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 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-309- 4.07% |
$23K - $26.6K
|
7.29K
$969K
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-340Closed |
$25.3K - $29.3K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-386- 72.69% |
$28.7K - $33.2K
|
145
$19.3K
|
|
|
Jan 27, 2021
Q4 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-389- 10.61% |
$29K - $33.5K
|
3.28K
$435K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-473- 5.43% |
$35.2K - $40.7K
|
8.23K
$1.09M
|
|
|
Feb 03, 2021
Q4 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-521- 4.29% |
$38.8K - $44.8K
|
11.6K
$1.54M
|
|
|
Jan 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-574- 1.63% |
$42.7K - $49.4K
|
34.7K
$4.61M
|
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-601- 15.57% |
$44.7K - $51.7K
|
3.26K
$433K
|
|
|
Jan 27, 2021
Q4 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-632Closed |
$47K - $54.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-764Closed |
$56.9K - $65.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-927- 28.42% |
$69K - $79.7K
|
2.34K
$310K
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-939- 57.71% |
$69.9K - $80.8K
|
688
$91.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-959- 16.33% |
$71.4K - $82.5K
|
4.91K
$653K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-1.22K- 2.88% |
$90.4K - $105K
|
41K
$5.45M
|
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 7.35% |
$114K - $132K
|
19.3K
$2.57M
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.61K- 20.36% |
$120K - $138K
|
6.29K
$836K
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.64K- 15.31% |
$122K - $141K
|
9.09K
$1.21M
|
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-1.78K- 22.24% |
$132K - $153K
|
6.22K
$826K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.01KClosed |
$149K - $173K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.32K- 4.13% |
$173K - $200K
|
53.9K
$7.16M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 6.47% |
$174K - $201K
|
33.8K
$4.49M
|
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.99K- 13.76% |
$222K - $257K
|
18.7K
$2.49M
|
|
|
Feb 12, 2021
Q4 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.05K- 54.5% |
$227K - $263K
|
2.55K
$339K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
SELL
|
- |
-4.18K- 42.56% |
$311K - $360K
|
5.64K
$750K
|
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-4.25K- 12.22% |
$316K - $366K
|
30.5K
$4.06M
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.34K- 7.98% |
$472K - $546K
|
73.1K
$9.72M
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.46K- 66.05% |
$481K - $555K
|
3.32K
$441K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.61K- 7.18% |
$715K - $826K
|
124K
$16.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.6KClosed |
$792K - $916K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.8KClosed |
$950K - $1.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.1K- 76.57% |
$972K - $1.12M
|
4K
$531K
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.2K- 31.23% |
$1.06M - $1.22M
|
31.2K
$4.15M
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-14.7K- 50.84% |
$1.09M - $1.26M
|
14.2K
$1.89M
|
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.4K- 78.94% |
$1.3M - $1.5M
|
4.65K
$618K
|
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.7KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.2KClosed |
$1.5M - $1.73M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-29K- 71.92% |
$2.16M - $2.5M
|
11.3K
$1.51M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30K- 85.41% |
$2.23M - $2.58M
|
5.12K
$681K
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57.5KClosed |
$4.28M - $4.95M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-79.3K- 90.64% |
$5.91M - $6.83M
|
8.2K
$1.09M
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-141KClosed |
$10.5M - $12.1M
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-179KClosed |
$13.3M - $15.4M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-505K- 7.76% |
$37.6M - $43.4M
|
5.99M
$797M
|