Purchases and Sales Made in Q3 2020 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.78M+ 11.28% |
$195M - $226M
|
27.4M
$3.56B
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
2.68M+ 70.09% |
$189M - $218M
|
6.5M
$846M
|
|
Nov 13, 2020
Q3 2020
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
639KNew |
$45M - $52.1M
|
639K
$83.1M
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
490K+ 107.2% |
$34.5M - $40M
|
948K
$123M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
461K+ 11.77% |
$32.5M - $37.6M
|
4.38M
$570M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
333K+ 13.35% |
$23.5M - $27.2M
|
2.83M
$369M
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
295K+ 92.08% |
$20.7M - $24M
|
615K
$80M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
179KNew |
$12.6M - $14.6M
|
179K
$23.3M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
154K+ 21.47% |
$10.9M - $12.6M
|
874K
$114M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 77.53% |
$10.3M - $12M
|
337K
$43.8M
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
145K+ 5.26% |
$10.2M - $11.8M
|
2.9M
$377M
|
|
Oct 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
141KNew |
$9.94M - $11.5M
|
141K
$18.4M
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
137KNew |
$9.64M - $11.2M
|
137K
$17.8M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 15.02% |
$8.62M - $9.98M
|
937K
$122M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 9.08% |
$8.45M - $9.79M
|
1.44M
$188M
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 5.95% |
$8.2M - $9.5M
|
2.07M
$270M
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101K+ 12.43% |
$7.09M - $8.21M
|
911K
$119M
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.8K+ 25.58% |
$6.46M - $7.49M
|
451K
$58.7M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89.4K+ 5.87% |
$6.3M - $7.3M
|
1.61M
$210M
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
85.8K+ 15.38% |
$6.04M - $7M
|
643K
$83.8M
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.7K+ 26.96% |
$5.47M - $6.34M
|
366K
$47.6M
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69.2K+ 25.28% |
$4.87M - $5.64M
|
343K
$44.6M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.7KNew |
$4.63M - $5.36M
|
65.7K
$8.56M
|
|
Oct 23, 2020
Q3 2020
|
Flc Capital Advisors
|
BUY
|
- |
65.5K+ 60.8% |
$4.61M - $5.34M
|
173K
$22.6M
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
54.4K+ 42.59% |
$3.83M - $4.44M
|
182K
$23.7M
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
54K+ 43.47% |
$3.8M - $4.4M
|
178K
$23.2M
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
52.7K+ 12.02% |
$3.71M - $4.3M
|
491K
$64M
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
52.5K+ 65.25% |
$3.69M - $4.28M
|
133K
$17.3M
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
BUY
|
- |
52.4K+ 148.9% |
$3.69M - $4.27M
|
87.5K
$11.4M
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
51.5KNew |
$3.63M - $4.2M
|
51.5K
$6.71M
|
|
Nov 13, 2020
Q3 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
48.2K+ 17.17% |
$3.39M - $3.93M
|
329K
$42.8M
|
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
42.4KNew |
$2.99M - $3.46M
|
42.4K
$5.53M
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
42.3KNew |
$2.98M - $3.45M
|
42.3K
$5.5M
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42.1K+ 39.64% |
$2.96M - $3.43M
|
148K
$19.3M
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40.9K+ 19.29% |
$2.88M - $3.33M
|
253K
$32.9M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 1162.5% |
$2.34M - $2.71M
|
36.1K
$4.7M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.8K+ 47.32% |
$2.31M - $2.68M
|
102K
$13.3M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.2K+ 11.97% |
$2.27M - $2.62M
|
301K
$39.2M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.8KNew |
$2.03M - $2.35M
|
28.8K
$3.75M
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.7K+ 196.66% |
$2.02M - $2.34M
|
43.3K
$5.64M
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
28.2KNew |
$1.98M - $2.3M
|
28.2K
$3.67M
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.9K+ 26.53% |
$1.96M - $2.27M
|
133K
$17.3M
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27.7K+ 277220.0% |
$1.95M - $2.26M
|
27.7K
$3.61M
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 21.11% |
$1.91M - $2.21M
|
156K
$20.3M
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27.1KNew |
$1.91M - $2.21M
|
27.1K
$3.53M
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.5K+ 86.21% |
$1.86M - $2.16M
|
57.2K
$7.44M
|
|
Nov 13, 2020
Q3 2020
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26K+ 63.37% |
$1.83M - $2.12M
|
67.1K
$8.73M
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.2K+ 114.17% |
$1.71M - $1.98M
|
45.4K
$5.92M
|
|
Nov 12, 2020
Q3 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
24.1K+ 11.61% |
$1.7M - $1.97M
|
232K
$30.2M
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
23.5K+ 20.09% |
$1.66M - $1.92M
|
141K
$18.3M
|