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 23, 2020 Q3 2020
Patriot Investment Management Inc.

SELL
 -
-629
Closed
$44.3K - $51.3K
0 $0
Oct 27, 2020 Q3 2020
Parallel Advisors, LLC

SELL
 -
-659
- 7.04%
$46.4K - $53.7K
8.71K $1.13M
Oct 29, 2020 Q3 2020
Manning & Napier Group, LLC

SELL
 -
-757
- 13.43%
$53.3K - $61.7K
4.88K $632K
Nov 10, 2020 Q3 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-874
- 4.78%
$61.5K - $71.3K
17.4K $2.26M
Nov 09, 2020 Q3 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-932
- 14.94%
$65.6K - $76K
5.31K $687K
Oct 19, 2020 Q3 2020
Archford Capital Strategies, LLC

SELL
 -
-984
- 5.65%
$69.3K - $80.3K
16.4K $2.13M
Nov 12, 2020 Q3 2020
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-989
- 2.15%
$69.6K - $80.7K
45K $5.83M
Nov 23, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.12K
- 40.75%
$78.8K - $91.3K
1.63K $211K
Nov 13, 2020 Q3 2020
Mather Group, Llc.

Chicago, IL
SELL
 -
-1.19K
- 26.75%
$83.9K - $97.1K
3.26K $422K
Nov 03, 2020 Q3 2020
Van Hulzen Asset Management, LLC

SELL
 -
-1.6K
- 1.56%
$113K - $131K
101K $13.1M
Oct 27, 2020 Q3 2020
Montecito Bank & Trust

SELL
 -
-1.81K
- 4.87%
$127K - $147K
35.3K $4.57M
Oct 13, 2020 Q3 2020
Successful Portfolios LLC

SELL
 -
-1.81K
- 9.44%
$127K - $148K
17.4K $2.25M
Oct 15, 2020 Q3 2020
Stone House Investment Management, LLC

SELL
 -
-2.16K
- 1.29%
$152K - $176K
165K $21.4M
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-2.45K
Closed
$172K - $199K
0 $0
Oct 23, 2020 Q3 2020
Macroview Investment Management LLC

SELL
 -
-2.48K
- 5.59%
$174K - $202K
41.8K $5.42M
Nov 06, 2020 Q3 2020
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-2.65K
Closed
$187K - $216K
0 $0
Oct 30, 2020 Q3 2020
Private Ocean, LLC

SELL
 -
-2.77K
- 5.11%
$195K - $226K
51.4K $6.66M
Oct 13, 2020 Q3 2020
V Wealth Advisors LLC

SELL
 -
-2.84K
- 27.71%
$200K - $232K
7.42K $960K
Oct 19, 2020 Q3 2020
One Advisory Partners, LLC

SELL
 -
-3.2K
- 1.49%
$225K - $261K
211K $27.3M
Nov 04, 2020 Q3 2020
Savant Capital, LLC

SELL
 -
-3.32K
Closed
$233K - $270K
0 $0
Nov 03, 2020 Q3 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-3.63K
- 7.91%
$256K - $296K
42.3K $5.47M
Oct 07, 2020 Q3 2020
Ellenbecker Investment Group

SELL
 -
-3.9K
Closed
$275K - $318K
0 $0
Nov 09, 2020 Q3 2020
Wade G W & Inc

Wellesley, MA
SELL
 -
-4.01K
Closed
$283K - $327K
0 $0
Nov 12, 2020 Q3 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-4.22K
- 6.83%
$297K - $344K
57.5K $7.45M
Nov 30, 2020 Q3 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-4.4K
- 15.99%
$310K - $359K
23.1K $2.99M
Oct 13, 2020 Q3 2020
Flagship Harbor Advisors, LLC

SELL
 -
-4.76K
Closed
$335K - $388K
0 $0
Nov 16, 2020 Q3 2020
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-5.48K
- 28.97%
$386K - $447K
13.4K $1.74M
Nov 04, 2020 Q3 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-6K
- 26.02%
$422K - $489K
17.1K $2.21M
Nov 12, 2020 Q3 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-6.69K
- 7.76%
$471K - $546K
79.5K $10.3M
Oct 19, 2020 Q3 2020
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-7.58K
- 22.93%
$534K - $618K
25.5K $3.3M
Nov 17, 2020 Q3 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-7.69K
- 42.48%
$541K - $627K
10.4K $1.35M
Nov 19, 2020 Q3 2020
Tru Independence LLC

SELL
 -
-7.76K
Closed
$546K - $633K
0 $0
Nov 12, 2020 Q3 2020
Vicus Capital

State College, PA
SELL
 -
-8.26K
Closed
$582K - $674K
0 $0
Nov 16, 2020 Q3 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-9.6K
- 32.27%
$676K - $783K
20.2K $2.61M
Oct 15, 2020 Q3 2020
Teamwork Financial Advisors, LLC

SELL
 -
-9.99K
Closed
$703K - $815K
0 $0
Dec 07, 2020 Q3 2020
Castle Rock Wealth Management, LLC

SELL
 -
-10.5K
Closed
$741K - $859K
0 $0
Oct 09, 2020 Q3 2020
True Private Wealth Advisors

SELL
 -
-10.9K
- 23.78%
$764K - $885K
34.8K $4.5M
Oct 19, 2020 Q3 2020
Capital Investment Advisory Services, LLC

SELL
 -
-12.6K
- 43.47%
$884K - $1.02M
16.3K $2.12M
Nov 03, 2020 Q3 2020
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-12.8K
- 20.92%
$900K - $1.04M
48.3K $6.26M
Nov 17, 2020 Q3 2020
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-13.2K
- 41.63%
$929K - $1.08M
18.5K $2.39M
Oct 13, 2020 Q3 2020
Cornerstone Wealth Management, LLC

SELL
 -
-15K
- 26.81%
$1.06M - $1.23M
41K $5.31M
Nov 03, 2020 Q3 2020
Flputnam Investment Management CO

Portland, ME
SELL
 -
-16.2K
- 13.73%
$1.14M - $1.32M
102K $13.1M
Nov 17, 2020 Q3 2020
Hanlon Investment Management, Inc.

SELL
 -
-26.2K
- 63.71%
$1.85M - $2.14M
14.9K $1.93M
Nov 16, 2020 Q3 2020
Kadensa Capital LTD

Central, K3
SELL
 -
-28.9K
Closed
$2.03M - $2.36M
0 $0
Nov 13, 2020 Q3 2020
Belpointe Asset Management LLC

SELL
 -
-30.4K
- 67.57%
$2.14M - $2.48M
14.6K $1.89M
Mar 22, 2023 Q3 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-35.1K
- 99.91%
$2.47M - $2.86M
32 $4.14K
Nov 06, 2020 Q3 2020
Advisor Net Financial, Inc

SELL
 -
-37.6K
- 21.93%
$2.65M - $3.07M
134K $17.3M
Nov 16, 2020 Q3 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-39.1K
Closed
$2.75M - $3.19M
0 $0
Oct 26, 2020 Q3 2020
Steel Peak Wealth Management LLC

SELL
 -
-39.3K
- 14.01%
$2.77M - $3.21M
241K $31.3M

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