Purchases and Sales Made in Q4 2020 in Ishares Trust Ishares Esg Awar (ESGU)

ESGU Quotes by TradingView

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 14, 2023 Q4 2020
Private Portfolio Partners LLC

BUY
 -
9.3K
+ 33.04%
$692K - $800K
37.5K $4.95M
Feb 08, 2021 Q4 2020
Principal Financial Group Inc

Des Moines, IA
BUY
 -
9.2K
+ 90.93%
$685K - $791K
19.3K $2.55M
Feb 05, 2021 Q4 2020
Destiny Wealth Partners, LLC

BUY
 -
8.94K
New
$666K - $769K
8.94K $1.18M
Jan 11, 2021 Q4 2020
Parkside Advisors LLC

BUY
 -
8.61K
+ 35.29%
$641K - $741K
33K $4.37M
Jan 28, 2021 Q4 2020
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
8.47K
+ 107.61%
$630K - $729K
16.3K $2.16M
Feb 09, 2021 Q4 2020
Omni Star Financial Group, Inc.

BUY
 -
8.2K
+ 44.96%
$610K - $705K
26.4K $3.5M
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

BUY
 -
8.13K
+ 19.8%
$605K - $699K
49.2K $6.5M
Jan 20, 2021 Q4 2020
Lex Aurum Advisors, LLC

BUY
 -
8.07K
+ 55.48%
$601K - $694K
22.6K $2.99M
Mar 09, 2021 Q4 2020
Tru Independence LLC

BUY
 -
7.76K
New
$578K - $668K
7.76K $1.03M
Feb 05, 2021 Q4 2020
Trilogy Capital Inc.

BUY
 -
7.71K
+ 54.9%
$574K - $663K
21.8K $2.88M
Feb 01, 2021 Q4 2020
Prosperity Planning, Inc.

BUY
 -
7.54K
New
$561K - $648K
7.54K $997K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.51K
+ 72.14%
$559K - $646K
17.9K $2.37M
Feb 11, 2021 Q4 2020
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
7.32K
+ 2.87%
$544K - $629K
262K $34.7M
Feb 10, 2021 Q4 2020
Bank Of Hawaii

Honolulu, HI
BUY
 -
7.24K
+ 102.94%
$539K - $623K
14.3K $1.89M
Jan 29, 2021 Q4 2020
Private Ocean, LLC

BUY
 -
7.12K
+ 13.85%
$530K - $613K
58.5K $7.74M
Feb 12, 2021 Q4 2020
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
7.12K
New
$530K - $612K
7.12K $941K
Feb 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
7.06K
+ 152.25%
$525K - $607K
11.7K $1.55M
Feb 01, 2021 Q4 2020
Institute For Wealth Management, Llc.

BUY
 -
7.03K
+ 34.12%
$523K - $605K
27.6K $3.65M
Feb 09, 2021 Q4 2020
Hanlon Investment Management, Inc.

BUY
 -
6.65K
+ 44.52%
$495K - $572K
21.6K $2.86M
Feb 18, 2021 Q4 2020
Apella Capital, LLC

BUY
 -
6.61K
+ 54.24%
$492K - $569K
18.8K $2.49M
Feb 02, 2021 Q4 2020
Successful Portfolios LLC

BUY
 -
6.55K
+ 37.72%
$487K - $563K
23.9K $3.16M
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

BUY
 -
6.43K
+ 14.85%
$478K - $553K
49.7K $6.58M
Feb 10, 2021 Q4 2020
D.A. Davidson & Co.

BUY
 -
6.37K
New
$474K - $548K
6.37K $843K
Feb 12, 2021 Q4 2020
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
6.28K
+ 105.77%
$468K - $541K
12.2K $1.62M
Feb 09, 2021 Q4 2020
Keybank National Association

BUY
 -
6.23K
+ 5.98%
$463K - $536K
110K $14.6M
Feb 03, 2021 Q4 2020
Stone X Group Inc.

BUY
 -
6.18K
+ 58.56%
$460K - $532K
16.7K $2.21M
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

BUY
 -
5.8K
+ 36.82%
$431K - $499K
21.5K $2.85M
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
BUY
 -
5.61K
+ 533.56%
$418K - $483K
6.67K $882K
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5.6K
New
$417K - $482K
5.6K $741K
Feb 10, 2021 Q4 2020
Financial Counselors Inc

BUY
 -
5.57K
New
$415K - $479K
5.57K $737K
Jan 22, 2021 Q4 2020
Capital Cs Group, LLC

BUY
 -
5.57K
New
$414K - $479K
5.57K $736K
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
5.48K
New
$408K - $472K
5.48K $725K
Jan 29, 2021 Q4 2020
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
5.44K
New
$405K - $468K
5.44K $719K
Feb 16, 2021 Q4 2020
Massmutual Trust CO Fsb

BUY
 -
5.33K
+ 635.76%
$397K - $459K
6.17K $816K
Jul 17, 2024 Q4 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
5.22K
+ 283.22%
$388K - $449K
7.06K $934K
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

BUY
 -
5.1K
+ 29.28%
$380K - $439K
22.5K $2.98M
Feb 09, 2021 Q4 2020
Avidian Wealth Solutions, LLC

BUY
 -
4.93K
+ 21.08%
$367K - $424K
28.3K $3.75M
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

BUY
 -
4.84K
+ 37.83%
$361K - $417K
17.6K $2.33M
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
4.83K
+ 6.45%
$360K - $416K
79.8K $10.6M
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
4.69K
New
$349K - $404K
4.69K $621K
Feb 16, 2021 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.65K
New
$346K - $400K
4.65K $615K
Jan 08, 2021 Q4 2020
Diversified Trust CO

BUY
 -
4.6K
New
$342K - $396K
4.6K $608K
Feb 11, 2021 Q4 2020
Argi Investment Services, LLC

BUY
 -
4.47K
New
$333K - $385K
4.47K $592K
Jan 29, 2021 Q4 2020
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.43K
+ 51.38%
$329K - $381K
13K $1.72M
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.33K
+ 60.29%
$322K - $372K
11.5K $1.52M
Feb 12, 2021 Q4 2020
Dsm Capital Partners LLC

Palm Beach Gardens, FL
BUY
 -
4.18K
New
$311K - $360K
4.18K $553K
Feb 12, 2021 Q4 2020
Octavia Wealth Advisors, LLC

BUY
 -
4.07K
New
$303K - $350K
4.07K $538K
Jan 28, 2021 Q4 2020
Truadvice, LLC

Sarasota, FL
BUY
 -
3.99K
+ 2.83%
$297K - $344K
145K $19.2M
Feb 04, 2021 Q4 2020
Halbert Hargrove Global Advisors, LLC

BUY
 -
3.96K
+ 11.61%
$295K - $341K
38.1K $5.04M

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