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
Nov 13, 2020 Q3 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
184
+ 16.79%
$13K - $15K
1.28K $166K
Nov 04, 2020 Q3 2020
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
176
+ 0.33%
$12.4K - $14.4K
54.1K $7.01M
Oct 15, 2020 Q3 2020
Davenport & CO LLC

BUY
 -
151
+ 3.75%
$10.6K - $12.3K
4.18K $541K
Oct 26, 2020 Q3 2020
Ellevest, Inc.

BUY
 -
125
New
$8.8K - $10.2K
125 $16.2K
Nov 10, 2020 Q3 2020
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
111
New
$7.82K - $9.05K
111 $14.4K
Oct 09, 2020 Q3 2020
Lantz Financial LLC

BUY
 -
111
+ 3.74%
$7.82K - $9.05K
3.08K $398K
Nov 12, 2020 Q3 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
110
+ 2.33%
$7.75K - $8.97K
4.83K $625K
Nov 03, 2020 Q3 2020
Valtinson Bruner Financial Planning LLC

BUY
 -
109
+ 3.44%
$7.67K - $8.89K
3.28K $425K
Oct 16, 2020 Q3 2020
Lowe Wealth Advisors, LLC

BUY
 -
100
+ 50.0%
$7.04K - $8.16K
300 $38.8K
Nov 19, 2020 Q3 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
96
+ 1.66%
$6.76K - $7.83K
5.87K $760K
Nov 12, 2020 Q3 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
87
New
$6.13K - $7.1K
87 $11.3K
Nov 10, 2020 Q3 2020
Us Bancorp \De\

BUY
 -
69
New
$4.86K - $5.63K
69 $8.93K
Oct 20, 2020 Q3 2020
Lineweaver Wealth Advisors, LLC

BUY
 -
68
+ 0.03%
$4.79K - $5.55K
227K $29.4M
Nov 12, 2020 Q3 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
66
+ 0.79%
$4.65K - $5.38K
8.47K $1.1M
Sep 21, 2023 Q3 2020
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
62
New
$4.37K - $5.06K
62 $8.03K
Nov 12, 2020 Q3 2020
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
52
+ 0.49%
$3.66K - $4.24K
10.7K $1.39M
Oct 20, 2020 Q3 2020
Investors Research Corp

BUY
 -
15
New
$1.06K - $1.22K
15 $1.94K
Nov 09, 2020 Q3 2020
Rkl Wealth Management LLC

BUY
 -
13
+ 0.36%
$915 - $1.06K
3.61K $467K
Oct 21, 2020 Q3 2020
Vision Capital Management, Inc.

Portland, OR
BUY
 -
11
+ 0.07%
$775 - $897
16.8K $2.17M
Oct 14, 2020 Q3 2020
Baystate Wealth Management LLC

BUY
 -
3
+ 0.57%
$211 - $245
528 $68.4K
Oct 15, 2020 Q3 2020
Acorn Financial Advisory Services Inc

BUY
 -
1
+ 0.03%
$70.4 - $81.6
3.58K $464K
Oct 23, 2020 Q3 2020
Harbor Investment Advisory, LLC

BUY
 -
1
New
$70.4 - $81.6
1 $129
Oct 13, 2020 Q3 2020
Regal Wealth Group, Inc.

SELL
 -
-2
- 0.22%
$141 - $163
904 $117K
Oct 30, 2020 Q3 2020
Jacobi Capital Management LLC

SELL
 -
-5
- 27.78%
$352 - $408
13 $1.68K
Oct 13, 2020 Q3 2020
Rda Financial Network

SELL
 -
-8
- 0.03%
$563 - $652
28.9K $3.74M
Nov 03, 2020 Q3 2020
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-58
Closed
$4.08K - $4.73K
0 $0
Nov 13, 2020 Q3 2020
Xml Financial, LLC

SELL
 -
-62
- 1.19%
$4.37K - $5.06K
5.13K $664K
Nov 05, 2020 Q3 2020
Spectrum Management Group, LLC

SELL
 -
-80
- 0.05%
$5.63K - $6.52K
164K $21.2M
Oct 09, 2020 Q3 2020
Global Retirement Partners, LLC

SELL
 -
-84
- 3.95%
$5.91K - $6.85K
2.04K $264K
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-94
- 1.45%
$6.62K - $7.67K
6.4K $828K
Oct 23, 2020 Q3 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-104
Closed
$7.32K - $8.48K
0 $0
Oct 30, 2020 Q3 2020
Wt Wealth Management

SELL
 -
-123
- 3.39%
$8.66K - $10K
3.5K $453K
Oct 13, 2020 Q3 2020
Signature Estate & Investment Advisors LLC

SELL
 -
-130
- 2.2%
$9.15K - $10.6K
5.77K $747K
Nov 09, 2020 Q3 2020
Legacy Financial Advisors, Inc.

SELL
 -
-132
- 1.03%
$9.29K - $10.8K
12.7K $1.64M
Oct 30, 2020 Q3 2020
Institutional & Family Asset Management, LLC

SELL
 -
-163
- 1.84%
$11.5K - $13.3K
8.69K $1.12M
Nov 12, 2020 Q3 2020
Mattern Wealth Management LLC

SELL
 -
-176
- 4.81%
$12.4K - $14.4K
3.48K $451K
Oct 20, 2020 Q3 2020
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-178
- 0.65%
$12.5K - $14.5K
27.3K $3.54M
Oct 14, 2020 Q3 2020
ETF Portfolio Partners, Inc.

SELL
 -
-202
- 3.95%
$14.2K - $16.5K
4.91K $635K
Nov 04, 2020 Q3 2020
New Square Capital LLC

SELL
 -
-210
- 20.29%
$14.8K - $17.1K
825 $107K
Oct 14, 2020 Q3 2020
Hbw Advisory Services LLC

SELL
 -
-214
- 4.62%
$15.1K - $17.5K
4.42K $573K
Oct 22, 2020 Q3 2020
Tarbox Family Office, Inc.

SELL
 -
-300
- 3.0%
$21.1K - $24.5K
9.7K $1.26M
Nov 18, 2020 Q3 2020
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-342
Closed
$24.1K - $27.9K
0 $0
Oct 21, 2020 Q3 2020
First Heartland Consultants, Inc.

SELL
 -
-435
- 5.28%
$30.6K - $35.5K
7.81K $1.01M
Oct 21, 2020 Q3 2020
Selective Wealth Management, Inc.

SELL
 -
-444
Closed
$31.3K - $36.2K
0 $0
Nov 16, 2020 Q3 2020
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-462
- 5.43%
$32.5K - $37.7K
8.05K $1.04M
Oct 20, 2020 Q3 2020
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-468
- 50.11%
$33K - $38.2K
466 $60.3K
Nov 16, 2020 Q3 2020
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-485
- 12.28%
$34.1K - $39.6K
3.46K $448K
Jan 08, 2024 Q3 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-532
- 0.6%
$37.5K - $43.4K
88.6K $11.5M
Oct 08, 2020 Q3 2020
Highland Private Wealth Management

SELL
 -
-587
- 0.73%
$41.3K - $47.9K
80.3K $10.4M

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