Purchases and Sales Made in Q3 2020 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 01, 2020 Q3 2020
Private Trust CO Na

BUY
 -
1.74K
+ 16.55%
$122K - $142K
12.2K $1.58M
Sep 08, 2021 Q3 2020
Retirement Group, LLC

BUY
 -
1.7K
New
$119K - $138K
1.7K $220K
Dec 18, 2020 Q3 2020
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.66K
+ 8.61%
$117K - $135K
20.9K $2.7M
Jul 17, 2024 Q3 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.63K
+ 760.75%
$115K - $133K
1.84K $238K
Nov 05, 2020 Q3 2020
Magnus Financial Group LLC

New York, NY
BUY
 -
1.42K
+ 40.26%
$100K - $116K
4.95K $640K
Aug 16, 2024 Q3 2020
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.4K
+ 171.59%
$98.2K - $114K
2.21K $286K
Nov 10, 2020 Q3 2020
Pittenger & Anderson Inc

BUY
 -
1.36K
+ 210.85%
$95.8K - $111K
2.01K $260K
Nov 12, 2020 Q3 2020
Stone X Group Inc.

BUY
 -
1.3K
+ 14.01%
$91.3K - $106K
10.6K $1.37M
Nov 16, 2020 Q3 2020
Mount Yale Investment Advisors, LLC

BUY
 -
1.27K
+ 2.99%
$89.1K - $103K
43.6K $5.65M
Nov 02, 2020 Q3 2020
Kovack Advisors, Inc.

BUY
 -
1.24K
+ 10.56%
$87.2K - $101K
13K $1.68M
Nov 12, 2020 Q3 2020
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.18K
+ 24.69%
$82.8K - $95.9K
5.94K $769K
Nov 13, 2020 Q3 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.1K
New
$77.5K - $89.7K
1.1K $142K
Nov 30, 2020 Q3 2020
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.05K
+ 27.63%
$73.9K - $85.6K
4.85K $628K
Nov 10, 2020 Q3 2020
Bigelow Investment Advisors, LLC

BUY
 -
1.03K
+ 20.11%
$72.6K - $84.1K
6.16K $797K
Oct 29, 2020 Q3 2020
Stratos Wealth Partners, Ltd.

BUY
 -
977
+ 9.94%
$68.8K - $79.7K
10.8K $1.4M
Nov 17, 2020 Q3 2020
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
967
+ 1.48%
$68.1K - $78.9K
66.2K $8.58M
Oct 22, 2020 Q3 2020
Omni Star Financial Group, Inc.

BUY
 -
906
+ 5.23%
$63.8K - $73.9K
18.2K $2.36M
Oct 27, 2020 Q3 2020
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
853
New
$60.1K - $69.6K
853 $110K
Oct 27, 2020 Q3 2020
Western Wealth Management, LLC

BUY
 -
821
+ 6.88%
$57.8K - $67K
12.8K $1.65M
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
813
+ 42.06%
$57.2K - $66.3K
2.75K $356K
Nov 10, 2020 Q3 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
799
New
$56.3K - $65.2K
799 $103K
Nov 09, 2020 Q3 2020
Fifth Third Bancorp

BUY
 -
764
New
$53.8K - $62.3K
764 $98.9K
Nov 13, 2020 Q3 2020
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
668
+ 17.34%
$47K - $54.5K
4.52K $585K
Oct 26, 2020 Q3 2020
Simon Quick Advisors, LLC

BUY
 -
632
New
$44.5K - $51.5K
632 $81.8K
Nov 13, 2020 Q3 2020
Massmutual Trust CO Fsb

BUY
 -
600
+ 251.05%
$42.2K - $48.9K
839 $109K
Nov 13, 2020 Q3 2020
Professional Financial Advisors, LLC

BUY
 -
553
New
$38.9K - $45.1K
553 $71.6K
Oct 30, 2020 Q3 2020
Fure Financial Corp

Bloomington, MN
BUY
 -
531
New
$37.4K - $43.3K
531 $68.7K
Oct 15, 2020 Q3 2020
White Lighthouse Investment Management Inc.

BUY
 -
520
+ 4.47%
$36.6K - $42.4K
12.1K $1.57M
Oct 23, 2020 Q3 2020
Bernardo Wealth Planning LLC

BUY
 -
505
+ 1.04%
$35.6K - $41.2K
49.1K $6.35M
Nov 13, 2020 Q3 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
488
New
$34.4K - $39.8K
488 $63.2K
Nov 12, 2020 Q3 2020
Private Capital Group, LLC

BUY
 -
479
+ 1.88%
$33.7K - $39.1K
25.9K $3.35M
Nov 12, 2020 Q3 2020
E Rn Financial, LLC

BUY
 -
466
+ 14.99%
$32.8K - $38K
3.58K $463K
Nov 16, 2020 Q3 2020
Gen Trust, LLC

BUY
 -
457
+ 4.88%
$32.2K - $37.3K
9.82K $1.27M
Nov 05, 2020 Q3 2020
Creative Planning

Overland Park, KS
BUY
 -
445
+ 3.49%
$31.3K - $36.3K
13.2K $1.71M
Nov 03, 2020 Q3 2020
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
419
New
$29.5K - $34.2K
419 $54.2K
Nov 13, 2020 Q3 2020
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
400
New
$28.2K - $32.6K
400 $51.8K
Nov 13, 2020 Q3 2020
Aspire Private Capital, LLC

BUY
 -
387
+ 5.38%
$27.2K - $31.6K
7.58K $981K
Nov 16, 2021 Q3 2020
Retirement Group, LLC

BUY
 -
383
+ 22.58%
$27K - $31.2K
2.08K $269K
Oct 26, 2020 Q3 2020
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
381
+ 1.64%
$26.8K - $31.1K
23.7K $3.06M
Nov 06, 2020 Q3 2020
Principal Financial Group Inc

Des Moines, IA
BUY
 -
360
+ 3.69%
$25.3K - $29.4K
10.1K $1.31M
Nov 10, 2020 Q3 2020
Arkadios Wealth Advisors

BUY
 -
326
+ 105.84%
$23K - $26.6K
634 $82.1K
Oct 26, 2020 Q3 2020
Stonebridge Financial Planning Group, LLC

BUY
 -
320
New
$22.5K - $26.1K
320 $41.4K
Oct 29, 2020 Q3 2020
Redw Wealth LLC

BUY
 -
319
+ 2.31%
$22.5K - $26K
14.1K $1.83M
Nov 06, 2020 Q3 2020
Parsec Financial Management, Inc.

BUY
 -
317
+ 1.28%
$22.3K - $25.9K
25.1K $3.24M
Nov 12, 2020 Q3 2020
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
300
+ 8.57%
$21.1K - $24.5K
3.8K $492K
Aug 13, 2024 Q3 2020
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
265
+ 79.58%
$18.7K - $21.6K
598 $77.4K
Nov 13, 2020 Q3 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
230
+ 3.25%
$16.2K - $18.8K
7.31K $946K
Nov 12, 2020 Q3 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
195
New
$13.7K - $15.9K
195 $25.2K
Nov 06, 2020 Q3 2020
Planned Solutions, Inc.

BUY
 -
185
New
$13K - $15.1K
185 $24K

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