38K - $1.48K
|
21.8K
$2.91M
|
|
|
Aug 03, 2021
Q2 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-20- 0.66% |
$1.84K - $1.97K
|
3K
$400K
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-20- 3.33% |
$1.84K - $1.97K
|
580
$77.4K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 1.24% |
$3.03K - $3.25K
|
2.62K
$350K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-45- 2.84% |
$4.14K - $4.43K
|
1.54K
$206K
|