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 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-59- 2.04% |
$5.43K - $5.81K
|
2.84K
$379K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-59- 1.08% |
$5.43K - $5.81K
|
5.39K
$719K
|
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-80- 2.42% |
$7.36K - $7.88K
|
3.23K
$431K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 0.92% |
$7.45K - $7.98K
|
8.76K
$1.17M
|
|
|
Aug 06, 2021
Q2 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-83- 0.13% |
$7.63K - $8.17K
|
66.3K
$8.85M
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-89- 2.96% |
$8.18K - $8.76K
|
2.92K
$390K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-95Closed |
$8.74K - $9.35K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-98- 2.06% |
$9.01K - $9.65K
|
4.66K
$621K
|
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-102- 14.13% |
$9.38K - $10K
|
620
$82.7K
|
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-102- 3.27% |
$9.38K - $10K
|
3.02K
$403K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-112Closed |
$10.3K - $11K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-116- 1.7% |
$10.7K - $11.4K
|
6.69K
$893K
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-121- 2.98% |
$11.1K - $11.9K
|
3.94K
$526K
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-135- 1.4% |
$12.4K - $13.3K
|
9.5K
$1.27M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-139- 1.2% |
$12.8K - $13.7K
|
11.5K
$1.53M
|
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-139- 4.79% |
$12.8K - $13.7K
|
2.76K
$368K
|
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-155- 5.65% |
$14.3K - $15.3K
|
2.59K
$346K
|
|
|
Jul 21, 2021
Q2 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-159- 1.22% |
$14.6K - $15.7K
|
12.9K
$1.72M
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-170- 14.01% |
$15.6K - $16.7K
|
1.04K
$139K
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-172- 0.87% |
$15.8K - $16.9K
|
19.5K
$2.61M
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-203- 3.69% |
$18.7K - $20K
|
5.29K
$706K
|
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-207- 4.0% |
$19K - $20.4K
|
4.97K
$663K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-214Closed |
$19.7K - $21.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-228- 0.42% |
$21K - $22.5K
|
54.1K
$7.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Gen Trust, LLC
|
SELL
|
- |
-232- 4.33% |
$21.3K - $22.8K
|
5.13K
$685K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-242Closed |
$22.3K - $23.8K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-253- 4.19% |
$23.3K - $24.9K
|
5.79K
$773K
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-263- 4.94% |
$24.2K - $25.9K
|
5.06K
$676K
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-289- 0.61% |
$26.6K - $28.5K
|
46.8K
$6.25M
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-290Closed |
$26.7K - $28.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-333Closed |
$30.6K - $32.8K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-400- 1.86% |
$36.8K - $39.4K
|
21.1K
$2.82M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-407- 1.19% |
$37.4K - $40.1K
|
33.9K
$4.53M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-408- 1.19% |
$37.5K - $40.2K
|
33.9K
$4.53M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-421- 7.51% |
$38.7K - $41.5K
|
5.19K
$692K
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-432- 0.07% |
$39.7K - $42.5K
|
623K
$83.1M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-435- 6.73% |
$40K - $42.8K
|
6.03K
$804K
|
|
|
Jul 19, 2021
Q2 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-450- 4.26% |
$41.4K - $44.3K
|
10.1K
$1.35M
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-474- 4.24% |
$43.6K - $46.7K
|
10.7K
$1.43M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-506- 47.16% |
$46.5K - $49.8K
|
567
$75.7K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-519- 0.85% |
$47.7K - $51.1K
|
60.3K
$8.05M
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-556- 3.21% |
$51.1K - $54.7K
|
16.8K
$2.24M
|
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-755- 1.22% |
$69.4K - $74.3K
|
61K
$8.14M
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-788- 3.75% |
$72.5K - $77.6K
|
20.2K
$2.7M
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-829- 49.29% |
$76.2K - $81.6K
|
853
$114K
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
SELL
|
- |
-858- 1.69% |
$78.9K - $84.5K
|
49.8K
$6.65M
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-859Closed |
$79K - $84.6K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-877- 6.71% |
$80.6K - $86.4K
|
12.2K
$1.63M
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-885Closed |
$81.4K - $87.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-890Closed |
$81.8K - $87.6K
|
0
$0
|