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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7KNew |
$1.53M - $1.77M
|
21.7K
$2.81M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 6.15% |
$1.5M - $1.74M
|
368K
$47.7M
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.9K+ 13.51% |
$1.47M - $1.7M
|
176K
$22.7M
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.4K+ 14.36% |
$1.44M - $1.66M
|
162K
$21M
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
20.1K+ 23.85% |
$1.41M - $1.64M
|
104K
$13.5M
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
18.8K+ 7.99% |
$1.33M - $1.54M
|
255K
$33M
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.6K+ 18.08% |
$1.24M - $1.44M
|
115K
$14.9M
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17.2K+ 14.38% |
$1.21M - $1.4M
|
137K
$17.7M
|
|
Nov 10, 2020
Q3 2020
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16.7K+ 95.81% |
$1.18M - $1.36M
|
34.1K
$4.42M
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16KNew |
$1.13M - $1.3M
|
16K
$2.07M
|
|
Oct 06, 2020
Q3 2020
|
Parkside Advisors LLC
|
BUY
|
- |
15.9K+ 186.73% |
$1.12M - $1.3M
|
24.4K
$3.16M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 6.98% |
$1.09M - $1.26M
|
236K
$30.6M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.9K+ 4.3% |
$1.05M - $1.22M
|
363K
$47M
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1K+ 12.7% |
$995K - $1.15M
|
125K
$16.2M
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
14K+ 4115.84% |
$988K - $1.14M
|
14.4K
$1.86M
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.7K+ 11.59% |
$963K - $1.12M
|
132K
$17.1M
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
13.5K+ 3.18% |
$953K - $1.1M
|
439K
$56.8M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 7.88% |
$946K - $1.1M
|
184K
$23.8M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3K+ 28.14% |
$939K - $1.09M
|
60.8K
$7.87M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 164.14% |
$923K - $1.07M
|
21.1K
$2.73M
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.3K+ 4.82% |
$866K - $1M
|
268K
$34.7M
|
|
Nov 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.1K+ 12.02% |
$852K - $987K
|
113K
$14.6M
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.2K+ 13.77% |
$787K - $911K
|
92.3K
$12M
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 134.58% |
$771K - $893K
|
19.1K
$2.47M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 52.36% |
$765K - $886K
|
31.6K
$4.09M
|
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$749K - $868K
|
10.6K
$1.38M
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
10K+ 7.78% |
$705K - $816K
|
139K
$17.9M
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8K+ 124.05% |
$690K - $799K
|
17.7K
$2.29M
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.77KNew |
$688K - $797K
|
9.77K
$1.27M
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.76K+ 90.01% |
$687K - $796K
|
20.6K
$2.67M
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.49K+ 187.98% |
$668K - $774K
|
14.5K
$1.88M
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.64K+ 62.74% |
$608K - $705K
|
22.4K
$2.9M
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
8.28KNew |
$583K - $675K
|
8.28K
$1.07M
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.27K+ 13.38% |
$582K - $675K
|
70.1K
$9.07M
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.05K+ 1.64% |
$567K - $657K
|
500K
$64.7M
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.96K+ 111.72% |
$560K - $649K
|
15.1K
$1.95M
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.89KNew |
$556K - $644K
|
7.89K
$1.02M
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.69K+ 23.84% |
$541K - $627K
|
39.9K
$5.17M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.58K+ 30.65% |
$534K - $618K
|
32.3K
$4.18M
|
|
Nov 13, 2020
Q3 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.43KNew |
$523K - $606K
|
7.43K
$961K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.23K+ 19.73% |
$509K - $589K
|
43.9K
$5.68M
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
7.15K+ 35.32% |
$504K - $583K
|
27.4K
$3.55M
|
|
Nov 13, 2020
Q3 2020
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.03KNew |
$495K - $573K
|
7.03K
$910K
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.75K+ 59.29% |
$475K - $551K
|
18.1K
$2.35M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.7K+ 31.04% |
$472K - $546K
|
28.3K
$3.66M
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
5.97K+ 73.86% |
$420K - $487K
|
14K
$1.82M
|
|
Nov 10, 2020
Q3 2020
|
Merit Financial Group, LLC
|
BUY
|
- |
5.6KNew |
$394K - $457K
|
5.6K
$725K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.52K+ 5.27% |
$389K - $450K
|
110K
$14.3M
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.52KNew |
$389K - $450K
|
5.52K
$714K
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
BUY
|
- |
5.49K+ 81.82% |
$386K - $448K
|
12.2K
$1.58M
|