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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97- 1.11% |
$9.47K - $10.1K
|
8.66K
$1.15M
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 3.86% |
$9.76K - $10.4K
|
2.49K
$330K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-100- 0.58% |
$9.76K - $10.4K
|
17.2K
$2.28M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-108- 3.43% |
$10.5K - $11.2K
|
3.04K
$403K
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-123- 5.59% |
$12K - $12.8K
|
2.08K
$275K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$13K - $13.8K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-140- 4.33% |
$13.7K - $14.6K
|
3.09K
$410K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-149- 2.76% |
$14.5K - $15.5K
|
5.24K
$695K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-162- 2.34% |
$15.8K - $16.9K
|
6.77K
$898K
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-180- 0.36% |
$17.6K - $18.7K
|
50.3K
$6.67M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-183- 3.53% |
$17.9K - $19.1K
|
5K
$663K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-197- 2.25% |
$19.2K - $20.5K
|
8.56K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-200- 2.64% |
$19.5K - $20.8K
|
7.37K
$977K
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-216- 2.57% |
$21.1K - $22.5K
|
8.2K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-221Closed |
$21.6K - $23K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-222- 0.69% |
$21.7K - $23.1K
|
31.9K
$4.22M
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-232Closed |
$22.7K - $24.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-244Closed |
$23.8K - $25.4K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-253- 9.41% |
$24.7K - $26.3K
|
2.44K
$323K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-303- 0.7% |
$29.6K - $31.5K
|
43.2K
$5.72M
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
SELL
|
- |
-321- 10.33% |
$31.3K - $33.4K
|
2.79K
$369K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-326- 0.55% |
$31.8K - $33.9K
|
58.7K
$7.78M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-327- 7.44% |
$31.9K - $34K
|
4.07K
$539K
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-328- 13.18% |
$32K - $34.2K
|
2.16K
$286K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-330- 1.34% |
$32.2K - $34.4K
|
24.3K
$3.22M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-338- 52.98% |
$33K - $35.2K
|
300
$39.8K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-445- 8.58% |
$43.4K - $46.3K
|
4.74K
$629K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-493- 3.97% |
$48.1K - $51.3K
|
11.9K
$1.58M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-579- 7.29% |
$56.5K - $60.3K
|
7.36K
$975K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-639- 3.02% |
$62.4K - $66.5K
|
20.5K
$2.72M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-654- 55.14% |
$63.9K - $68.1K
|
532
$70.5K
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-683Closed |
$66.7K - $71.1K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-684- 4.08% |
$66.8K - $71.2K
|
16.1K
$2.13M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-728- 10.23% |
$71.1K - $75.8K
|
6.39K
$847K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-768- 12.92% |
$75K - $80K
|
5.17K
$686K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-897- 1.6% |
$87.6K - $93.4K
|
55.3K
$7.33M
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-934- 22.19% |
$91.2K - $97.2K
|
3.28K
$434K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-975- 1.65% |
$95.2K - $102K
|
58K
$7.69M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 9.99% |
$117K - $125K
|
10.8K
$1.43M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.35K- 2.41% |
$132K - $141K
|
54.8K
$7.26M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 13.08% |
$134K - $143K
|
9.14K
$1.21M
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.4K- 7.99% |
$137K - $146K
|
16.1K
$2.14M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.69K- 8.59% |
$165K - $176K
|
18K
$2.38M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.72K- 8.39% |
$168K - $179K
|
18.8K
$2.49M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.14K- 22.12% |
$209K - $223K
|
7.53K
$998K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.28K- 12.71% |
$223K - $238K
|
15.7K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.34KClosed |
$229K - $244K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $260K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $260K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.59K- 26.64% |
$253K - $270K
|
7.14K
$947K
|