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 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.3K+ 45.99% |
$908K - $969K
|
29.5K
$3.77M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.23K+ 17.07% |
$901K - $961K
|
63.3K
$8.09M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.73K+ 32.46% |
$852K - $908K
|
35.6K
$4.55M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.62K+ 39.87% |
$842K - $898K
|
30.3K
$3.87M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.54K+ 4.61% |
$834K - $889K
|
194K
$24.8M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.53KNew |
$833K - $888K
|
8.53K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$830K - $885K
|
8.5K
$1.09M
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.4K+ 11.79% |
$820K - $874K
|
79.6K
$10.2M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.32K+ 13.03% |
$813K - $867K
|
72.2K
$9.23M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.08KNew |
$789K - $841K
|
8.08K
$1.03M
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.04K+ 9.49% |
$785K - $837K
|
92.7K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.01KNew |
$782K - $834K
|
8.01K
$1.02M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
7.74K+ 259.3% |
$756K - $806K
|
10.7K
$1.37M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
7.08KNew |
$691K - $737K
|
7.08K
$904K
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
6.78K+ 25.94% |
$662K - $706K
|
32.9K
$4.2M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.6K+ 3.67% |
$644K - $687K
|
186K
$23.8M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.54KNew |
$639K - $681K
|
6.54K
$836K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.42K+ 12.9% |
$627K - $669K
|
56.2K
$7.19M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.4K+ 91.15% |
$624K - $666K
|
13.4K
$1.71M
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
6.36K+ 22.06% |
$621K - $662K
|
35.2K
$4.5M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.35K+ 33.4% |
$620K - $661K
|
25.4K
$3.24M
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 172.65% |
$616K - $656K
|
9.96K
$1.27M
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.27K+ 322.47% |
$612K - $653K
|
8.22K
$1.05M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.03KNew |
$589K - $628K
|
6.03K
$771K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.98K+ 17.49% |
$584K - $623K
|
40.2K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.96K+ 122.81% |
$582K - $621K
|
10.8K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.73K+ 50.49% |
$559K - $596K
|
17.1K
$2.18M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.55K+ 36.34% |
$542K - $578K
|
20.8K
$2.66M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.51KNew |
$538K - $573K
|
5.51K
$704K
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.47KNew |
$534K - $569K
|
5.47K
$699K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$527K - $562K
|
5.4K
$690K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.4K+ 10.54% |
$527K - $562K
|
56.6K
$7.23M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.23K+ 29.23% |
$510K - $544K
|
23.1K
$2.95M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.58K+ 11.6% |
$447K - $477K
|
44.1K
$5.63M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.57K+ 42.68% |
$446K - $476K
|
15.3K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.55K+ 8.18% |
$445K - $474K
|
60.2K
$7.7M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.54K+ 12.91% |
$443K - $472K
|
39.7K
$5.07M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4.35K+ 18.3% |
$425K - $453K
|
28.1K
$3.59M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.3K+ 120.91% |
$420K - $448K
|
7.86K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.24K+ 42.12% |
$414K - $441K
|
14.3K
$1.83M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
4.23K+ 2.39% |
$412K - $440K
|
181K
$23.1M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18K+ 539.23% |
$408K - $435K
|
4.95K
$633K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.17KNew |
$407K - $434K
|
4.17K
$533K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
4.08K+ 56.37% |
$399K - $425K
|
11.3K
$1.45M
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
4.07K+ 47.74% |
$398K - $424K
|
12.6K
$1.61M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.02K+ 10.49% |
$392K - $418K
|
42.3K
$5.41M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.93K+ 44.31% |
$384K - $410K
|
12.8K
$1.64M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.92K+ 17.54% |
$383K - $408K
|
26.3K
$3.36M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.88K+ 26.63% |
$379K - $404K
|
18.5K
$2.36M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.87K+ 7.87% |
$378K - $403K
|
53K
$6.78M
|