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
Feb 03, 2021 Q4 2020
Dynamic Advisor Solutions LLC

BUY
 -
2.17K
+ 14.38%
$161K - $187K
17.2K $2.29M
Feb 02, 2021 Q4 2020
Savior LLC

BUY
 -
2.04K
New
$152K - $175K
2.04K $271K
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
1.91K
+ 93.58%
$142K - $164K
3.95K $525K
Feb 09, 2021 Q4 2020
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
1.87K
+ 3.45%
$139K - $161K
56K $7.44M
Jan 27, 2021 Q4 2020
Stonebridge Financial Planning Group, LLC

BUY
 -
1.8K
+ 562.5%
$134K - $155K
2.12K $282K
Jan 13, 2021 Q4 2020
Acropolis Investment Management, LLC

BUY
 -
1.75K
New
$130K - $151K
1.75K $233K
Mar 02, 2021 Q4 2020
Pathway Financial Advisors LLC

BUY
 -
1.64K
+ 47.41%
$122K - $141K
5.09K $677K
Feb 05, 2021 Q4 2020
Magnus Financial Group LLC

New York, NY
BUY
 -
1.62K
+ 32.83%
$121K - $140K
6.57K $873K
Jan 19, 2021 Q4 2020
Lantz Financial LLC

BUY
 -
1.59K
+ 51.63%
$118K - $137K
4.66K $620K
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.44K
New
$107K - $124K
1.44K $191K
Feb 05, 2021 Q4 2020
Ifrah Financial Services, Inc.

BUY
 -
1.4K
+ 52.33%
$104K - $120K
4.06K $540K
Jan 25, 2021 Q4 2020
V Wealth Advisors LLC

BUY
 -
1.27K
+ 17.15%
$94.7K - $109K
8.69K $1.15M
Feb 02, 2021 Q4 2020
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.23K
+ 10.9%
$91.2K - $105K
12.5K $1.66M
Feb 10, 2021 Q4 2020
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.19K
+ 6.56%
$88.5K - $102K
19.3K $2.57M
Jan 25, 2021 Q4 2020
Acorn Financial Advisory Services Inc

BUY
 -
1.12K
+ 31.17%
$83.1K - $96.1K
4.7K $625K
Feb 16, 2021 Q4 2020
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.09K
+ 36.53%
$81.3K - $93.9K
4.08K $542K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
1.09K
+ 347.76%
$80.8K - $93.3K
1.4K $186K
Jan 28, 2021 Q4 2020
Lion Street Advisors, LLC

BUY
 -
1.08K
+ 26.29%
$80.3K - $92.8K
5.18K $689K
Feb 04, 2021 Q4 2020
Atwood & Palmer Inc

BUY
 -
1.06K
New
$78.8K - $91.1K
1.06K $141K
Feb 11, 2021 Q4 2020
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.05K
+ 2.48%
$78.4K - $90.7K
43.5K $5.78M
Jan 07, 2021 Q4 2020
Lowe Wealth Advisors, LLC

BUY
 -
1.05K
+ 350.0%
$78.2K - $90.3K
1.35K $179K
Jan 14, 2021 Q4 2020
Kovack Advisors, Inc.

BUY
 -
969
+ 7.47%
$72.1K - $83.4K
13.9K $1.85M
Feb 03, 2021 Q4 2020
Parsec Financial Management, Inc.

BUY
 -
950
+ 3.79%
$70.7K - $81.7K
26K $3.46M
Jan 28, 2021 Q4 2020
Goal Vest Advisory LLC

BUY
 -
928
New
$69.1K - $79.8K
928 $123K
Feb 01, 2021 Q4 2020
Wt Wealth Management

BUY
 -
888
+ 25.36%
$66.1K - $76.4K
4.39K $583K
Feb 05, 2021 Q4 2020
Cowa, LLC

Tulsa, OK
BUY
 -
885
New
$65.9K - $76.1K
885 $118K
Feb 11, 2021 Q4 2020
Pittenger & Anderson Inc

BUY
 -
864
+ 43.09%
$64.3K - $74.3K
2.87K $381K
Jan 08, 2021 Q4 2020
Valtinson Bruner Financial Planning LLC

BUY
 -
809
+ 24.66%
$60.2K - $69.6K
4.09K $543K
Feb 02, 2021 Q4 2020
Legacy Financial Advisors, Inc.

BUY
 -
751
+ 5.93%
$55.9K - $64.6K
13.4K $1.78M
Jan 26, 2021 Q4 2020
Clean Yield Group

BUY
 -
750
New
$55.8K - $64.5K
750 $99.7K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
690
+ 669.9%
$51.4K - $59.4K
793 $105K
Jan 19, 2021 Q4 2020
Blb&B Advisors, LLC

BUY
 -
678
+ 21.35%
$50.5K - $58.3K
3.85K $512K
Feb 12, 2021 Q4 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
660
+ 13.66%
$49.1K - $56.8K
5.49K $730K
Mar 10, 2021 Q4 2020
Wade Financial Advisory, Inc

BUY
 -
650
+ 18.57%
$48.4K - $55.9K
4.15K $552K
Jan 25, 2021 Q4 2020
Ifs Advisors, LLC

BUY
 -
650
New
$48.4K - $55.9K
650 $86.4K
Jan 19, 2021 Q4 2020
Mission Wealth Management, LP

BUY
 -
640
+ 14.88%
$47.6K - $55.1K
4.94K $657K
Jan 09, 2024 Q4 2020
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
608
New
$45.3K - $52.3K
608 $80.8K
Feb 03, 2021 Q4 2020
Valmark Advisers, Inc.

BUY
 -
605
+ 10.96%
$45K - $52K
6.12K $814K
Jan 29, 2021 Q4 2020
Bellwether Advisors, LLC

BUY
 -
569
New
$42.4K - $49K
569 $75.6K
Jan 21, 2021 Q4 2020
Wbh Advisory Inc

BUY
 -
551
+ 6.19%
$41K - $47.4K
9.45K $1.26M
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
523
+ 4.84%
$38.9K - $45K
11.3K $1.51M
Feb 16, 2021 Q4 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
513
+ 589.66%
$38.2K - $44.1K
600 $79.7K
Jan 27, 2021 Q4 2020
Tarbox Family Office, Inc.

BUY
 -
500
+ 5.16%
$37.2K - $43K
10.2K $1.35M
Jan 11, 2021 Q4 2020
Huntington National Bank

Columbus, OH
BUY
 -
485
New
$36.1K - $41.7K
485 $64.5K
Feb 05, 2021 Q4 2020
Phoenix Wealth Advisors

BUY
 -
480
New
$35.7K - $41.3K
480 $63.8K
Aug 13, 2024 Q4 2020
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
473
+ 64.79%
$35.2K - $40.7K
1.2K $160K
Feb 10, 2021 Q4 2020
Franklin Resources Inc

San Mateo, CA
BUY
 -
471
New
$35.1K - $40.5K
471 $62.6K
Jan 29, 2021 Q4 2020
Macroview Investment Management LLC

BUY
 -
451
+ 1.08%
$33.6K - $38.8K
42.3K $5.62M
Feb 18, 2021 Q4 2020
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
450
+ 2.43%
$33.5K - $38.7K
18.9K $2.52M

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