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 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
93+ 2.44% |
$9.08K - $9.68K
|
3.91K
$518K
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
91+ 3.9% |
$8.88K - $9.47K
|
2.42K
$321K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
91+ 2.64% |
$8.88K - $9.47K
|
3.54K
$470K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 5.17% |
$7.42K - $7.91K
|
1.55K
$205K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
74New |
$7.22K - $7.7K
|
74
$9.81K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
71+ 5.55% |
$6.93K - $7.39K
|
1.35K
$179K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
54+ 1.74% |
$5.27K - $5.62K
|
3.16K
$419K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
41+ 0.99% |
$4K - $4.27K
|
4.2K
$557K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$3.91K - $4.16K
|
40
$5.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.55% |
$3.71K - $3.96K
|
6.91K
$916K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$3.51K - $3.75K
|
36
$4.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 1.17% |
$3.42K - $3.64K
|
3.03K
$402K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.45% |
$3.03K - $3.23K
|
6.86K
$909K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.45% |
$3.03K - $3.23K
|
6.86K
$909K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
30New |
$2.93K - $3.12K
|
30
$3.98K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
28+ 1.28% |
$2.73K - $2.92K
|
2.22K
$294K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
28+ 0.48% |
$2.73K - $2.92K
|
5.88K
$779K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.06% |
$2.64K - $2.81K
|
43.5K
$5.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.11% |
$2.54K - $2.71K
|
24.1K
$3.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24New |
$2.34K - $2.5K
|
24
$3.18K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20+ 0.38% |
$1.95K - $2.08K
|
5.31K
$704K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17+ 0.81% |
$1.66K - $1.77K
|
2.13K
$282K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.32% |
$683 - $729
|
2.18K
$289K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$586 - $625
|
12.9K
$1.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 27.27% |
$586 - $625
|
28
$3.71K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$488 - $521
|
5
$663
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 75.0% |
$293 - $312
|
7
$928
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.16% |
$195 - $208
|
1.22K
$162K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.47% |
$195 - $208
|
424
$56.2K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.05% |
$195 - $208
|
3.69K
$489K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.04% |
$97.6 - $104
|
2.63K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1+ 0.02% |
$97.6 - $104
|
6.44K
$854K
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2- 0.04% |
$195 - $208
|
4.47K
$593K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-5- 0.86% |
$488 - $521
|
575
$76.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-8- 0.08% |
$781 - $833
|
10.2K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-10- 0.33% |
$976 - $1.04K
|
3.01K
$399K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.37K - $1.46K
|
2.91K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.33% |
$1.46K - $1.56K
|
4.5K
$596K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-16- 0.61% |
$1.56K - $1.67K
|
2.61K
$346K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 1.15% |
$2.05K - $2.19K
|
1.81K
$240K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 1.15% |
$2.05K - $2.19K
|
1.81K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-23Closed |
$2.25K - $2.39K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-28- 1.82% |
$2.73K - $2.92K
|
1.51K
$200K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-42Closed |
$4.1K - $4.37K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-48- 26.23% |
$4.69K - $5K
|
135
$17.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 0.57% |
$6.35K - $6.77K
|
11.3K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-72- 0.63% |
$7.03K - $7.5K
|
11.4K
$1.51M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-73- 1.47% |
$7.13K - $7.6K
|
4.89K
$649K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-83- 2.11% |
$8.1K - $8.64K
|
3.86K
$511K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-91- 4.06% |
$8.88K - $9.47K
|
2.15K
$285K
|