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 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3KNew |
$1.66M - $1.92M
|
22.3K
$2.97M
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.2K+ 45.94% |
$1.65M - $1.91M
|
70.5K
$9.37M
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
21.9K+ 133.38% |
$1.63M - $1.89M
|
38.4K
$5.1M
|
|
Jan 19, 2021
Q4 2020
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$1.61M - $1.86M
|
21.7K
$2.88M
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 308.23% |
$1.59M - $1.83M
|
28.2K
$3.75M
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 15.27% |
$1.54M - $1.78M
|
156K
$20.7M
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
20.1KNew |
$1.5M - $1.73M
|
20.1K
$2.67M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.8KNew |
$1.47M - $1.7M
|
19.8K
$2.63M
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.7K+ 17.1% |
$1.47M - $1.69M
|
135K
$17.9M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
19.5K+ 68.9% |
$1.45M - $1.68M
|
47.8K
$6.35M
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 86.7% |
$1.45M - $1.67M
|
41.8K
$5.56M
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.2K+ 43.88% |
$1.43M - $1.66M
|
63.1K
$8.38M
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 43.05% |
$1.4M - $1.62M
|
62.4K
$8.29M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.1K+ 5.0% |
$1.35M - $1.56M
|
381K
$50.6M
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18.1K+ 243.43% |
$1.35M - $1.55M
|
25.5K
$3.39M
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18K+ 12.16% |
$1.34M - $1.55M
|
166K
$22.1M
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.8K+ 31.13% |
$1.32M - $1.53M
|
74.9K
$9.96M
|
|
Feb 09, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17.4KNew |
$1.3M - $1.5M
|
17.4K
$2.32M
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.3K+ 43.43% |
$1.29M - $1.49M
|
57.3K
$7.61M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.1K+ 12.93% |
$1.27M - $1.47M
|
149K
$19.9M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 127.48% |
$1.25M - $1.45M
|
30K
$3.99M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
16.7K+ 38.32% |
$1.25M - $1.44M
|
60.5K
$8.03M
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.7KNew |
$1.24M - $1.43M
|
16.7K
$2.22M
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
16.6KNew |
$1.24M - $1.43M
|
16.6K
$2.21M
|
|
Feb 02, 2021
Q4 2020
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
15.8KNew |
$1.18M - $1.36M
|
15.8K
$2.1M
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
15.8K+ 60.84% |
$1.17M - $1.36M
|
41.7K
$5.54M
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 57.46% |
$1.17M - $1.35M
|
43.2K
$5.74M
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.7K+ 13.95% |
$1.17M - $1.35M
|
129K
$17.1M
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15K+ 94.28% |
$1.11M - $1.29M
|
30.8K
$4.1M
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.8KNew |
$1.03M - $1.19M
|
13.8K
$1.84M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.6K+ 58.68% |
$1.01M - $1.17M
|
36.7K
$4.88M
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.6K+ 26.33% |
$1.01M - $1.17M
|
65.1K
$8.65M
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
13.6KNew |
$1.01M - $1.17M
|
13.6K
$1.8M
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
13.5K+ 162.91% |
$1M - $1.16M
|
21.8K
$2.89M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 172.05% |
$997K - $1.15M
|
21.2K
$2.82M
|
|
Jan 22, 2021
Q4 2020
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.3K+ 47.27% |
$988K - $1.14M
|
41.4K
$5.5M
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.6KNew |
$939K - $1.08M
|
12.6K
$1.68M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
12.4KNew |
$925K - $1.07M
|
12.4K
$1.65M
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.2KNew |
$905K - $1.05M
|
12.2K
$1.62M
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.9KNew |
$884K - $1.02M
|
11.9K
$1.58M
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
11.3K+ 271.0% |
$843K - $974K
|
15.5K
$2.06M
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
11.1K+ 6.42% |
$828K - $958K
|
184K
$24.5M
|
|
Feb 11, 2021
Q4 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11K+ 40.73% |
$821K - $949K
|
38.1K
$5.07M
|
|
Jan 05, 2021
Q4 2020
|
Private Trust CO Na
|
BUY
|
- |
10.3K+ 84.46% |
$769K - $889K
|
22.6K
$3M
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$758K - $876K
|
10.2K
$1.35M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10K+ 23.66% |
$745K - $861K
|
52.3K
$6.95M
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.69KNew |
$721K - $834K
|
9.69K
$1.29M
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
BUY
|
- |
9.63KNew |
$717K - $829K
|
9.63K
$1.28M
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
9.34KNew |
$695K - $803K
|
9.34K
$1.24M
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.3K+ 33.04% |
$692K - $800K
|
37.5K
$4.98M
|