Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 2021. 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 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10M+ 23.7% |
$981M - $1.05B
|
52.4M
$6.95B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.28MNew |
$809M - $862M
|
8.28M
$1.1B
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.13MNew |
$404M - $430M
|
4.13M
$548M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.68M+ 35.16% |
$262M - $279M
|
10.3M
$1.37B
|
|
|
Nov 10, 2021
Q3 2021
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2MNew |
$195M - $208M
|
2M
$265M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.59MNew |
$155M - $165M
|
1.59M
$210M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.31M+ 9544.21% |
$127M - $136M
|
1.32M
$175M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.29M+ 8.84% |
$126M - $134M
|
15.9M
$2.1B
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.07MNew |
$104M - $111M
|
1.07M
$141M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 7.92% |
$101M - $108M
|
14.1M
$1.87B
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
986K+ 22.41% |
$96.3M - $103M
|
5.39M
$714M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
968K+ 22.29% |
$94.5M - $101M
|
5.31M
$703M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
731K+ 3657.06% |
$71.4M - $76.1M
|
751K
$99.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
636K+ 24.13% |
$62.1M - $66.2M
|
3.27M
$433M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
610K+ 24.05% |
$59.6M - $63.5M
|
3.15M
$417M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
474KNew |
$46.2M - $49.3M
|
474K
$62.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
440K+ 18.44% |
$42.9M - $45.8M
|
2.83M
$374M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
328K+ 35.33% |
$32M - $34.2M
|
1.26M
$167M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
321K+ 89.78% |
$31.3M - $33.4M
|
678K
$89.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
305K+ 912.47% |
$29.8M - $31.7M
|
338K
$44.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
302K+ 406.54% |
$29.4M - $31.4M
|
376K
$49.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
282K+ 1305.07% |
$27.6M - $29.4M
|
304K
$40.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
256K+ 14.01% |
$25M - $26.7M
|
2.09M
$276M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
247KNew |
$24.1M - $25.7M
|
247K
$32.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
238K+ 16.29% |
$23.3M - $24.8M
|
1.7M
$226M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
221KNew |
$21.6M - $23M
|
221K
$29.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 37.92% |
$20M - $21.3M
|
743K
$98.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
204K+ 687.11% |
$19.9M - $21.2M
|
234K
$31M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
170K+ 32.0% |
$16.6M - $17.7M
|
703K
$93.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
161K+ 38.89% |
$15.8M - $16.8M
|
576K
$76.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154KNew |
$15.1M - $16.1M
|
154K
$20.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
132K+ 1292.53% |
$12.9M - $13.8M
|
142K
$18.9M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 22.82% |
$12.9M - $13.7M
|
710K
$94.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 9.47% |
$12.7M - $13.5M
|
1.5M
$199M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 25.91% |
$12.4M - $13.2M
|
615K
$81.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 19.05% |
$11.1M - $11.9M
|
711K
$94.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
112KNew |
$10.9M - $11.6M
|
112K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 4.37% |
$10.4M - $11.1M
|
2.56M
$339M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 104.53% |
$10.3M - $11M
|
206K
$27.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
103K+ 9.76% |
$10M - $10.7M
|
1.16M
$153M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
89.5K+ 158.77% |
$8.73M - $9.31M
|
146K
$19.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
89.1KNew |
$8.69M - $9.27M
|
89.1K
$11.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
88.1K+ 23.6% |
$8.6M - $9.17M
|
462K
$61.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87.5KNew |
$8.55M - $9.11M
|
87.5K
$11.6M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
85.3K+ 35.04% |
$8.32M - $8.88M
|
329K
$43.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
81.6K+ 13.11% |
$7.97M - $8.5M
|
704K
$93.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
81K+ 28.13% |
$7.91M - $8.44M
|
369K
$48.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76.5K+ 26.37% |
$7.47M - $7.97M
|
367K
$48.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
75.6KNew |
$7.38M - $7.87M
|
75.6K
$10M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
74.5K+ 143.38% |
$7.28M - $7.76M
|
127K
$16.8M
|