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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 4.32% |
$179K - $191K
|
44.4K
$5.84M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.83K+ 80.86% |
$179K - $191K
|
4.1K
$540K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.8K+ 6.15% |
$176K - $188K
|
31.1K
$4.1M
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 65.94% |
$173K - $185K
|
4.47K
$589K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.75K+ 22.17% |
$171K - $182K
|
9.63K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1.68K+ 3.02% |
$164K - $175K
|
57.2K
$7.53M
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.67K+ 34.57% |
$163K - $173K
|
6.49K
$854K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.66K+ 3.35% |
$162K - $173K
|
51.3K
$6.76M
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1.66K+ 6.94% |
$162K - $173K
|
25.6K
$3.38M
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.62K+ 7.41% |
$158K - $168K
|
23.4K
$3.09M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 5.8% |
$153K - $163K
|
28.6K
$3.77M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.44K+ 7.28% |
$140K - $150K
|
21.2K
$2.79M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.42K+ 10.0% |
$139K - $148K
|
15.6K
$2.06M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
1.41K+ 1.34% |
$138K - $147K
|
107K
$14.1M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.39K+ 11.6% |
$136K - $145K
|
13.4K
$1.76M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.39K+ 12.76% |
$135K - $144K
|
12.3K
$1.61M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.38K+ 3.75% |
$134K - $143K
|
38.1K
$5.02M
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.36K+ 11.13% |
$132K - $141K
|
13.5K
$1.78M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.34K+ 3.95% |
$131K - $140K
|
35.4K
$4.66M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.34K+ 6.68% |
$131K - $139K
|
21.4K
$2.82M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.3K+ 4.86% |
$127K - $135K
|
28K
$3.68M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 24.26% |
$126K - $134K
|
6.6K
$870K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$126K - $134K
|
1.29K
$169K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.22K+ 10.66% |
$119K - $127K
|
12.7K
$1.67M
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
1.2K+ 10.09% |
$117K - $125K
|
13.1K
$1.73M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.18K+ 3.24% |
$115K - $123K
|
37.7K
$4.96M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 1.5% |
$115K - $122K
|
79.7K
$10.5M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.17K+ 33.27% |
$114K - $122K
|
4.7K
$618K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.16K+ 29.71% |
$113K - $121K
|
5.07K
$668K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 16.18% |
$109K - $117K
|
8.04K
$1.06M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.11K+ 11.43% |
$108K - $115K
|
10.8K
$1.42M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.08KNew |
$106K - $113K
|
1.08K
$143K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 4.28% |
$105K - $112K
|
26.3K
$3.47M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.07K+ 28.54% |
$104K - $111K
|
4.81K
$633K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.05KNew |
$102K - $109K
|
1.05K
$138K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
991+ 1.62% |
$96.8K - $103K
|
62.3K
$8.2M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
976+ 93.58% |
$95.3K - $102K
|
2.02K
$266K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
964+ 2.23% |
$94.1K - $100K
|
44.2K
$5.82M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
955+ 15.84% |
$93.2K - $99.4K
|
6.98K
$920K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
943+ 29.62% |
$92.1K - $98.2K
|
4.13K
$544K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
888+ 11.89% |
$86.7K - $92.5K
|
8.36K
$1.1M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
869+ 25.97% |
$84.8K - $90.5K
|
4.22K
$555K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
859+ 7.25% |
$83.9K - $89.4K
|
12.7K
$1.67M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
765+ 6.0% |
$74.7K - $79.7K
|
13.5K
$1.78M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
746+ 5.65% |
$72.8K - $77.7K
|
13.9K
$1.84M
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
745+ 18.0% |
$72.7K - $77.6K
|
4.89K
$643K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
736+ 7.73% |
$71.9K - $76.6K
|
10.3K
$1.35M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
706+ 19.75% |
$68.9K - $73.5K
|
4.28K
$564K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
703+ 14.83% |
$68.6K - $73.2K
|
5.44K
$717K
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
649New |
$63.4K - $67.6K
|
649
$85.5K
|