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 18, 2021 Q4 2020
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
450
+ 2.43%
$33.5K - $38.7K
18.9K $2.51M
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
429
New
$31.9K - $36.9K
429 $56.7K
Feb 22, 2021 Q4 2020
Retirement Group, LLC

BUY
 -
406
+ 19.53%
$30.2K - $34.9K
2.49K $329K
Feb 24, 2021 Q4 2020
E Rn Financial, LLC

BUY
 -
368
+ 10.29%
$27.4K - $31.7K
3.94K $522K
Jan 14, 2021 Q4 2020
Iron Horse Wealth Management, LLC

BUY
 -
343
New
$25.5K - $29.5K
343 $45.4K
Feb 09, 2021 Q4 2020
Merrion Investment Management Co, LLC

BUY
 -
342
New
$25.5K - $29.4K
342 $45.2K
Jan 12, 2021 Q4 2020
Hbw Advisory Services LLC

BUY
 -
333
+ 7.53%
$24.8K - $28.6K
4.76K $629K
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
293
New
$21.8K - $25.2K
293 $38.8K
Feb 25, 2021 Q4 2020
Front Row Advisors LLC

Tiburon, CA
BUY
 -
242
+ 4.99%
$18K - $20.8K
5.09K $673K
Feb 10, 2021 Q4 2020
Assetmark, Inc

BUY
 -
220
+ 85.27%
$16.4K - $18.9K
478 $63.2K
Feb 12, 2021 Q4 2020
Pinnacle Wealth Planning Services, Inc.

BUY
 -
189
New
$14.1K - $16.3K
189 $25K
Jan 20, 2021 Q4 2020
Ellis Investment Partners, LLC

BUY
 -
178
New
$13.2K - $15.3K
178 $23.5K
Feb 11, 2021 Q4 2020
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
153
New
$11.4K - $13.2K
153 $20.2K
Feb 02, 2021 Q4 2020
Flagship Private Wealth, LLC

BUY
 -
132
New
$9.82K - $11.4K
132 $17.5K
Jan 29, 2021 Q4 2020
Whittier Trust CO

BUY
 -
125
+ 5.1%
$9.3K - $10.8K
2.58K $341K
Jan 28, 2021 Q4 2020
Community Bank, N.A.

BUY
 -
120
+ 49.38%
$8.93K - $10.3K
363 $48K
Jan 20, 2021 Q4 2020
Tsfg, LLC

BUY
 -
107
+ 30.23%
$7.96K - $9.21K
461 $61K
Feb 16, 2021 Q4 2020
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
104
New
$7.74K - $8.95K
104 $13.8K
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
100
New
$7.44K - $8.6K
100 $13.2K
Feb 10, 2021 Q4 2020
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
87
+ 4.07%
$6.48K - $7.48K
2.23K $295K
Feb 12, 2021 Q4 2020
Bigelow Investment Advisors, LLC

BUY
 -
77
+ 1.25%
$5.73K - $6.62K
6.24K $825K
Feb 16, 2021 Q4 2020
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
60
+ 0.45%
$4.47K - $5.16K
13.5K $1.79M
Feb 04, 2021 Q4 2020
Trustcore Financial Services, LLC

BUY
 -
59
New
$4.39K - $5.08K
59 $7.8K
Jan 26, 2021 Q4 2020
Manchester Financial Inc

BUY
 -
45
New
$3.35K - $3.87K
45 $5.95K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
44
+ 6.94%
$3.27K - $3.79K
678 $89.7K
Jan 27, 2021 Q4 2020
Affinity Capital Advisors, LLC

BUY
 -
40
+ 0.35%
$2.98K - $3.44K
11.6K $1.54M
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
25
New
$1.86K - $2.15K
25 $3.31K
Feb 02, 2021 Q4 2020
Howard Financial Services, Ltd.

BUY
 -
15
+ 0.36%
$1.12K - $1.29K
4.19K $554K
Feb 04, 2021 Q4 2020
Harbor Investment Advisory, LLC

BUY
 -
15
+ 1500.0%
$1.12K - $1.29K
16 $2.12K
Feb 11, 2021 Q4 2020
Rkl Wealth Management LLC

BUY
 -
13
+ 0.36%
$968 - $1.12K
3.62K $479K
Jan 29, 2021 Q4 2020
Forth Right Wealth Management, LLC

BUY
 -
7
New
$521 - $602
7 $926
Feb 09, 2021 Q4 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
3
+ 0.38%
$223 - $258
802 $106K
Feb 10, 2021 Q4 2020
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
3
+ 0.35%
$223 - $258
856 $113K
Feb 03, 2021 Q4 2020
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1
+ 0.24%
$74.4 - $86
420 $55.5K
Aug 16, 2024 Q4 2020
Td Private Client Wealth LLC

New York, NY
SELL
 -
-9
- 0.41%
$670 - $774
2.2K $291K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-13
Closed
$968 - $1.12K
0 $0
Jan 22, 2021 Q4 2020
Regal Wealth Group, Inc.

SELL
 -
-14
- 1.55%
$1.04K - $1.2K
890 $118K
Feb 17, 2021 Q4 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-20
- 0.31%
$1.49K - $1.72K
6.38K $843K
Feb 16, 2021 Q4 2020
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-30
- 0.87%
$2.23K - $2.58K
3.43K $454K
Sep 21, 2023 Q4 2020
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-62
Closed
$4.61K - $5.33K
0 $0
Feb 04, 2021 Q4 2020
Us Bancorp \De\

SELL
 -
-69
Closed
$5.14K - $5.94K
0 $0
Jan 20, 2021 Q4 2020
Manning & Napier Group, LLC

SELL
 -
-104
- 2.13%
$7.74K - $8.95K
4.77K $631K
Feb 12, 2021 Q4 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-114
- 4.35%
$8.49K - $9.81K
2.5K $331K
Feb 04, 2021 Q4 2020
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-134
- 0.57%
$9.97K - $11.5K
23.5K $3.11M
Feb 12, 2021 Q4 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-195
Closed
$14.5K - $16.8K
0 $0
Jan 14, 2021 Q4 2020
Professional Financial Advisors, LLC

SELL
 -
-195
- 35.26%
$14.5K - $16.8K
358 $47.3K
Feb 12, 2021 Q4 2020
Mattern Wealth Management LLC

SELL
 -
-209
- 6.0%
$15.6K - $18K
3.27K $433K
Jan 19, 2021 Q4 2020
Mbe Wealth Management, LLC

SELL
 -
-212
- 1.4%
$15.8K - $18.2K
14.9K $1.97M
Feb 10, 2021 Q4 2020
Wealth Enhancement Advisory Services, LLC

SELL
 -
-215
- 2.54%
$16K - $18.5K
8.25K $1.09M

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