Purchases and Sales Made in Q4 2020 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1M+ 47.99% |
$978M - $1.13B
|
40.5M
$5.38B
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.34M+ 53.55% |
$174M - $202M
|
6.72M
$893M
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35M+ 46.47% |
$100M - $116M
|
4.24M
$564M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34M+ 47.21% |
$99.5M - $115M
|
4.17M
$554M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
801K+ 38.64% |
$59.6M - $68.9M
|
2.88M
$382M
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
801K+ 84.45% |
$59.6M - $68.9M
|
1.75M
$232M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
790K+ 28027.98% |
$58.8M - $68M
|
793K
$105M
|
|
Feb 08, 2021
Q4 2020
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
624K+ 97.72% |
$46.4M - $53.7M
|
1.26M
$168M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
585K+ 40.53% |
$43.5M - $50.3M
|
2.03M
$269M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
526KNew |
$39.2M - $45.3M
|
526K
$69.9M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
505K+ 8.42% |
$37.6M - $43.4M
|
6.5M
$864M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
402K+ 24.94% |
$29.9M - $34.6M
|
2.01M
$268M
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
399K+ 958.01% |
$29.7M - $34.3M
|
440K
$58.5M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
377KNew |
$28.1M - $32.5M
|
377K
$50.2M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
366K+ 39.01% |
$27.2M - $31.5M
|
1.3M
$173M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
311K+ 50.56% |
$23.1M - $26.7M
|
925K
$123M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
305K+ 33.44% |
$22.7M - $26.2M
|
1.22M
$161M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
298K+ 59.64% |
$22.2M - $25.6M
|
798K
$106M
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
293K+ 65.1% |
$21.8M - $25.2M
|
744K
$98.9M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
277K+ 455.57% |
$20.7M - $23.9M
|
338K
$45M
|
|
Jan 20, 2021
Q4 2020
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
267KNew |
$19.8M - $22.9M
|
267K
$35.4M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
248K+ 1177.89% |
$18.5M - $21.4M
|
269K
$35.8M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
210K+ 318.82% |
$15.6M - $18M
|
275K
$36.6M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172K+ 46.81% |
$12.8M - $14.8M
|
540K
$71.8M
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
161KNew |
$12M - $13.8M
|
161K
$21.4M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
158K+ 273.99% |
$11.7M - $13.6M
|
215K
$28.6M
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
155K+ 31.61% |
$11.6M - $13.4M
|
647K
$85.9M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154K+ 42.22% |
$11.5M - $13.3M
|
520K
$69.1M
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
154K+ 63.89% |
$11.5M - $13.3M
|
396K
$52.6M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
154K+ 44.81% |
$11.4M - $13.2M
|
496K
$66M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
135KNew |
$10M - $11.6M
|
135K
$17.9M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
130K+ 43.19% |
$9.67M - $11.2M
|
431K
$57.3M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
121KNew |
$9.01M - $10.4M
|
121K
$16.1M
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
118K+ 91.84% |
$8.82M - $10.2M
|
247K
$32.9M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
117K+ 13.36% |
$8.69M - $10M
|
990K
$132M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
115K+ 124.5% |
$8.56M - $9.89M
|
207K
$27.5M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
115K+ 17.84% |
$8.54M - $9.88M
|
758K
$101M
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
112K+ 41.99% |
$8.36M - $9.67M
|
380K
$50.5M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
109KNew |
$8.13M - $9.4M
|
109K
$14.5M
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
105K+ 35.86% |
$7.78M - $8.99M
|
396K
$52.6M
|
|
Mar 01, 2021
Q4 2020
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
102KNew |
$7.59M - $8.77M
|
102K
$13.5M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 54.42% |
$7.45M - $8.61M
|
284K
$37.7M
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
99.6K+ 30.28% |
$7.41M - $8.57M
|
428K
$56.9M
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
91.6KNew |
$6.82M - $7.88M
|
91.6K
$12.2M
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
90.2KNew |
$6.71M - $7.76M
|
90.2K
$12M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
89.6K+ 60.95% |
$6.67M - $7.71M
|
237K
$31.4M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
88.5K+ 1079.21% |
$6.59M - $7.61M
|
96.7K
$12.8M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
88.1KNew |
$6.55M - $7.58M
|
88.1K
$11.7M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
86.8KNew |
$6.46M - $7.47M
|
86.8K
$11.5M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
80.7K+ 23.97% |
$6M - $6.94M
|
417K
$55.4M
|