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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
71.9K+ 33.66% |
$7.02M - $7.49M
|
286K
$37.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
69.8K+ 33.1% |
$6.81M - $7.26M
|
281K
$36.9M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
67.3K+ 16.23% |
$6.57M - $7.01M
|
482K
$63.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65K+ 77.27% |
$6.35M - $6.77M
|
149K
$19.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.7K+ 12.17% |
$6.32M - $6.74M
|
596K
$78.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
63.3K+ 36.36% |
$6.18M - $6.59M
|
237K
$31.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
63.1K+ 22.99% |
$6.16M - $6.57M
|
338K
$44.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
60.5K+ 16.83% |
$5.9M - $6.3M
|
420K
$55.3M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57K+ 26.57% |
$5.57M - $5.94M
|
272K
$35.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.5K+ 18.04% |
$5.52M - $5.89M
|
370K
$48.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55.7K+ 254.75% |
$5.44M - $5.8M
|
77.6K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53.4K+ 57.04% |
$5.21M - $5.56M
|
147K
$19.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
53.2K+ 12.69% |
$5.2M - $5.54M
|
473K
$62.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
52.9KNew |
$5.17M - $5.51M
|
52.9K
$6.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52.3K+ 7227.11% |
$5.1M - $5.44M
|
53K
$6.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
50.2K+ 80.44% |
$4.9M - $5.23M
|
113K
$14.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.7K+ 146.06% |
$4.85M - $5.17M
|
83.7K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
48.8K+ 8.49% |
$4.76M - $5.08M
|
623K
$82.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Members Capital Advisors Inc
|
BUY
|
- |
48.6KNew |
$4.75M - $5.06M
|
48.6K
$6.4M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.9K+ 21.31% |
$4.48M - $4.78M
|
261K
$34.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
45.9K+ 15.41% |
$4.48M - $4.77M
|
343K
$45.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.7K+ 6.02% |
$4.46M - $4.76M
|
804K
$106M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45.5K+ 65.44% |
$4.44M - $4.74M
|
115K
$15.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
42.2K+ 20.86% |
$4.12M - $4.39M
|
244K
$32.2M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 11.83% |
$4.09M - $4.36M
|
396K
$52.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.2K+ 26.13% |
$4.03M - $4.29M
|
199K
$26.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.5K+ 805.59% |
$3.95M - $4.21M
|
45.5K
$5.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40K+ 190.95% |
$3.91M - $4.17M
|
61K
$8.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$3.91M - $4.16M
|
40K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.6K+ 5.04% |
$3.86M - $4.12M
|
825K
$109M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
39.4KNew |
$3.85M - $4.1M
|
39.4K
$5.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38.2K+ 24.99% |
$3.73M - $3.98M
|
191K
$25.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.2K+ 6.43% |
$3.44M - $3.67M
|
583K
$76.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.1K+ 42.57% |
$3.43M - $3.65M
|
118K
$15.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34.4K+ 23.87% |
$3.36M - $3.58M
|
179K
$23.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
34.2K+ 2.94% |
$3.34M - $3.57M
|
1.2M
$158M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.9K+ 27.19% |
$3.31M - $3.53M
|
159K
$20.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
33.8KNew |
$3.3M - $3.52M
|
33.8K
$4.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.3K+ 28.66% |
$3.25M - $3.46M
|
149K
$19.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
33.2K+ 20.94% |
$3.24M - $3.46M
|
192K
$25.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.5K+ 34.75% |
$3.18M - $3.39M
|
126K
$16.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32K+ 25.11% |
$3.12M - $3.33M
|
159K
$21M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.9K+ 43.85% |
$3.12M - $3.33M
|
105K
$13.8M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
31.3K+ 12.48% |
$3.05M - $3.26M
|
282K
$37.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
29.2K+ 16.81% |
$2.85M - $3.04M
|
203K
$26.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
28.3K+ 7.78% |
$2.76M - $2.94M
|
391K
$51.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.2K+ 15.31% |
$2.75M - $2.93M
|
212K
$27.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.9K+ 7.7% |
$2.63M - $2.8M
|
376K
$49.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
26.4K+ 6.11% |
$2.58M - $2.75M
|
459K
$60.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 36.85% |
$2.57M - $2.74M
|
97.8K
$12.9M
|