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
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42.4KClosed |
$2.99M - $3.46M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-45.2KClosed |
$3.18M - $3.68M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-51.8KClosed |
$3.65M - $4.23M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-52.1KClosed |
$3.67M - $4.25M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-109K- 42.55% |
$7.66M - $8.88M
|
147K
$19.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-113KClosed |
$7.94M - $9.2M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-133K- 70.31% |
$9.37M - $10.9M
|
56.2K
$7.51M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-177K- 75.52% |
$12.5M - $14.5M
|
57.5K
$7.68M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-190K- 75.77% |
$13.4M - $15.5M
|
60.9K
$8.14M
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-2.68M- 41.21% |
$189M - $218M
|
3.82M
$511M
|