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 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$380K - $440K
|
5.4K
$721K
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.39K+ 29.89% |
$379K - $439K
|
23.4K
$3.13M
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.38K+ 127.11% |
$379K - $439K
|
9.62K
$1.28M
|
|
Nov 05, 2020
Q3 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.27K+ 16.1% |
$371K - $430K
|
38K
$5.08M
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.21K+ 49.46% |
$367K - $425K
|
15.7K
$2.1M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.15K+ 11.59% |
$363K - $420K
|
49.6K
$6.62M
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.02K+ 46.27% |
$354K - $410K
|
15.9K
$2.12M
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.64KNew |
$326K - $378K
|
4.64K
$620K
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.38K+ 4382.0% |
$309K - $357K
|
4.48K
$599K
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
4.34K+ 50.28% |
$306K - $354K
|
13K
$1.73M
|
|
Nov 12, 2020
Q3 2020
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.18KNew |
$294K - $341K
|
4.18K
$558K
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.14K+ 1.44% |
$291K - $337K
|
292K
$39M
|
|
Oct 14, 2020
Q3 2020
|
Planning Alternatives LTD
|
BUY
|
- |
4.11KNew |
$289K - $335K
|
4.11K
$549K
|
|
Nov 04, 2020
Q3 2020
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.11KNew |
$289K - $335K
|
4.11K
$549K
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
3.9K+ 31.07% |
$275K - $318K
|
16.5K
$2.2M
|
|
Oct 07, 2020
Q3 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.86K+ 126.7% |
$272K - $315K
|
6.91K
$924K
|
|
Nov 16, 2020
Q3 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.86KNew |
$272K - $315K
|
3.86K
$516K
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.67KNew |
$258K - $299K
|
3.67K
$490K
|
|
Oct 27, 2020
Q3 2020
|
Wbh Advisory Inc
|
BUY
|
- |
3.57K+ 66.97% |
$251K - $291K
|
8.9K
$1.19M
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.5K+ 71.43% |
$246K - $285K
|
8.4K
$1.12M
|
|
Oct 29, 2020
Q3 2020
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.46KNew |
$243K - $282K
|
3.46K
$462K
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.41K+ 65.62% |
$240K - $278K
|
8.61K
$1.15M
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.39K+ 13.19% |
$238K - $276K
|
29.1K
$3.88M
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.33K+ 4.66% |
$235K - $272K
|
74.9K
$10M
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.23K+ 2.57% |
$228K - $264K
|
129K
$17.2M
|
|
Oct 20, 2020
Q3 2020
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.18KNew |
$224K - $259K
|
3.18K
$424K
|
|
Oct 28, 2020
Q3 2020
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.17KNew |
$223K - $258K
|
3.17K
$423K
|
|
Nov 12, 2020
Q3 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.03K+ 66.24% |
$213K - $247K
|
7.6K
$1.02M
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.99KNew |
$210K - $244K
|
2.99K
$399K
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.82KNew |
$199K - $230K
|
2.82K
$377K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82K+ 6.9% |
$199K - $230K
|
43.7K
$5.84M
|
|
Nov 10, 2020
Q3 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
2.82KNew |
$199K - $230K
|
2.82K
$377K
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.82K+ 19.77% |
$198K - $230K
|
17.1K
$2.28M
|
|
Nov 13, 2020
Q3 2020
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 31.47% |
$195K - $226K
|
11.6K
$1.55M
|
|
Nov 13, 2020
Q3 2020
|
Retirement Capital Strategies
|
BUY
|
- |
2.76K+ 7.33% |
$194K - $225K
|
40.4K
$5.39M
|
|
Nov 02, 2020
Q3 2020
|
North Star Asset Management Inc
|
BUY
|
- |
2.75KNew |
$193K - $224K
|
2.75K
$367K
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.73K+ 10.75% |
$192K - $223K
|
28.2K
$3.76M
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$188K - $217K
|
2.67K
$356K
|
|
Oct 20, 2020
Q3 2020
|
Rhs Financial, LLC
|
BUY
|
- |
2.65K+ 49.68% |
$187K - $216K
|
8K
$1.07M
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.64K+ 26.42% |
$186K - $215K
|
12.6K
$1.69M
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.63K+ 50.96% |
$185K - $214K
|
7.79K
$1.04M
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.62KNew |
$184K - $214K
|
2.62K
$350K
|
|
Oct 14, 2020
Q3 2020
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.6K+ 10.21% |
$183K - $212K
|
28.1K
$3.75M
|
|
Oct 13, 2020
Q3 2020
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.48K+ 12.7% |
$174K - $202K
|
22K
$2.94M
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.47K+ 1.9% |
$174K - $201K
|
132K
$17.7M
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.28K+ 25.39% |
$160K - $186K
|
11.2K
$1.5M
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.22K+ 2.29% |
$156K - $181K
|
99.1K
$13.2M
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.14KNew |
$151K - $175K
|
2.14K
$286K
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01KNew |
$141K - $164K
|
2.01K
$268K
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 16.84% |
$130K - $150K
|
12.8K
$1.71M
|