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
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-966- 12.1% |
$88.8K - $95.1K
|
7.02K
$936K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.15K- 5.44% |
$106K - $114K
|
20K
$2.68M
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.24K- 11.77% |
$114K - $122K
|
9.26K
$1.24M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.37K- 3.9% |
$126K - $135K
|
33.7K
$4.5M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 34.25% |
$129K - $138K
|
2.69K
$359K
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.41K- 9.02% |
$130K - $139K
|
14.2K
$1.9M
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.42K- 1.09% |
$130K - $140K
|
128K
$17.1M
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.54K- 13.71% |
$141K - $151K
|
9.67K
$1.29M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59KClosed |
$146K - $156K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 5.92% |
$174K - $187K
|
30.1K
$4.02M
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.09K- 40.66% |
$192K - $205K
|
3.04K
$406K
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.12K- 0.99% |
$194K - $208K
|
211K
$28.1M
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.22K- 37.51% |
$204K - $218K
|
3.69K
$492K
|
|
Jul 29, 2021
Q2 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.22KClosed |
$204K - $219K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.23K- 24.5% |
$205K - $220K
|
6.88K
$917K
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.24KClosed |
$206K - $221K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-2.3KClosed |
$211K - $226K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-2.32KClosed |
$213K - $228K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.41KClosed |
$221K - $237K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.48KClosed |
$228K - $244K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.5K- 2.16% |
$230K - $246K
|
113K
$15.1M
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
SELL
|
- |
-2.6K- 13.08% |
$239K - $256K
|
17.3K
$2.31M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.63K- 15.23% |
$242K - $259K
|
14.6K
$1.95M
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.73K- 3.04% |
$251K - $269K
|
87.2K
$11.6M
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.8KClosed |
$258K - $276K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.06K- 49.58% |
$281K - $301K
|
3.11K
$415K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.12K- 13.5% |
$287K - $307K
|
20K
$2.67M
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.22KClosed |
$296K - $317K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.28K- 8.89% |
$302K - $323K
|
33.7K
$4.49M
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.39KClosed |
$312K - $334K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.75K- 2.11% |
$345K - $370K
|
174K
$23.2M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.86K- 2.46% |
$355K - $380K
|
153K
$20.4M
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 1.47% |
$358K - $383K
|
260K
$34.7M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4K- 12.01% |
$368K - $394K
|
29.3K
$3.91M
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.63KClosed |
$426K - $456K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.68K- 40.3% |
$430K - $461K
|
6.94K
$925K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.81K- 4.26% |
$442K - $473K
|
108K
$14.4M
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.21K- 7.54% |
$479K - $513K
|
63.9K
$8.52M
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.6K- 8.44% |
$515K - $551K
|
60.7K
$8.1M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5.95K- 37.94% |
$547K - $586K
|
9.74K
$1.3M
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.49KClosed |
$597K - $639K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.51K- 9.64% |
$599K - $641K
|
61K
$8.14M
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7.71KClosed |
$709K - $759K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-8.01KClosed |
$737K - $789K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.7K- 6.0% |
$800K - $857K
|
136K
$18.2M
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.74K- 18.11% |
$803K - $860K
|
39.5K
$5.27M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.22K- 33.69% |
$848K - $908K
|
18.1K
$2.42M
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-10.7K- 76.1% |
$980K - $1.05M
|
3.35K
$447K
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.2K- 11.19% |
$1.03M - $1.11M
|
89.1K
$11.9M
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11.6K- 73.38% |
$1.07M - $1.14M
|
4.21K
$562K
|