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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
80.3K+ 51.63% |
$5.98M - $6.91M
|
236K
$31.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
74K+ 54.09% |
$5.51M - $6.37M
|
211K
$28M
|
|
|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
73.9K+ 44.72% |
$5.5M - $6.36M
|
239K
$31.8M
|
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
72.7K+ 31.37% |
$5.41M - $6.26M
|
305K
$40.5M
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72.3K+ 44.5% |
$5.38M - $6.22M
|
235K
$31.2M
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
70.8K+ 51.75% |
$5.27M - $6.09M
|
208K
$27.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69K+ 404.69% |
$5.14M - $5.94M
|
86.1K
$11.4M
|
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
66.8K+ 29.38% |
$4.97M - $5.75M
|
294K
$39.1M
|
|
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
66.4KNew |
$4.94M - $5.71M
|
66.4K
$8.82M
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
66.2K+ 49.84% |
$4.93M - $5.7M
|
199K
$26.5M
|
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
63.2K+ 29.95% |
$4.7M - $5.43M
|
274K
$36.4M
|
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
61.7K+ 44.52% |
$4.59M - $5.31M
|
200K
$26.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
58.5K+ 13.32% |
$4.35M - $5.03M
|
497K
$66.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 171.93% |
$4.13M - $4.78M
|
87.8K
$11.7M
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
54K+ 32.94% |
$4.02M - $4.64M
|
218K
$28.9M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.1K+ 51.94% |
$3.95M - $4.57M
|
155K
$20.6M
|
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.7K+ 42.01% |
$3.92M - $4.53M
|
178K
$23.7M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52.5K+ 47.55% |
$3.91M - $4.51M
|
163K
$21.6M
|
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
52.2K+ 25.23% |
$3.88M - $4.49M
|
259K
$34.4M
|
|
|
Jan 20, 2021
Q4 2020
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
48.5KNew |
$3.61M - $4.17M
|
48.5K
$6.44M
|
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.1K+ 572.45% |
$3.43M - $3.96M
|
54.1K
$7.19M
|
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
45.8K+ 25.7% |
$3.41M - $3.94M
|
224K
$29.8M
|
|
|
Jan 29, 2021
Q4 2020
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
45.7KNew |
$3.4M - $3.94M
|
45.7K
$6.08M
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
44KNew |
$3.27M - $3.78M
|
44K
$5.84M
|
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
43.4K+ 24.71% |
$3.23M - $3.73M
|
219K
$29.1M
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.7K+ 32.41% |
$3.18M - $3.67M
|
174K
$23.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.5KNew |
$3.16M - $3.66M
|
42.5K
$5.65M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.2K+ 215.98% |
$3.07M - $3.55M
|
60.3K
$8.02M
|
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41.1K+ 16.27% |
$3.06M - $3.54M
|
294K
$39.1M
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
40.4K+ 106.26% |
$3M - $3.47M
|
78.4K
$10.4M
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38.6K+ 43.62% |
$2.87M - $3.32M
|
127K
$16.9M
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
37.2K+ 53.15% |
$2.77M - $3.2M
|
107K
$14.3M
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
36.3K+ 27.28% |
$2.7M - $3.12M
|
169K
$22.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
32.9K+ 49.06% |
$2.45M - $2.83M
|
100K
$13.3M
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 112.71% |
$2.41M - $2.79M
|
61.2K
$8.13M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
32K+ 13.53% |
$2.38M - $2.75M
|
268K
$35.7M
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
31.7K+ 31.99% |
$2.36M - $2.73M
|
131K
$17.4M
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31.4K+ 99.19% |
$2.33M - $2.7M
|
63K
$8.37M
|
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
31.3K+ 17.2% |
$2.33M - $2.69M
|
213K
$28.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$2.25M - $2.6M
|
30.2K
$4.02M
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$2.18M - $2.52M
|
29.3K
$3.89M
|
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.8K+ 394.25% |
$2.15M - $2.48M
|
36.1K
$4.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.2K+ 39.52% |
$1.95M - $2.25M
|
92.4K
$12.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.7K+ 5269.67% |
$1.91M - $2.21M
|
26.2K
$3.48M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 42.21% |
$1.91M - $2.21M
|
86.4K
$11.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25.1K+ 24.81% |
$1.87M - $2.16M
|
126K
$16.8M
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
24.5K+ 153.13% |
$1.82M - $2.11M
|
40.5K
$5.38M
|
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.3K+ 148.73% |
$1.81M - $2.09M
|
40.6K
$5.4M
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24K+ 48.42% |
$1.79M - $2.06M
|
73.6K
$9.78M
|
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.6K+ 269.05% |
$1.68M - $1.94M
|
31K
$4.12M
|