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
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

BUY
 -
3.91K
+ 50.12%
$291K - $337K
11.7K $1.55M
Feb 11, 2021 Q4 2020
First Horizon Advisors, Inc.

BUY
 -
3.91K
+ 72.44%
$291K - $336K
9.3K $1.23M
Jan 08, 2021 Q4 2020
Creative Financial Designs Inc

BUY
 -
3.86K
+ 26.85%
$287K - $332K
18.2K $2.41M
Feb 09, 2021 Q4 2020
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
3.85K
+ 8.55%
$287K - $331K
48.9K $6.47M
Feb 16, 2021 Q4 2020
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
3.82K
New
$284K - $328K
3.82K $505K
Feb 11, 2021 Q4 2020
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
3.79K
+ 14.89%
$282K - $326K
29.3K $3.87M
Feb 08, 2021 Q4 2020
Highland Private Wealth Management

BUY
 -
3.68K
+ 4.58%
$274K - $317K
84K $11.1M
Jan 25, 2021 Q4 2020
Veracity Capital LLC

BUY
 -
3.52K
+ 27.14%
$262K - $303K
16.5K $2.18M
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.47K
+ 270.78%
$258K - $298K
4.75K $628K
Apr 13, 2021 Q4 2020
South Shore Capital Advisors

BUY
 -
3.46K
New
$258K - $298K
3.46K $458K
Jan 15, 2021 Q4 2020
Baystate Wealth Management LLC

BUY
 -
3.44K
+ 650.57%
$256K - $296K
3.96K $524K
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

BUY
 -
3.38K
New
$252K - $291K
3.38K $447K
Feb 09, 2021 Q4 2020
Verity Wealth Advisors

BUY
 -
3.31K
New
$246K - $285K
3.31K $437K
Feb 04, 2021 Q4 2020
Aaron Wealth Advisors LLC

BUY
 -
3.28K
New
$244K - $282K
3.28K $434K
Feb 10, 2021 Q4 2020
Levy Wealth Management Group, LLC

BUY
 -
3.27K
New
$243K - $281K
3.27K $432K
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3.25K
+ 72.53%
$242K - $280K
7.73K $1.02M
Feb 03, 2021 Q4 2020
Sugarloaf Wealth Management, LLC

BUY
 -
3.24K
New
$241K - $279K
3.24K $429K
Feb 11, 2021 Q4 2020
Trexquant Investment LP

Stamford, CT
BUY
 -
3.24K
New
$241K - $279K
3.24K $429K
Feb 02, 2021 Q4 2020
Flputnam Investment Management CO

Portland, ME
BUY
 -
3.22K
+ 3.17%
$239K - $277K
105K $13.9M
Jan 19, 2021 Q4 2020
Sl Advisors, LLC

BUY
 -
3.12K
New
$232K - $268K
3.12K $412K
Jan 25, 2021 Q4 2020
Beacon Financial Advisory LLC

BUY
 -
3.11K
+ 32.3%
$231K - $267K
12.7K $1.68M
Feb 01, 2021 Q4 2020
Bernardo Wealth Planning LLC

BUY
 -
3.06K
+ 6.24%
$228K - $263K
52.1K $6.89M
Feb 26, 2021 Q4 2020
Garde Capital, Inc.

Seattle, WA
BUY
 -
2.9K
New
$216K - $249K
2.9K $384K
Feb 12, 2021 Q4 2020
Sequoia Financial Advisors, LLC

BUY
 -
2.84K
New
$211K - $244K
2.84K $375K
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

BUY
 -
2.78K
+ 16.91%
$207K - $240K
19.2K $2.55M
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.76K
+ 251.18%
$206K - $238K
3.86K $511K
Feb 09, 2021 Q4 2020
Blair William & CO

Chicago, IL
BUY
 -
2.75K
+ 9.92%
$205K - $237K
30.5K $4.03M
Jan 22, 2021 Q4 2020
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.74K
+ 9.43%
$204K - $236K
31.8K $4.21M
Jan 12, 2021 Q4 2020
Walkner Condon Financial Advisors LLC

BUY
 -
2.67K
+ 48.35%
$199K - $230K
8.2K $1.08M
Feb 16, 2021 Q4 2020
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.67K
+ 59.07%
$199K - $230K
7.19K $951K
Feb 12, 2021 Q4 2020
M&T Bank Corp

BUY
 -
2.61K
New
$194K - $224K
2.61K $345K
Feb 16, 2021 Q4 2020
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
2.6K
New
$193K - $223K
2.6K $343K
Jan 20, 2021 Q4 2020
Boenning & Scattergood, Inc.

BUY
 -
2.58K
New
$192K - $222K
2.58K $341K
Feb 10, 2021 Q4 2020
Strategy Asset Managers LLC

BUY
 -
2.57K
New
$191K - $221K
2.57K $340K
Feb 09, 2021 Q4 2020
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.56K
New
$190K - $220K
2.56K $338K
Jan 19, 2021 Q4 2020
Marino, Stram & Associates LLC

BUY
 -
2.54K
New
$189K - $219K
2.54K $336K
Feb 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
BUY
 -
2.53K
New
$189K - $218K
2.53K $335K
Jan 21, 2021 Q4 2020
Pds Planning, Inc

BUY
 -
2.51K
New
$187K - $216K
2.51K $332K
Jan 29, 2021 Q4 2020
Tranquility Partners, LLC

BUY
 -
2.45K
New
$182K - $211K
2.45K $324K
Feb 11, 2021 Q4 2020
Citizens Financial Group Inc

BUY
 -
2.45K
New
$182K - $210K
2.45K $324K
Feb 16, 2021 Q4 2020
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.45K
New
$182K - $210K
2.45K $324K
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.37K
+ 44.71%
$177K - $204K
7.68K $1.02M
Feb 12, 2021 Q4 2020
Qcm Cayman, Ltd.

BUY
 -
2.37K
New
$176K - $204K
2.37K $314K
Feb 12, 2021 Q4 2020
Financial Advisors, LLC

Andover, MA
BUY
 -
2.36K
New
$176K - $203K
2.36K $312K
Feb 04, 2021 Q4 2020
Vestmark Advisory Solutions, Inc.

BUY
 -
2.34K
New
$174K - $202K
2.34K $310K
Feb 16, 2021 Q4 2020
Aspire Private Capital, LLC

BUY
 -
2.29K
+ 30.27%
$171K - $197K
9.87K $1.31M
Jan 20, 2021 Q4 2020
Vision Capital Management, Inc.

Portland, OR
BUY
 -
2.29K
+ 13.61%
$170K - $197K
19.1K $2.52M
Jan 13, 2021 Q4 2020
Signature Estate & Investment Advisors LLC

BUY
 -
2.27K
+ 39.39%
$169K - $195K
8.04K $1.06M
Feb 08, 2021 Q4 2020
Redw Wealth LLC

BUY
 -
2.2K
+ 15.57%
$164K - $189K
16.3K $2.16M

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