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 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.8KNew |
$371K - $396K
|
3.8K
$468K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.8K+ 18.77% |
$371K - $395K
|
24K
$2.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.74K+ 16.62% |
$365K - $390K
|
26.3K
$3.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.73K+ 25.96% |
$364K - $388K
|
18.1K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 10.6% |
$364K - $388K
|
38.9K
$4.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.6K+ 4.41% |
$352K - $375K
|
85.3K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.6K+ 173.76% |
$352K - $375K
|
5.68K
$699K
|
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.54KNew |
$346K - $369K
|
3.54K
$437K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.45K+ 11.1% |
$337K - $359K
|
34.6K
$4.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.43KNew |
$335K - $357K
|
3.43K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.4K+ 9.41% |
$332K - $354K
|
39.6K
$4.87M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.35K+ 17.16% |
$327K - $349K
|
22.9K
$2.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
3.35K+ 6.41% |
$327K - $348K
|
55.5K
$6.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
3.32KNew |
$324K - $345K
|
3.32K
$409K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.21K+ 81.92% |
$313K - $334K
|
7.13K
$878K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.18K+ 68.17% |
$311K - $332K
|
7.86K
$968K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 43.19% |
$310K - $330K
|
10.5K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.08K+ 22.44% |
$300K - $320K
|
16.8K
$2.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.05K+ 30.15% |
$297K - $317K
|
13.2K
$1.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.03K+ 75.4% |
$296K - $315K
|
7.04K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.85KNew |
$278K - $297K
|
2.85K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.85KNew |
$278K - $297K
|
2.85K
$351K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
2.83K+ 2.9% |
$276K - $295K
|
101K
$12.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 7.4% |
$270K - $287K
|
40.1K
$4.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$268K - $285K
|
2.74K
$338K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.69K+ 5.09% |
$262K - $280K
|
55.4K
$6.83M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.68KNew |
$262K - $279K
|
2.68K
$331K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 28.06% |
$261K - $278K
|
12.2K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.62KNew |
$256K - $273K
|
2.62K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.58K+ 28.67% |
$251K - $268K
|
11.6K
$1.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 2.37% |
$250K - $266K
|
111K
$13.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$244K - $260K
|
2.5K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.48KNew |
$242K - $258K
|
2.48K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.47KNew |
$241K - $257K
|
2.47K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.44KNew |
$238K - $254K
|
2.44K
$300K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.42K+ 8.86% |
$236K - $252K
|
29.7K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.42KNew |
$236K - $252K
|
2.42K
$298K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.41K+ 4.45% |
$235K - $251K
|
56.5K
$6.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.4K+ 1267.2% |
$234K - $249K
|
2.58K
$318K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.29KNew |
$223K - $238K
|
2.29K
$282K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21KNew |
$216K - $230K
|
2.21K
$272K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.19KNew |
$214K - $228K
|
2.19K
$270K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
2.16KNew |
$211K - $225K
|
2.16K
$267K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.14K+ 35.66% |
$209K - $222K
|
8.13K
$1M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.14K+ 35.66% |
$209K - $222K
|
8.13K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.05K+ 0.81% |
$201K - $214K
|
256K
$31.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$193K - $206K
|
1.98K
$243K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$192K - $205K
|
1.97K
$242K
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.86K+ 1.7% |
$182K - $194K
|
112K
$13.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1.85K+ 71.03% |
$181K - $193K
|
4.46K
$549K
|